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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
3426
S.A. Mason
Michigan
$359K +$34.9K +220 +10%
CCM
3427
Crew Capital Management
Ohio
$359K +$368K +2,320 New
PWA
3428
Phoenix Wealth Advisors
North Carolina
$357K – – –
BOCM
3429
Bontempo Ohly Capital Management
Maryland
$356K -$355K -2,240 -49%
SDAM
3430
Shulman DeMeo Asset Management
New York
$356K -$285K -1,800 -44%
MIM
3431
Montgomery Investment Management
Maryland
$356K – – –
CWM
3432
Cranbrook Wealth Management
Michigan
$350K +$19K +120 +6%
BC
3433
Bridgefront Capital
Texas
$347K +$355K +2,240 New
DP
3434
Denver PWM
Colorado
$346K +$34.9K +220 +11%
NEGWA
3435
New England Guild Wealth Advisors
Connecticut
$343K – – –
RFP
3436
Roth Financial Partners
Texas
$343K +$352K +2,220 New
FTA
3437
Financial & Tax Architects
Missouri
$340K +$349K +2,200 New
RPG
3438
Resource Planning Group
Georgia
$340K – – –
SFBLI
3439
Southern Farm Bureau Life Insurance
Mississippi
$340K – – –
MCM
3440
Mason Capital Management
New York
$340K +$111K +700 +47%
FTC
3441
Farmers Trust Company
Ohio
$338K -$171K -1,080 -33%
BJ
3442
Brouwer & Janachowski
California
$337K – – –
EA
3443
Ellsworth Advisors
Ohio
$337K +$38K +240 +12%
SWM
3444
Salvus Wealth Management
New Jersey
$337K +$57.1K +360 +21%
OTPPB
3445
Ontario Teachers' Pension Plan Board
Ontario, Canada
$337K +$66.6K +420 +24%
FI
3446
FormulaFolio Investments
Michigan
$335K -$15.6M -98,360 -98%
KLWA
3447
Kelly Lawrence W & Associates
California
$334K +$317K +2,000 +1,250%
LD
3448
Lipe & Dalton
New York
$331K -$47.6K -300 -12%
KOMWMG
3449
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$331K -$25.4K -160 -7%
CYG
3450
Clean Yield Group
Vermont
$331K -$22.2K -140 -6%
136 137
138
139 140