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Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
1101
Sivia Capital Partners
California
$522K +$32K +132 +6%
LFA
1102
Legacy Financial Advisors
Kentucky
$520K -$4.36K -18 -0.8%
ACA
1103
Aspire Capital Advisors
Washington
$519K +$3.15K +13 +0.6%
EW
1104
Evoke Wealth
California
$518K +$219K +904 +72%
MFC
1105
Mechanics Financial Corp
Ohio
$518K +$524K +2,163 New
PA
1106
PFG Advisors
Arizona
$516K +$522K +2,157 New
CRI
1107
Colonial River Investments
Virginia
$512K +$60.5K +250 +13%
WIA
1108
World Investment Advisors
California
$511K +$120K +497 +30%
RWB
1109
RMR Wealth Builders
New Jersey
$511K +$139K +574 +37%
CAM
1110
Cidel Asset Management
Ontario, Canada
$508K – – –
NL
1111
NWAM LLC
Washington
$506K – – –
LWCFA
1112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$503K +$80.1K +331 +17%
JIC
1113
Johnson Investment Counsel
Ohio
$501K -$1.69K -7 -0.3%
SIA
1114
Strategic Investment Advisors
Michigan
$501K -$80.6K -333 -14%
PA
1115
Procyon Advisors
Connecticut
$501K +$65.6K +271 +15%
TW
1116
TritonPoint Wealth
Maryland
$500K +$7.75K +32 +2%
SA
1117
Skyline Advisors
Washington
$499K +$504K +2,083 New
CF
1118
Convergence Financial
Missouri
$498K +$117K +484 +30%
BCA
1119
Bay Colony Advisors
Massachusetts
$495K +$22.8K +94 +5%
CSPIA
1120
Cary Street Partners Investment Advisory
Virginia
$492K +$11.4K +47 +2%
DFA
1121
Delta Financial Advisors
Louisiana
$492K +$163K +674 +49%
CMI
1122
Clare Market Investments
Texas
$491K – – –
LWM
1123
Lionshead Wealth Management
New York
$488K +$726 +3 +0.1%
MAG
1124
MRA Advisory Group
New Jersey
$488K +$6.54K +27 +1%
VAG
1125
VisionPoint Advisory Group
Texas
$488K -$422K -1,743 -46%
43 44
45
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