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Name Holding Trade Value Shares
Change 		Change in
Stake
DPW
4801
DiNuzzo Private Wealth
Pennsylvania
$242K +$70.4K +383 +44%
BTIM
4802
BancFirst Trust & Investment Management
Oklahoma
$242K +$224K +1,222 New
RWIA
4803
Roger Wittlin Investment Advisory
California
$241K – – –
MLM
4804
Mount Lucas Management
Pennsylvania
$241K +$229K +1,245 New
RA
4805
Rodgers & Associates
Pennsylvania
$240K +$228K +1,242 New
T
4806
TrueFG
Texas
$240K -$6.25K -34 -3%
EFMH
4807
E Fund Management (HK)
Hong Kong
$239K +$127K +691 +127%
LK
4808
Lumbard & Kellner
New Hampshire
$239K +$227K +1,235 New
BFP
4809
Beacon Financial Planning
Massachusetts
$238K -$174K -947 -44%
PWA
4810
Peterson Wealth Advisors
Utah
$237K +$10.8K +59 +5%
CC
4811
Capstone Capital
Nevada
$237K +$18.4K +100 +9%
SFMG
4812
Sage Financial Management Group
Virginia
$236K – – –
MAG
4813
Mokosak Advisory Group
Iowa
$236K – – –
MCM
4814
MidAtlantic Capital Management
Virginia
$235K -$9K -49 -4%
BWA
4815
BCU Wealth Advisors
Illinois
$235K – – –
RCS
4816
Retirement Capital Strategies
California
$232K +$1.29K +7 +0.6%
CFG
4817
CMC Financial Group
Georgia
$232K +$220K +1,200 New
KIC
4818
Keating Investment Counselors
Florida
$232K +$220K +1,198 New
CWM
4819
Cadence Wealth Management
Massachusetts
$231K +$2.02K +11 +0.9%
APW
4820
Axim Planning & Wealth
Ohio
$231K +$14.7K +80 +7%
MAG
4821
Members Advisory Group
New York
$231K +$1.65K +9 +0.8%
BA
4822
BCM Advisors
Louisiana
$230K +$919 +5 +0.4%
SAM
4823
Simplify Asset Management
Nevada
$229K – – –
LEFP
4824
Leading Edge Financial Planning
Tennessee
$229K – – –
I
4825
IMPACTfolio
Colorado
$228K +$10.8K +59 +5%
191 192
193
194 195