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Name Holding Trade Value Shares
Change 		Change in
Stake
AAIS
951
ABN AMRO Investment Solutions
$276K +$253K +1,755 New
VDI
952
Vaughan David Investments
Illinois
$276K – – –
CA
953
Carson Advisory
Georgia
$273K -$28.8K -200 -10%
PAMG
954
Patton Albertson Miller Group
Tennessee
$272K – – –
SB
955
Strategic Blueprint
Georgia
$272K -$576 -4 -0.2%
ES
956
ETF Store
Kansas
$271K +$1.15K +8 +0.5%
MIC
957
Means Investment Company
Maine
$271K +$248K +1,720 New
OPPS
958
Obsidian Personal Planning Solutions
Maryland
$270K -$12.1K -84 -4%
CAMG
959
CWA Asset Management Group
Florida
$270K +$247K +1,716 New
BOH
960
Bank of Hawaii
Hawaii
$268K – – –
CA
961
Crewe Advisors
Utah
$268K – – –
HIA
962
Harbor Investment Advisory
Maryland
$267K -$28.8K -200 -11%
OWP
963
Obermeyer Wealth Partners
Colorado
$266K +$244K +1,691 New
BFC
964
Blue Fin Capital
Rhode Island
$265K – – –
GIA
965
Guyasuta Investment Advisors
Pennsylvania
$264K – – –
LFAS
966
Level Four Advisory Services
Texas
$264K -$10.9K -76 -4%
AWAU
967
Alliance Wealth Advisors (Utah)
Utah
$264K +$242K +1,679 New
RFG
968
Range Financial Group
Oregon
$263K +$12.8K +89 +6%
IAN
969
Integrated Advisors Network
Texas
$263K -$13.5K -94 -5%
FRM
970
Fox Run Management
Connecticut
$262K -$942K -6,538 -80%
CFO
971
Callan Family Office
Pennsylvania
$260K -$375K -2,602 -61%
CWA
972
Centerline Wealth Advisors
Kentucky
$258K +$236K +1,640 New
DCM
973
DGS Capital Management
New Jersey
$258K +$236K +1,639 New
FCH
974
Freestone Capital Holdings
Washington
$258K +$2.16K +15 +0.9%
APG
975
Abacus Planning Group
South Carolina
$256K -$576 -4 -0.2%
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