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Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
2601
Clear Creek Financial Management
Washington
$389K +$364K +1,780 New
SQA
2602
Simon Quick Advisors
New Jersey
$386K -$39.7K -194 -10%
DHFB
2603
Dixon Hubard Feinour & Brown
Virginia
$386K – – –
ICP
2604
Interchange Capital Partners
Pennsylvania
$385K +$361K +1,763 New
GSBTD
2605
Glenview State Bank Trust Department
Illinois
$384K – – –
SEIA
2606
Signature Estate & Investment Advisors
California
$381K +$20.7K +101 +6%
CBA
2607
Coastal Bridge Advisors
Connecticut
$379K +$26K +127 +8%
LWP
2608
Legacy Wealth Planning
Nevada
$378K +$5.12K +25 +1%
BFC
2609
Bedel Financial Consulting
Indiana
$377K -$99.9K -488 -22%
CCP
2610
Cardan Capital Partners
Colorado
$376K +$205 +1 +0.1%
TWA
2611
TPB Wealth Advisors
Texas
$375K +$348K +1,700 New
SWA
2612
SOA Wealth Advisors
New York
$374K +$372K +1,816 New
MHR
2613
Matthew Hamilton Rosenberg
$372K – – –
TF
2614
Trek Financial
Arizona
$371K -$363K -1,776 -51%
MAM
2615
Marquette Asset Management
Minnesota
$371K – – –
BWA
2616
Burt Wealth Advisors
Maryland
$369K – – –
SBF
2617
Sara-Bay Financial
Florida
$369K – – –
AFS
2618
Annapolis Financial Services
Maryland
$368K +$344K +1,681 New
FCIM
2619
Fairview Capital Investment Management
California
$367K – – –
AP
2620
Adero Partners
California
$366K -$3.48K -17 -1%
CSPAM
2621
Cary Street Partners Asset Management
Virginia
$366K +$342K +1,672 New
GWA
2622
GGM Wealth Advisors
Maryland
$366K +$358K +1,750 New
III
2623
Independent Investors Inc
New York
$361K -$10.2K -50 -3%
FA
2624
Faithward Advisors
Pennsylvania
$361K +$4.09K +20 +1%
MCA
2625
Mercer Capital Advisers
New Jersey
$360K +$32.7K +160 +11%
103 104
105
106 107