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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
3251
Hofer & Associates
California
$308K +$15K +96 +5%
KNW
3252
Kesler Norman & Wride
Utah
$308K -$19.4K -124 -6%
WA
3253
WPG Advisers
Maryland
$307K -$36.8K -235 -11%
MWM
3254
MOKAN Wealth Management
Kansas
$306K -$3.13K -20 -1%
VF
3255
Vawter Financial
Ohio
$306K +$2.19K +14 +0.8%
MIAS
3256
Mason Investment Advisory Services
Virginia
$306K +$286K +1,830 New
S
3257
SimplyRich
California
$306K – – –
AWM
3258
AAF Wealth Management
Massachusetts
$306K -$2.97K -19 -1%
BIM
3259
Bullseye Investment Management
Ohio
$306K +$286K +1,827 New
WIA
3260
Wetzel Investment Advisors
Indiana
$305K -$16.9K -108 -6%
GCM
3261
Gibraltar Capital Management
Oklahoma
$305K +$285K +1,821 New
MAM
3262
McLean Asset Management
Virginia
$305K +$2.35K +15 +0.7%
BSHC
3263
Breed's Hill Capital
Massachusetts
$304K -$9.24K -59 -3%
CC
3264
Colrain Capital
Massachusetts
$304K – – –
CPC
3265
Cookson Peirce & Co
Pennsylvania
$304K -$77.3K -494 -21%
RTC
3266
Riverview Trust Company
Washington
$303K -$5.01K -32 -2%
ASG
3267
Ariston Services Group
California
$303K – – –
CAM
3268
Clark Asset Management
New Hampshire
$303K +$284K +1,813 New
JFGLC
3269
Johnson Financial Group LLC (Colorado)
Colorado
$303K +$284K +1,812 New
KIC
3270
Kensington Investment Counsel
California
$303K +$283K +1,809 New
CP
3271
Clarendon Private
Massachusetts
$302K +$43K +275 +18%
AIA
3272
Affinity Investment Advisors
California
$302K – – –
FNWA
3273
Financial Network Wealth Advisors
Utah
$302K +$43.8K +280 +18%
LRWA
3274
Long Run Wealth Advisors
New York
$302K +$283K +1,807 New
LC
3275
Lavaca Capital
Texas
$302K -$44.3K -283 -14%
129 130
131
132 133