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Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
4526
VERITY Wealth Advisors
United States
$302K – – –
IA
4527
IFS Advisors
Kansas
$300K -$31.2K -170 -9%
EFP
4528
Envision Financial Planning
Tennessee
$296K +$317K +1,730 New
DRS
4529
Deane Retirement Strategies
Louisiana
$292K – – –
RAM
4530
Revere Asset Management
Texas
$291K +$312K +1,700 New
GBA
4531
Garrison Bradford & Associates
New York
$289K – – –
RJTCONH
4532
Raymond James Trust Company of New Hampshire
New Hampshire
$287K -$9.9K -54 -3%
CWM
4533
Core Wealth Management
Florida
$286K +$6.79K +37 +2%
CIA
4534
Citadel Investment Advisory
Ohio
$274K – – –
PWM
4535
Pacific Wealth Management
California
$271K – – –
ICM
4536
Ionic Capital Management
New York
$271K +$290K +1,580 New
RA
4537
Resolute Advisors
California
$266K – – –
KMC
4538
Kirr Marbach & Co
Indiana
$265K +$284K +1,547 New
TF
4539
Theory Financial
Colorado
$265K -$44.2K -241 -13%
SC
4540
Shearwater Capital
Colorado
$261K – – –
BWS
4541
BCR Wealth Strategies
Alabama
$257K – – –
MG
4542
MilWealth Group
Wisconsin
$257K – – –
GCIA
4543
Gabelli & Co Investment Advisers
New York
$257K – – –
JSA
4544
Jacobson & Schmitt Advisors
Wisconsin
$255K +$38.9K +212 +17%
PIC
4545
Platt Investment Counsel
Florida
$255K – – –
CCMIC
4546
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$246K -$31K -169 -11%
ETS
4547
ESL Trust Services
New York
$241K – – –
APSI
4548
Asset Planning Services Inc
Louisiana
$241K +$183 +1 +0.1%
SFG
4549
Sage Financial Group
Pennsylvania
$239K +$256K +1,397 New
BFS
4550
Burrus Financial Services
Utah
$235K +$183 +1 +0.1%
180 181
182
183 184