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Name Holding Trade Value Shares
Change
Change in
Stake
FAFN
2076
First Affirmative Financial Network
Colorado
$427K +$24K +596 +6%
ICP
2077
Interchange Capital Partners
Pennsylvania
$427K +$417K +10,354 New
Fidelity International
2078
Fidelity International
Bermuda
$426K -$15.9K -394 -4%
TWM
2079
TriaGen Wealth Management
California
$425K +$8.06K +200 +2%
BAM
2080
BOS Asset Management
Illinois
$423K +$1.81K +45 +0.4%
OFG
2081
Oxford Financial Group
Indiana
$422K +$101K +2,499 +32%
I
2082
InceptionR
California
$421K +$412K +10,212 New
GFG
2083
Goldstone Financial Group
Illinois
$420K +$93.6K +2,322 +30%
NEWAS
2084
N.E.W. Advisory Services
Wisconsin
$419K -$33.4K -828 -8%
CCWA
2085
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$419K -$23.2K -576 -5%
CAM
2086
Cozad Asset Management
Illinois
$418K +$17.3K +429 +4%
PPWM
2087
Paragon Private Wealth Management
Kentucky
$418K +$35.1K +872 +9%
YCG
2088
Yeomans Consulting Group
Georgia
$417K +$407K +10,101 New
AFGAS
2089
Allegiance Financial Group Advisory Services
Virginia
$416K +$40 +1 +0%
CA
2090
Cornerstone Advisory
Maryland
$415K -$359K -8,908 -47%
FAT
2091
First American Trust
California
$415K -$44K -1,092 -10%
AOI
2092
Auto-Owners Insurance
Michigan
$414K – – –
AGWCA
2093
Annis Gardner Whiting Capital Advisors
Florida
$413K +$55.5K +1,377 +16%
SPC
2094
Spirepoint Private Client
Florida
$413K +$27.7K +688 +7%
CCAL
2095
City Center Advisors LLC
Michigan
$413K – – –
AWM
2096
Accel Wealth Management
Iowa
$412K -$7.98K -198 -2%
MGAM
2097
McGowan Group Asset Management
Texas
$412K -$2.46K -61 -0.6%
CG
2098
CFO4Life Group
Texas
$411K +$20.5K +508 +5%
WI
2099
Wedgewood Investors
Pennsylvania
$411K +$401K +9,956 New
ROTUOC
2100
Regents of the University of California
California
$409K -$315K -7,808 -44%