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Name Holding Trade Value Shares
Change 		Change in
Stake
VST
4251
Van Strum & Towne
California
$470K – – –
WIA
4252
Wetzel Investment Advisors
Indiana
$470K +$433K +3,092 New
VWWMG
4253
Vermillion & White Wealth Management Group
Pennsylvania
$469K +$433K +3,088 New
1IA
4254
1620 Investment Advisors
Massachusetts
$469K +$3.08K +22 +0.7%
TFA
4255
Trinity Financial Advisors
Ohio
$465K -$111K -793 -21%
CCM
4256
Colorado Capital Management
Colorado
$465K +$9.81K +70 +2%
RBC
4257
Roble Belko & Company
Pennsylvania
$465K +$70.1K +500 +20%
FCMC
4258
Founders Capital Management (Connecticut)
Connecticut
$464K – – –
MWM
4259
Mosley Wealth Management
California
$464K +$428K +3,055 New
RWMH
4260
Riverpoint Wealth Management Holdings
Illinois
$464K – – –
WI
4261
Wedgewood Investors
Pennsylvania
$463K – – –
WIP
4262
WealthCare Investment Partners
Rhode Island
$463K +$18.8K +134 +5%
IAMOG
4263
Investors Asset Management of Georgia
Georgia
$463K – – –
FAM
4264
Family Asset Management
South Carolina
$460K +$28.3K +202 +7%
LWMNY
4265
Landmark Wealth Management (New York)
New York
$459K – – –
APM
4266
Advanced Portfolio Management
New York
$458K -$4.99M -35,572 -92%
RP
4267
Riverwater Partners
Wisconsin
$457K +$16.1K +115 +4%
KIG
4268
Kessler Investment Group
Indiana
$457K – – –
SHFP
4269
Second Half Financial Partners
Florida
$456K – – –
GCM
4270
Gibraltar Capital Management
Oklahoma
$456K -$5.61K -40 -1%
BIA
4271
Barry Investment Advisors
Massachusetts
$456K +$421 +3 +0.1%
GFP
4272
Guardian Financial Partners
California
$456K +$33.6K +240 +9%
BI
4273
Bramshill Investments
Florida
$456K +$421K +3,000 New
LFS
4274
Lutz Financial Services
Nebraska
$455K -$65.5K -467 -13%
SI
4275
Seeds Investor
New York
$455K +$420K +2,995 New
169 170
171
172 173