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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2651
Chaney Capital Management
Washington
$289K – – –
NFP
2652
Narus Financial Partners
Utah
$289K +$12.2K +245 +4%
KWAG
2653
Kiely Wealth Advisory Group
North Carolina
$288K – – –
LF
2654
LifePlan Financial
Minnesota
$287K -$46.3K -927 -14%
HFS
2655
Heritage Financial Services
Massachusetts
$287K -$22.6K -452 -7%
MAM
2656
McLean Asset Management
Virginia
$287K -$15.4K -308 -5%
YCG
2657
Yeomans Consulting Group
Georgia
$287K -$30.5K -612 -10%
BCM
2658
Blume Capital Management
California
$287K – – –
SPWM
2659
Schrum Private Wealth Management
Florida
$286K +$35.9K +720 +14%
BWA
2660
Burt Wealth Advisors
Maryland
$285K – – –
UL
2661
Unionview LLC
Washington
$285K -$16.2K -325 -5%
WAM
2662
WNY Asset Management
New York
$285K -$2.94K -59 -1%
CCFM
2663
Clear Creek Financial Management
Washington
$284K +$280K +5,616 New
LT
2664
Legacy Trust
Michigan
$284K -$59.4K -1,191 -17%
WWM
2665
WT Wealth Management
Arizona
$283K +$4.44K +89 +2%
MFG
2666
Mosaic Financial Group
Illinois
$283K +$283K +5,676 New
LWM
2667
Lakeridge Wealth Management
Ohio
$282K +$649 +13 +0.2%
SPA
2668
Sherbrooke Park Advisers
New York
$282K +$282K +5,658 New
CFGA
2669
Cambridge Financial Group (Arizona)
Arizona
$282K -$5.99K -120 -2%
WCA
2670
Waypoint Capital Advisors
Minnesota
$281K +$4.24K +85 +2%
ACM
2671
Alpha Capital Management
Texas
$281K +$16.5K +330 +6%
RWM
2672
RKL Wealth Management
Pennsylvania
$281K -$9.93K -199 -3%
GC
2673
Garde Capital
Washington
$281K -$23.3K -467 -8%
SMA
2674
Seven Mile Advisory
New Jersey
$280K +$13.1K +263 +5%
RBC
2675
Roble Belko & Company
Pennsylvania
$280K -$39.3K -788 -12%
105 106
107
108 109