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Name Holding Trade Value Shares
Change 		Change in
Stake
MCAI
1801
Members Capital Advisors Inc
Wisconsin
$298K – – –
CPRC
1802
Consolidated Portfolio Review Corp
New York
$298K +$31.9K +263 +11%
MAG
1803
Mayfair Advisory Group
Alabama
$298K +$607 +5 +0.2%
SC
1804
Schubert & Co
Texas
$297K – – –
FAM
1805
Formidable Asset Management
Ohio
$296K +$52.2K +430 +20%
TWM
1806
Trueblood Wealth Management
Ohio
$295K -$4.86K -40 -2%
SAF
1807
Smith Anglin Financial
Texas
$295K +$9.23K +76 +3%
TSW
1808
Thompson Siegel & Walmsley
Virginia
$295K – – –
GWM
1809
Greenwich Wealth Management
Connecticut
$295K +$12K +99 +4%
PCA
1810
Peddock Capital Advisors
Massachusetts
$295K – – –
FCCM
1811
First City Capital Management
Georgia
$294K – – –
WA
1812
WP Advisors
California
$294K -$12K -99 -4%
VF
1813
Vest Financial
Virginia
$293K -$8.74K -72 -3%
AWM
1814
Aries Wealth Management
Maine
$293K +$8.74K +72 +3%
SFS
1815
Sharp Financial Services
Pennsylvania
$292K -$11.7K -96 -4%
CA
1816
Cornerstone Advisory
Maryland
$291K +$59.8K +492 +24%
CRIG
1817
Charter Research & Investment Group
Connecticut
$291K – – –
CHJWM
1818
Carlton Hofferkamp & Jenks Wealth Management
Texas
$291K – – –
LIA
1819
Lynx Investment Advisory
District of Columbia
$291K +$309K +2,542 New
TTWM
1820
TCV Trust & Wealth Management
Virginia
$291K – – –
CWS
1821
Cypress Wealth Services
California
$289K +$90.8K +748 +42%
OCM
1822
One Capital Management
California
$289K +$52.3K +431 +21%
TLA
1823
Tanglewood Legacy Advisors
Texas
$289K – – –
GC
1824
GFG Capital
Florida
$288K -$3.04K -25 -1%
FIB
1825
First Interstate Bank
Montana
$287K – – –
71 72
73
74 75