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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
3501
Jackson Wealth Management
Florida
$790K -$11.3K -99 -2%
SICM
3502
Sustainable Insight Capital Management
New York
$789K -$740K -6,480 -52%
FAFN
3503
First Affirmative Financial Network
Colorado
$788K +$102K +890 +17%
TPWM
3504
Twelve Points Wealth Management
Massachusetts
$787K -$32.5K -285 -5%
EMFAT
3505
Emerald Mutual Fund Advisers Trust
Pennsylvania
$787K -$48.2K -422 -7%
SFG
3506
Sterling Financial Group
California
$786K +$36.7K +321 +6%
RCG
3507
Ruane, Cunniff & Goldfarb
New York
$785K -$834K -7,300 -55%
PCM
3508
Presidio Capital Management
California
$785K -$49.1K -430 -7%
GA
3509
Greenspring Advisors
Maryland
$784K -$405K -3,548 -37%
CI
3510
CAZ Investments
Texas
$782K – – –
DSA
3511
Droms Strauss Advisors
Missouri
$782K +$14.2K +124 +2%
CPP
3512
Capasso Planning Partners
South Carolina
$779K +$103K +904 +18%
DACG
3513
Donor Advised Charitable Giving
California
$777K – – –
RLIM
3514
Red Lighthouse Investment Management
New York
$777K – – –
CWA
3515
CJM Wealth Advisers
Virginia
$775K – – –
FTA
3516
Financial & Tax Architects
Missouri
$774K +$2.97K +26 +0.4%
FC
3517
Financial Council
Maryland
$774K – – –
CS
3518
Cannell & Spears
New York
$774K +$196K +1,720 +41%
RS
3519
Retirement Solution
Washington
$770K +$675K +5,909 New
SCA
3520
Sassicaia Capital Advisers
New York
$769K +$308K +2,700 +84%
CA
3521
CSM Advisors
Pennsylvania
$768K -$26.3K -230 -4%
NCM
3522
NCM Capital Management
New Jersey
$767K +$16.8K +147 +3%
CMBA
3523
C.M. Bidwell & Associates
Hawaii
$767K +$90.7K +794 +16%
APIM
3524
Agate Pass Investment Management
Washington
$766K – – –
RCM
3525
Raleigh Capital Management
North Carolina
$765K -$43.5K -381 -6%
139 140
141
142 143