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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
6026
Capstone Wealth Management
Montana
$237K -$2.86K -11 -1%
AP
6027
Arlington Partners
Alabama
$237K +$243K +934 New
CG
6028
Castellan Group
Kentucky
$236K -$6.13M -23,572 -96%
PCM
6029
Peirce Capital Management
Texas
$236K – – –
CCM
6030
Causeway Capital Management
California
$234K +$6.51K +25 +3%
SL
6031
SWF LLC
Nebraska
$234K +$7.29K +28 +3%
MFN
6032
Midwest Financial Network
Illinois
$234K +$4.16K +16 +2%
TM
6033
Torren Management
California
$233K -$888K -3,414 -79%
ZC
6034
Zeit Capital
Colorado
$231K +$237K +910 New
SFG
6035
Sage Financial Group
Pennsylvania
$230K -$10.4K -40 -4%
VDBMI
6036
Van Den Berg Management I
Texas
$229K +$235K +904 New
EWM
6037
Evergreen Wealth Management
Michigan
$229K -$1.82K -7 -0.8%
BI
6038
BFI Infinity
Switzerland
$228K -$85.9K -330 -27%
RF
6039
RetireMitten Financial
Michigan
$225K +$231K +887 New
SFP
6040
Sherwood Financial Partners
California
$224K – – –
AIM
6041
Access Investment Management
Georgia
$220K -$54.1K -208 -19%
MAG
6042
Members Advisory Group
New York
$219K -$23.7K -91 -10%
PFM
6043
Patton Fund Management
Texas
$219K +$20.8K +80 +10%
BOCM
6044
Bontempo Ohly Capital Management
Maryland
$219K +$224K +861 New
LPP
6045
Life Planning Partners
Florida
$218K – – –
TCM
6046
Towneley Capital Management
California
$217K +$223K +856 New
SFA
6047
Spectrum Financial Alliance
Kentucky
$216K -$1.82K -7 -0.8%
FW
6048
Fidato Wealth
Ohio
$211K +$5.46K +21 +3%
NDWM
6049
New Dimensions Wealth Management
Texas
$209K -$10.2K -39 -5%
WLG
6050
Williamson Legacy Group
Indiana
$209K +$214K +822 New
240 241
242
243 244