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Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
1876
Warren Street Wealth Advisors
California
$297K -$17.1K -119 -5%
BBI
1877
Baxter Bros Inc
Connecticut
$296K +$18.1K +126 +5%
UPS
1878
UHLMANN PRICE SECURITIES
Illinois
$296K +$20.1K +140 +6%
RWS
1879
Resolute Wealth Strategies
Mississippi
$295K +$5.75K +40 +2%
RWA
1880
Rooted Wealth Advisors
Illinois
$295K +$110K +766 +49%
KMWM
1881
Keudell/Morrison Wealth Management
Oregon
$295K -$4.17K -29 -1%
ZB
1882
Zions Bancorporation
Utah
$294K -$51.4K -357 -13%
NB
1883
Northwest Bancshares
Pennsylvania
$294K +$76.4K +531 +28%
PBF
1884
Petix & Botte Financial
California
$292K – – –
VC
1885
Vicus Capital
Pennsylvania
$292K +$33.1K +230 +11%
CIP
1886
Convergence Investment Partners
Florida
$291K +$719 +5 +0.2%
BCM
1887
Boltwood Capital Management
California
$291K +$46K +320 +15%
M
1888
MATAURO
New York
$290K +$346K +2,403 New
ACP
1889
Aveo Capital Partners
Colorado
$290K -$25.9K -180 -7%
PCM
1890
Poehling Capital Management
Wisconsin
$290K +$118K +823 +52%
CD
1891
Chapin Davis
Maryland
$290K – – –
SAM
1892
Synergy Asset Management
Washington
$289K +$21.2K +147 +7%
OWG
1893
Oxford Wealth Group
Florida
$288K +$165K +1,148 +93%
RFMS
1894
RWQ Financial Management Services
Florida
$287K -$22.9M -158,981 -99%
WAS
1895
Winch Advisory Services
Wisconsin
$287K +$143K +995 +72%
II
1896
Impact Investors
California
$287K +$342K +2,377 New
FG
1897
Fiduciary Group
Georgia
$287K -$9.93K -69 -3%
CT
1898
Chicago Trust
Illinois
$286K -$83.5K -580 -20%
FA
1899
Fermata Advisors
California
$286K -$330K -2,294 -49%
WAG
1900
Winthrop Advisory Group
Massachusetts
$286K +$340K +2,366 New
74 75
76
77 78