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Name Holding Trade Value Shares
Change 		Change in
Stake
OA
2101
Oxbow Advisors
Texas
$434K – – –
CFG
2102
Cooper Financial Group
California
$434K +$23.7K +532 +5%
BWP
2103
Bernardo Wealth Planning
Pennsylvania
$433K -$37.2K -835 -6%
AWAP
2104
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$431K -$6.86K -154 -1%
JCM
2105
J2 Capital Management
Michigan
$431K +$17.3K +389 +4%
PWAG
2106
Polaris Wealth Advisory Group
California
$429K -$20.1M -450,677 -97%
CPWA
2107
Cerro Pacific Wealth Advisors
California
$426K +$20K +450 +4%
RAM
2108
Roanoke Asset Management
New Jersey
$425K – – –
AA
2109
Alta Advisers
United Kingdom
$425K +$499K +11,200 New
DF
2110
Donoghue Forlines
Massachusetts
$424K +$42.5K +954 +9%
AL
2111
Aspiriant LLC
California
$423K -$10.4K -234 -2%
SFG
2112
Sovereign Financial Group
Connecticut
$422K -$2K -45 -0.4%
PAG
2113
Powers Advisory Group
Illinois
$422K +$15K +337 +3%
IMA
2114
Investment Management Associates
Colorado
$422K +$102K +2,280 +26%
SIM
2115
SSI Investment Management
California
$420K +$1.07K +24 +0.2%
AIM
2116
Axiom Investment Management
New York
$419K -$153K -3,436 -24%
EGM
2117
Engineers Gate Manager
New York
$419K +$124K +2,779 +34%
CF
2118
Copperwynd Financial
Arizona
$418K -$21.5K -483 -4%
FAM
2119
Flaharty Asset Management
Florida
$417K -$116K -2,603 -19%
BAM
2120
Byrne Asset Management
New Jersey
$417K -$32K -718 -6%
AFG
2121
Alterity Financial Group
Maine
$417K -$19.9K -446 -4%
MCM
2122
Monarch Capital Management
Indiana
$417K -$5.79K -130 -1%
CCIA
2123
Campbell & Co Investment Adviser
Maryland
$417K +$309K +6,936 +171%
BPFA
2124
Barnes Pettey Financial Advisors
Mississippi
$416K -$6.19K -139 -1%
GWA
2125
GGM Wealth Advisors
Maryland
$416K +$356 +8 +0.1%
83 84
85
86 87