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Name Holding Trade Value Shares
Change 		Change in
Stake
CPIA
876
Cornell Pochily Investment Advisors
New York
$822K +$58.4K +495 +9%
BDS
877
Banco de Sabadell
Florida
$816K -$680K -5,760 -50%
MCCP
878
Mission Creek Capital Partners
California
$815K -$531K -4,500 -44%
WIA
879
Wealthstreet Investment Advisors
Texas
$815K -$436K -3,690 -39%
SVCP
880
Silicon Valley Capital Partners
California
$815K +$205K +1,737 +44%
DOA
881
D'Orazio & Associates
Virginia
$813K -$175K -1,482 -21%
SS
882
Sunbelt Securities
Texas
$810K -$119K -1,011 -15%
SIC
883
Sigma Investment Counselors
Michigan
$802K -$67.3K -570 -9%
11A
884
10-15 Associates
New York
$801K +$93.2K +789 +16%
HFP
885
Holistic Financial Partners
Indiana
$797K +$298K +2,520 +83%
AFA
886
American Financial Advisors
Georgia
$790K +$321K +2,718 +97%
TWA
887
TCI Wealth Advisors
Arizona
$789K +$148K +1,257 +30%
ALAM
888
Asahi Life Asset Management
Japan
$787K -$85K -720 -12%
SFS
889
Summit Financial Strategies
Ohio
$785K -$19.5K -165 -3%
CIA
890
Choate Investment Advisors
Massachusetts
$783K – – –
PPG
891
Peak Planning Group
Colorado
$783K +$646K +5,475 New
CT
892
Coastline Trust
Rhode Island
$778K +$643K +5,445 New
AFA
893
Atlanta Financial Associates
Georgia
$777K +$250K +2,121 +64%
BWFA
894
Baltimore-Washington Financial Advisors
Maryland
$776K +$641K +5,430 New
EP
895
Eudaimonia Partners
Tennessee
$775K +$178K +1,506 +38%
FMWA
896
Forvis Mazars Wealth Advisors
Missouri
$771K -$8.15K -69 -1%
ESBC
897
E.S. Barr & Co
Kentucky
$770K -$8.86K -75 -1%
AR
898
Advisory Research
Illinois
$765K -$1.12M -9,468 -64%
AIL
899
AGF Investments LLC
Ontario, Canada
$763K +$602K +5,097 +2,124%
WHG
900
Westwood Holdings Group
Texas
$760K +$627K +5,313 New
34 35
36
37 38