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Name Holding Trade Value Shares
Change 		Change in
Stake
GPWA
3701
Great Point Wealth Advisors
Massachusetts
$247K +$220K +2,105 New
MCP
3702
Miller Capital Partners
Michigan
$247K – – –
MIM
3703
Macroview Investment Management
Maryland
$247K +$220K +2,100 New
SWA
3704
Strategies Wealth Advisors
Michigan
$246K -$139K -1,329 -39%
CFG
3705
Chapman Financial Group
Hawaii
$245K – – –
CFC
3706
Coyle Financial Counsel
Illinois
$245K +$218K +2,088 New
BSC
3707
Brown Shipley & Co
United Kingdom
$245K +$20.9K +200 +11%
MW
3708
Marrick Wealth
California
$244K +$218K +2,080 New
PCA
3709
Purkiss Capital Advisors
Connecticut
$244K -$72.4K -692 -25%
PCM
3710
Pennsylvania Capital Management
Pennsylvania
$244K +$218K +2,080 New
RFO
3711
RiverGlades Family Offices
Florida
$244K +$217K +2,077 New
AA
3712
Addison Advisors
Vermont
$244K -$1.55M -14,812 -88%
BGAI
3713
Bruce G. Allen Investments
Colorado
$243K -$139K -1,326 -39%
KWS
3714
Keystone Wealth Services
California
$242K +$216K +2,064 New
PWM
3715
Power Wealth Management
Georgia
$242K +$216K +2,062 New
EP
3716
E6 Portfolios
Utah
$242K +$216K +2,061 New
GSIS
3717
Global Strategic Investment Solutions
Arizona
$242K +$215K +2,057 New
DSAM
3718
Dock Street Asset Management
Florida
$241K +$215K +2,052 New
NECFA
3719
New England Capital Financial Advisors
Connecticut
$240K +$941 +9 +0.4%
PS
3720
Pinney & Scofield
Massachusetts
$240K – – –
BSAM
3721
Blue Square Asset Management
New York
$240K +$214K +2,045 New
MCA
3722
Maryland Capital Advisors
Maryland
$240K +$214K +2,044 New
AW
3723
Avion Wealth
Texas
$240K +$20.9K +200 +11%
DI
3724
Disciplined Investments
Oklahoma
$240K +$214K +2,042 New
ODFS
3725
O'Donnell Financial Services
California
$240K +$213K +2,041 New
147 148
149
150 151