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Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1451
Bedel Financial Consulting
Indiana
$451K – – –
CA
1452
Continuum Advisory
Idaho
$451K -$106K -868 -19%
SFWA
1453
Summit Financial Wealth Advisors
Louisiana
$450K +$198K +1,629 +75%
RA
1454
RFG Advisory
Alabama
$450K -$3.52K -29 -0.7%
BHCM
1455
Boulder Hill Capital Management
New York
$448K +$462K +3,800 New
ATWA
1456
Arbor Trust Wealth Advisors
Michigan
$448K – – –
VCP
1457
Verus Capital Partners
Arizona
$448K – – –
SDWIA
1458
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$448K +$365 +3 +0.1%
LG
1459
LaFleur & Godfrey
Michigan
$447K – – –
BBA
1460
BLB&B Advisors
Pennsylvania
$447K -$31.8K -262 -6%
AA
1461
Aufman Associates
Pennsylvania
$445K -$18.2K -150 -4%
GFP
1462
Gryphon Financial Partners
Ohio
$444K -$23.9K -197 -5%
BCM
1463
Bluefin Capital Management
New York
$443K +$66.9K +550 +17%
CRWM
1464
Castle Rock Wealth Management
California
$442K +$122 +1 +0%
PIA
1465
Perennial Investment Advisors
California
$441K +$29.5K +243 +7%
PFWA
1466
Paces Ferry Wealth Advisors
Georgia
$441K -$37.3K -307 -8%
EDRIA
1467
Edmonds Duncan Registered Investment Advisors
Kansas
$440K -$19.7K -162 -4%
PT
1468
Plimoth Trust
Massachusetts
$440K -$4.98K -41 -1%
AGC
1469
Aspen Grove Capital
Colorado
$440K +$450K +3,706 New
ESCM
1470
Echo Street Capital Management
New York
$439K +$98.6K +811 +28%
MIC
1471
Meridian Investment Counsel
California
$439K – – –
SPWM
1472
Schrum Private Wealth Management
Florida
$438K -$71.5K -588 -14%
JWM
1473
Janiczek Wealth Management
Colorado
$438K +$54.9K +452 +14%
SBWIC
1474
Schaper Benz & Wise Investment Counsel
Wisconsin
$438K +$181K +1,493 +67%
CFA
1475
CWS Financial Advisors
Michigan
$438K +$73.8K +607 +8%
57 58
59
60 61