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Name Holding Trade Value Shares
Change 		Change in
Stake
RCWM
1876
Royal Capital Wealth Management
Indiana
$221K +$270 +3 +0.1%
AWA
1877
Alaska Wealth Advisors
Alaska
$221K +$221K +2,460 New
RPCONE
1878
Retirement Planning Company of New England
Rhode Island
$220K +$9.09K +101 +4%
EFG
1879
Ethos Financial Group
Pennsylvania
$220K -$63K -700 -22%
CNAM
1880
Campbell Newman Asset Management
Wisconsin
$220K -$3.65M -40,587 -94%
PBO
1881
Peoples Bank (Ohio)
Ohio
$220K -$14.8K -164 -6%
IWM
1882
Integris Wealth Management
California
$220K +$5.22K +58 +2%
LCM
1883
LCM Capital Management
Illinois
$219K -$1.26K -14 -0.6%
LJAC
1884
L.J. Altfest & Co
New York
$219K -$4.41K -49 -2%
TA
1885
TruWealth Advisors
Louisiana
$218K +$17.9K +199 +9%
TAM
1886
TCP Asset Management
Ohio
$218K -$2.61K -29 -1%
IVP
1887
Intrinsic Value Partners
Arizona
$218K – – –
CCM
1888
Cobler Capital Management
Kansas
$218K +$208K +2,308 New
TF
1889
Tompkins Financial
New York
$217K -$147K -1,630 -40%
MPIA
1890
Milestones Private Investment Advisors
New York
$216K +$217K +2,411 New
CF
1891
Convergence Financial
Missouri
$216K +$90 +1 +0%
GAM
1892
Gemmer Asset Management
California
$216K -$5.94K -66 -3%
RTC
1893
Riverview Trust Company
Washington
$216K -$135K -1,498 -38%
PFM
1894
Patton Fund Management
Texas
$215K +$216K +2,401 New
AA
1895
Aufman Associates
Pennsylvania
$215K – – –
HAM
1896
Hedges Asset Management
Nevada
$215K – – –
SC
1897
Schulhoff & Co
Ohio
$215K – – –
UAG
1898
United Advisor Group
Ohio
$215K -$2.88K -32 -1%
ST
1899
Spinnaker Trust
Maine
$214K – – –
SMA
1900
Seven Mile Advisory
New Jersey
$214K -$13.3K -148 -6%
74 75
76
77 78