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Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
776
First Affirmative Financial Network
Colorado
$411K +$8.42K +33 +2%
EP
777
Essential Planning
New Hampshire
$408K -$28.3M -110,739 -98%
NP
778
Nilsine Partners
Colorado
$405K -$41.1K -161 -8%
MA
779
MJP Associates
Connecticut
$402K +$16.6K +65 +4%
WA
780
Waverly Advisors
Alabama
$400K +$8.93K +35 +2%
PW
781
PUREfi Wealth
Massachusetts
$397K +$39K +153 +10%
PIA
782
Perennial Investment Advisors
California
$395K +$432K +1,693 New
CGL
783
Clarius Group LLC
Washington
$394K +$31.9K +125 +8%
SAM
784
Strive Asset Management
Ohio
$390K -$118K -463 -22%
GAM
785
Gemmer Asset Management
California
$389K – – –
CPIG
786
Chicago Partners Investment Group
Illinois
$388K +$48.2K +189 +14%
SWM
787
Salvus Wealth Management
New Jersey
$387K +$11.5K +45 +3%
NWA
788
New World Advisors
Massachusetts
$386K +$60.7K +238 +17%
VWM
789
Venturi Wealth Management
Texas
$381K +$125K +490 +43%
MGIA
790
Moneta Group Investment Advisors
Missouri
$381K -$230K -902 -36%
AC
791
AlphaCore Capital
California
$377K +$412K +1,616 New
WT
792
Whittier Trust
California
$375K -$19.1K -75 -4%
DADC
793
D.A. Davidson & Co
Montana
$374K +$88.8K +348 +28%
PWPS
794
Pinnacle Wealth Planning Services
Ohio
$373K +$25.3K +99 +7%
KA
795
Kovack Advisors
Florida
$371K – – –
LS
796
Livforsakringsbolaget Skandia
Sweden
$371K – – –
EFG
797
Everhart Financial Group
Ohio
$368K +$67.4K +264 +20%
HIP
798
HUB Investment Partners
Texas
$366K -$1.02K -4 -0.3%
OL
799
Optas LLC
Texas
$366K +$400K +1,568 New
BMCM
800
Burns Matteson Capital Management
New York
$362K +$30.9K +121 +8%
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