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Name Holding Trade Value Shares
Change 		Change in
Stake
SCFS
5801
Stewardship Concepts Financial Services
Washington
$497K -$80.9K -283 -14%
DGM
5802
Delta Global Management
New York
$497K +$491K +1,716 New
GFM
5803
GEN Financial Management
Minnesota
$495K -$12.6K -44 -3%
LC
5804
Luminist Capital
Michigan
$495K +$176K +614 +57%
BSWM
5805
Boston Standard Wealth Management
Massachusetts
$495K -$410K -1,435 -46%
KP
5806
Kitching Partners
Pennsylvania
$495K +$123K +431 +34%
EWA
5807
ERTS Wealth Advisors
Michigan
$494K +$109K +382 +29%
FLFS
5808
Family Legacy Financial Solutions
North Carolina
$493K -$9.44K -33 -2%
OCM
5809
Outlook Capital Management
Illinois
$492K +$487K +1,701 New
BVP
5810
Bristlecone Value Partners
California
$492K -$286 -1 -0.1%
GCM
5811
Glaxis Capital Management
Florida
$492K -$372K -1,300 -43%
CFC
5812
Client First Capital
California
$491K – – –
PWA
5813
Perspective Wealth Advisors
Colorado
$491K +$62.6K +219 +15%
PFA
5814
Providence Financial Advisors
Kansas
$491K -$14.6K -51 -3%
GP
5815
Geneva Partners
Wisconsin
$490K +$57.2K +200 +13%
DC
5816
Destiny Capital
Colorado
$486K +$174K +610 +57%
RF
5817
RetireMitten Financial
Michigan
$483K +$224K +783 +88%
BI
5818
BlueSpruce Investments
Illinois
$481K +$475K +1,662 New
ASG
5819
Ariston Services Group
California
$478K +$473K +1,652 New
EFG
5820
Erickson Financial Group
Pennsylvania
$478K -$218K -763 -32%
RM
5821
RCW Management
Florida
$477K -$23.5K -82 -5%
LKWM
5822
Lee-Kelleher Wealth Management
Maryland
$474K +$32K +112 +7%
KIC
5823
Keating Investment Counselors
Florida
$472K -$250K -875 -35%
BIM
5824
Breakwater Investment Management
Washington
$471K +$12.3K +43 +3%
ECM
5825
EMC Capital Management
Texas
$470K +$410K +1,434 New
231 232
233
234 235