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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
5276
Capital Financial Group
Colorado
$693K +$113K +451 +18%
CJ
5277
Caitlin John
Michigan
$692K +$373K +1,485 +105%
BTIM
5278
BancFirst Trust & Investment Management
Oklahoma
$691K +$722K +2,876 New
PBF
5279
Petix & Botte Financial
California
$690K +$365K +1,454 +101%
LFA
5280
Level Financial Advisors
New York
$690K -$251 -1 -0%
CIG
5281
Cairn Investment Group
Washington
$688K +$176K +700 +32%
DI
5282
Disciplined Investments
Oklahoma
$686K +$25.6K +102 +4%
MWM
5283
Maimon Wealth Management
Israel
$684K +$72.3K +288 +11%
WIC
5284
Whitegate Investment Counselors
New Hampshire
$684K +$118K +470 +20%
MTC
5285
Matrix Trust Company
Colorado
$684K -$21.1K -84 -3%
JF
5286
Joule Financial
Kentucky
$684K -$51.5K -205 -7%
CDWM
5287
Campbell Deegan Wealth Management
Virginia
$683K +$9.79K +39 +1%
SGC
5288
Slocum, Gordon & Co
Rhode Island
$683K +$10.8K +43 +2%
ATWA
5289
Arbor Trust Wealth Advisors
Michigan
$682K -$75.6K -301 -10%
BAM
5290
Broyhill Asset Management
North Carolina
$681K – – –
BA
5291
Brightwater Advisory
Florida
$681K +$10.8K +43 +2%
UC
5292
Unio Capital
New Jersey
$681K – – –
AA
5293
AF Advisors
California
$678K -$6.78K -27 -0.9%
LFWA
5294
LiftPoint Family Wealth Advisors
New Jersey
$677K +$367K +1,464 +106%
VWM
5295
Verus Wealth Management
Wisconsin
$676K – – –
AHIA
5296
Andrew Hill Investment Advisors
Florida
$675K +$711K +2,831 New
VWA
5297
Valued Wealth Advisors
Utah
$674K +$52.2K +208 +8%
DK
5298
David Kennon
Florida
$673K – – –
PIM
5299
Parker Investment Management
California
$671K -$3.01K -12 -0.4%
SL
5300
Sentry LLC
Tennessee
$670K +$12.3K +49 +2%
210 211
212
213 214