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Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
3026
Cairn Investment Group
Washington
$511K +$12.3K +50 +3%
KFI
3027
Key Financial Inc
Pennsylvania
$511K – – –
WOC
3028
West Oak Capital
California
$510K – – –
CWA
3029
CM Wealth Advisors
Ohio
$509K – – –
HI
3030
Hudock Inc
Pennsylvania
$509K +$4.93K +20 +1%
VFPI
3031
Vantage Financial Partners (Illinois)
Illinois
$508K -$166K -675 -26%
RWM
3032
RKL Wealth Management
Pennsylvania
$507K +$49.8K +202 +12%
CSPAM
3033
Cary Street Partners Asset Management
Virginia
$507K – – –
FI
3034
Finivi Inc
Massachusetts
$506K +$479K +1,942 New
SPW
3035
Sonoma Private Wealth
California
$505K -$26.9K -109 -5%
BIP
3036
Blue Investment Partners
California
$504K – – –
BAM
3037
Blueshift Asset Management
New Jersey
$503K +$476K +1,933 New
HP
3038
Holistic Planning
Texas
$503K +$476K +1,931 New
WDG
3039
Wealth Dimensions Group
Ohio
$502K -$87.7K -356 -16%
AC
3040
ASB Consultores
Florida
$502K -$215K -873 -31%
VC
3041
Vicus Capital
Pennsylvania
$498K -$1.06M -4,289 -69%
VCM
3042
Vivaldi Capital Management
Illinois
$498K +$132K +534 +42%
NFG
3043
Nadler Financial Group
Illinois
$495K +$10.8K +44 +2%
MC
3044
Machina Capital
France
$493K +$467K +1,894 New
OIM
3045
Oder Investment Management
California
$493K -$11.6K -47 -2%
EA
3046
Echo45 Advisors
California
$493K +$38.7K +157 +9%
FNWA
3047
Financial Network Wealth Advisors
Utah
$493K +$466K +1,892 New
RTC
3048
Riverview Trust Company
Washington
$491K – – –
GAM
3049
Garrison Asset Management
Arkansas
$490K +$180K +729 +63%
MIG
3050
McGuire Investment Group
Rhode Island
$490K – – –
120 121
122
123 124