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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
4451
Watchman Group
Texas
$340K +$38.8K +277 +14%
IA
4452
Inspire Advisors
Idaho
$339K -$18.4K -131 -6%
MWM
4453
MorganRosel Wealth Management
Colorado
$338K +$312K +2,225 New
RFP
4454
Roth Financial Partners
Texas
$337K – – –
AA
4455
ACT Advisors
North Carolina
$336K +$23.1K +165 +8%
SCM
4456
Semanteon Capital Management
Massachusetts
$336K +$310K +2,209 New
ST
4457
Sageworth Trust
Pennsylvania
$335K – – –
IWM
4458
Integris Wealth Management
California
$334K -$32.9K -235 -10%
ST
4459
Somerset Trust
Pennsylvania
$334K +$29.2K +208 +10%
SC
4460
Schoolcraft Capital
Colorado
$333K +$43.7K +312 +17%
BP
4461
BCK Partners
New York
$331K – – –
SNBOSCI
4462
Security National Bank of Sioux City Iowa
Iowa
$330K -$70.1K -500 -19%
CFG
4463
Compton Financial Group
Maryland
$328K – – –
FG
4464
Fairman Group
Pennsylvania
$328K +$303K +2,160 New
RWA
4465
Rainsberger Wealth Advisors
Colorado
$328K – – –
SRCM
4466
Signature Resources Capital Management
California
$327K +$302K +2,152 New
VIM
4467
Vista Investment Management
Pennsylvania
$323K – – –
GIM
4468
Groesbeck Investment Management
New Jersey
$321K – – –
OC
4469
OxenFree Capital
Florida
$320K +$296K +2,109 New
CWA
4470
CM Wealth Advisors
Ohio
$319K – – –
LG
4471
LAM Group
Oregon
$319K – – –
BOCM
4472
Bontempo Ohly Capital Management
Maryland
$319K +$14K +100 +5%
CCM
4473
Cambridge Capital Management
Illinois
$319K +$294K +2,100 New
JFG
4474
JDM Financial Group
Texas
$318K – – –
SF
4475
Safeguard Financial
Wisconsin
$318K -$120K -856 -29%
177 178
179
180 181