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Name Holding Trade Value Shares
Change 		Change in
Stake
WCF
3151
West Coast Financial
California
$262K -$121K -757 -31%
OL
3152
Optas LLC
Texas
$262K +$42.6K +267 +19%
CCA
3153
Carrera Capital Advisors
Michigan
$260K +$265K +1,662 New
SFG
3154
SNS Financial Group
Minnesota
$260K +$12K +75 +5%
OPPS
3155
Obsidian Personal Planning Solutions
Maryland
$259K +$1.28K +8 +0.5%
VAMG
3156
Voisard Asset Management Group
Michigan
$259K +$95.7K +600 +57%
BCP
3157
Blue Chip Partners
Michigan
$259K +$55.2K +346 +26%
SHWM
3158
Smith & Howard Wealth Management
Georgia
$259K +$21.4K +134 +9%
PCS
3159
Private Client Services
Kentucky
$258K +$638 +4 +0.2%
CWM
3160
Cherrydale Wealth Management
New Jersey
$258K +$37.8K +237 +17%
FWSM
3161
First Wilshire Securities Management
California
$258K – – –
LC
3162
Landaas & Company
Wisconsin
$258K – – –
BA
3163
Bluesphere Advisors
Pennsylvania
$258K +$11.8K +74 +5%
KNW
3164
Kesler Norman & Wride
Utah
$257K +$19.9K +125 +8%
WA
3165
Wealthstream Advisors
New York
$256K +$3.03K +19 +1%
DFG
3166
Demars Financial Group
Washington
$255K – – –
NCM
3167
Northwest Capital Management
Oregon
$254K -$65.7K -412 -20%
CWA
3168
Capital Wealth Alliance
Arizona
$254K +$159 +1 +0.1%
NI
3169
NDVR Inc
Massachusetts
$253K -$2.07K -13 -0.8%
CCM
3170
Carlson Capital Management
Minnesota
$253K +$258K +1,619 New
SIA
3171
Strategic Investment Advisors
Michigan
$253K +$25.4K +159 +11%
VF
3172
Vawter Financial
Ohio
$253K – – –
NMM
3173
Naples Money Management
Florida
$253K +$1.28K +8 +0.5%
RBCM
3174
Raub Brock Capital Management
California
$253K -$2.07K -13 -0.8%
UW
3175
Unique Wealth
Florida
$252K +$3.83K +24 +2%
125 126
127
128 129