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Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
3151
Chase Investment Counsel
Virginia
$570K +$562K +1,268 New
MA
3152
Mosaic Advisors
Texas
$570K +$562K +1,267 New
BRM
3153
Boston Research & Management
Massachusetts
$569K – – –
RFN
3154
RDA Financial Network
Iowa
$568K -$2.66K -6 -0.5%
DFA
3155
Delta Financial Advisors
Louisiana
$567K -$44.3K -100 -7%
CCA
3156
Cora Capital Advisors
New Jersey
$566K +$124K +280 +29%
VWA
3157
VSM Wealth Advisory
Maryland
$565K +$443 +1 +0.1%
EWM
3158
EPG Wealth Management
Georgia
$564K +$5.32K +12 +1%
SWM
3159
Shrier Wealth Management
California
$564K +$556K +1,255 New
PWM
3160
Platt Wealth Management
California
$564K +$557K +1,256 New
SC
3161
Searle & Co
Connecticut
$564K -$17.7K -40 -3%
BAM
3162
Bellevue Asset Management
Washington
$563K – – –
AA
3163
ACT Advisors
North Carolina
$562K +$15.5K +35 +3%
DFP
3164
Donalies Financial Planning
District of Columbia
$562K +$554K +1,250 New
WHCI
3165
W.H. Cornerstone Investments
Massachusetts
$562K -$33.2K -75 -6%
QFA
3166
Quantum Financial Advisors
California
$561K +$1.77K +4 +0.3%
CS
3167
Cannell & Spears
New York
$561K -$5.76K -13 -1%
GFPC
3168
Global Financial Private Client
Florida
$561K +$443 +1 +0.1%
PFA
3169
Perryman Financial Advisory
Texas
$561K +$553K +1,247 New
FFA
3170
Fairfield Financial Advisors
Massachusetts
$560K -$6.65K -15 -1%
SSW
3171
Smith Shellnut Wilson
Mississippi
$560K -$39.9K -90 -7%
FWM
3172
Fonville Wealth Management
Virginia
$559K -$80.7K -182 -13%
ECM
3173
Elgethun Capital Management
South Dakota
$559K +$551K +1,244 New
HR
3174
Howe & Rusling
New York
$559K -$15.1K -34 -3%
NLA
3175
Northern Lights Advisors
Washington
$559K +$551K +1,243 New
125 126
127
128 129