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Name Holding Trade Value Shares
Change 		Change in
Stake
CP
3301
Camelot Portfolios
Ohio
$1.09M -$226K -1,320 -17%
IP
3302
Investment Partners
Ohio
$1.09M -$75.3K -440 -6%
WFPG
3303
Waller Financial Planning Group
Ohio
$1.09M -$34.2K -200 -3%
CC
3304
Capital Counsel
New York
$1.09M +$394K +2,300 +54%
SWM
3305
Selective Wealth Management
Virginia
$1.09M -$10.3K -60 -0.9%
VBCG
3306
Valley Brook Capital Group
Pennsylvania
$1.09M +$103K +600 +10%
FAFN
3307
First Affirmative Financial Network
Colorado
$1.08M -$147K -860 -12%
CRIG
3308
Charter Research & Investment Group
Connecticut
$1.08M -$941K -5,500 -46%
BFG
3309
Barber Financial Group
Kansas
$1.08M -$65K -380 -6%
IFS
3310
Ifrah Financial Services
Arkansas
$1.08M – – –
NAG
3311
Northstar Advisory Group
New Jersey
$1.07M -$664K -3,880 -38%
DPI
3312
Diversified Portfolios Inc
Michigan
$1.07M +$17.1K +100 +2%
LFASL
3313
Lugano Financial Advisors SA (LFA)
Switzerland
$1.07M +$106K +620 +11%
FAM
3314
Flaharty Asset Management
Florida
$1.07M +$54.8K +320 +5%
EML
3315
Eos Management LP
New York
$1.07M – – –
MMHP
3316
Murphy Middleton Hinkle & Parker
Georgia
$1.06M -$6.85K -40 -0.6%
MKC
3317
M. Kraus & Co
Vermont
$1.06M – – –
ODIJL
3318
One Day In July LLC
Vermont
$1.06M +$123K +720 +13%
SWM
3319
Silverlake Wealth Management
Vermont
$1.06M +$1.09M +6,380 New
NB
3320
Northwest Bancshares
Pennsylvania
$1.06M -$359K -2,100 -25%
EP
3321
EPIQ Partners
Minnesota
$1.06M -$770K -4,500 -41%
FNWM
3322
Financial Network Wealth Management
Utah
$1.06M – – –
UWPG
3323
Ullmann Wealth Partners Group
Florida
$1.06M +$20.5K +120 +2%
OPCM
3324
Osborne Partners Capital Management
California
$1.06M +$99.3K +580 +10%
WDL
3325
Well Done LLC
Michigan
$1.06M +$103K +600 +10%
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