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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
2751
Planning Capital Management Corporation
Pennsylvania
$434K -$84.4K -567 -16%
ONSWM
2752
Old North State Wealth Management
North Carolina
$433K +$76.1K +511 +21%
AT
2753
American Trust
Kentucky
$432K -$19.6K -132 -4%
BWG
2754
Balanced Wealth Group
Ohio
$432K -$35.4K -238 -8%
RMF
2755
Red Mountain Financial
Colorado
$430K +$595 +4 +0.1%
CIS
2756
Custom Index Systems
New York
$429K -$6.85K -46 -2%
HIS
2757
Harvest Investment Services
Illinois
$429K +$38.1K +256 +10%
CNTOF
2758
Canandaigua National Trust of Florida
New York
$429K +$434K +2,915 New
VCM
2759
Virtue Capital Management
Tennessee
$428K -$438K -2,941 -50%
FPFS
2760
First Personal Financial Services
North Carolina
$428K +$12.2K +82 +3%
FZCM
2761
Flynn Zito Capital Management
New York
$427K +$234K +1,569 +118%
RDFA
2762
Ritter Daniher Financial Advisory
Ohio
$427K -$52.1K -350 -11%
CFG
2763
Compton Financial Group
Maryland
$425K -$14.9K -100 -3%
WCM
2764
Wedge Capital Management
North Carolina
$425K +$17.9K +120 +4%
FG
2765
Foster Group
Iowa
$425K -$126K -849 -23%
MHWM
2766
Montz Harcus Wealth Management
Louisiana
$424K -$9.68K -65 -2%
FDS
2767
First Dallas Securities
Texas
$424K -$155K -1,041 -27%
TCWM
2768
Total Clarity Wealth Management
Illinois
$423K -$40.6K -273 -9%
JSL
2769
JT Stratford LLC
Georgia
$422K -$183K -1,228 -30%
NECFA
2770
New England Capital Financial Advisors
Connecticut
$421K +$42.3K +284 +11%
ABLA
2771
Alan B. Lancz & Associates
Ohio
$420K +$52.1K +350 +14%
WA
2772
Wealth Architects
California
$418K -$23.8K -160 -5%
SL
2773
Salomon & Ludwin
Virginia
$417K -$179K -1,200 -30%
LAM
2774
Lakewood Asset Management
Illinois
$416K -$58.9K -396 -12%
EAM
2775
Eukles Asset Management
Ohio
$415K +$28.1K +189 +7%
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