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Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
1476
M Holdings Securities
Oregon
$6.02M +$108K +336 +2%
OCAM
1477
Onex Canada Asset Management
Ontario, Canada
$6.01M -$640K -1,989 -9%
IRAG
1478
Investment Research & Advisory Group
Georgia
$6.01M +$33.4K +104 +0.5%
AFA
1479
Abacus FCF Advisors
Florida
$5.99M +$6.38M +19,834 New
PDL
1480
Portfolio Design Labs
California
$5.99M -$619K -1,924 -9%
TIP
1481
Torray Investment Partners
Maryland
$5.98M +$53.7K +167 +0.9%
DWML
1482
Decker Wealth Management LLC
Tennessee
$5.98M +$531K +1,652 +9%
TNA
1483
True North Advisors
Texas
$5.98M +$690K +2,145 +12%
JAG
1484
Journey Advisory Group
Kentucky
$5.97M -$378K -1,176 -6%
PPA
1485
Painted Porch Advisors
California
$5.96M -$472K -1,467 -7%
BB
1486
Berkshire Bank
Massachusetts
$5.95M -$213K -662 -3%
CFM
1487
Capricorn Fund Managers
United Kingdom
$5.91M -$993K -3,089 -14%
PT
1488
Plimoth Trust
Massachusetts
$5.91M -$303K -941 -5%
SW
1489
Simplicity Wealth
New Jersey
$5.89M -$180K -560 -3%
BC
1490
Burney Company
Virginia
$5.89M -$5.29M -16,444 -46%
CIAS
1491
Capital Investment Advisory Services
North Carolina
$5.87M +$702K +2,182 +13%
PCP
1492
Proficio Capital Partners
Massachusetts
$5.87M +$13.5K +42 +0.2%
OAM
1493
Occidental Asset Management
California
$5.87M +$275K +856 +5%
EWA
1494
EverSource Wealth Advisors
Alabama
$5.86M +$536K +1,668 +9%
CWM
1495
Connecticut Wealth Management
Connecticut
$5.85M -$26K -81 -0.4%
FGP
1496
Foyston, Gordon, & Payne
Ontario, Canada
$5.85M +$40.8K +127 +0.7%
VCM
1497
Vivaldi Capital Management
Illinois
$5.84M -$203K -631 -3%
TCA
1498
Transcend Capital Advisors
New Jersey
$5.84M +$756K +2,352 +14%
KF
1499
KKM Financial
Illinois
$5.83M – – –
RWB
1500
RMR Wealth Builders
New Jersey
$5.81M +$588K +1,829 +11%
58 59
60
61 62