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Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
1876
Vancity Investment Management
British Columbia, Canada
$240K +$174K +1,020 New
UFA
1877
US Financial Advisors
Massachusetts
$239K +$173K +1,014 New
EFG
1878
Everhart Financial Group
Ohio
$237K +$172K +1,008 New
GGI
1879
Godsey & Gibb Inc
Virginia
$237K +$172K +1,008 New
PIG
1880
Pantheon Investment Group
California
$237K +$172K +1,008 New
SW
1881
SlateStone Wealth
Florida
$236K +$172K +1,005 New
NEWAS
1882
N.E.W. Advisory Services
Wisconsin
$236K +$172K +1,008 New
KPWG
1883
KFA Private Wealth Group
Virginia
$234K +$169K +993 New
GFS
1884
GYL Financial Synergies
Connecticut
$234K +$170K +996 New
MF
1885
Manchester Financial
California
$233K -$25.6K -150 -13%
CAL
1886
Capital Analysts LLC
Pennsylvania
$233K -$14.3K -84 -8%
BAM
1887
Bruderman Asset Management
New York
$233K +$169K +990 New
WCAMG
1888
Woodard & Company Asset Management Group
North Carolina
$233K +$169K +990 New
KFS
1889
Kelly Financial Services
Massachusetts
$231K +$4.1K +24 +3%
ECML
1890
Eagle Capital Management (Louisiana)
Louisiana
$229K +$166K +975 New
FDCC
1891
Foster Dykema Cabot & Co
Massachusetts
$229K +$166K +975 New
NCM
1892
Nelson Capital Management
California
$229K +$166K +975 New
SFP
1893
Sandbox Financial Partners
Maryland
$227K +$164K +963 New
SFA
1894
Seneca Financial Advisors
New York
$227K +$164K +963 New
DIA
1895
Davidson Investment Advisors
Montana
$226K +$164K +960 New
KC
1896
Kingfisher Capital
North Carolina
$226K +$164K +960 New
MKA
1897
M. Kulyk & Associates
Georgia
$226K +$164K +960 New
RFN
1898
RDA Financial Network
Iowa
$225K +$163K +957 New
MPWT
1899
MassMutual Private Wealth & Trust
Connecticut
$224K +$73.2K +429 +82%
FWI
1900
Facet Wealth Inc
Maryland
$224K +$162K +951 New
74 75
76
77 78