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Name Holding Trade Value Shares
Change 		Change in
Stake
JEST
2251
JTC Employer Solutions Trustee
Jersey
$275K – – –
GF
2252
Gries Financial
Ohio
$274K -$128K -1,286 -32%
LF
2253
LifeSteps Financial
California
$274K – – –
PFA
2254
Pettinga Financial Advisors
Indiana
$274K +$15K +150 +6%
SWP
2255
Strategic Wealth Partners
Ohio
$274K +$270K +2,706 New
BEC
2256
Blue Edge Capital
Virginia
$274K – – –
BP
2257
Broadleaf Partners
Ohio
$273K – – –
FI
2258
Financial Insights
Washington
$273K +$19.9K +200 +8%
CWA
2259
Clarus Wealth Advisors
Arizona
$273K +$257K +2,577 New
CAM
2260
Cozad Asset Management
Illinois
$272K -$8.98K -90 -3%
ACM
2261
Ashford Capital Management
Delaware
$271K – – –
CWM
2262
Centric Wealth Management
Illinois
$270K – – –
PGA
2263
Portland Global Advisors
Maine
$270K – – –
KM
2264
Kalos Management
Georgia
$270K +$243K +2,440 New
HI
2265
HBK Investments
Texas
$269K +$264K +2,649 New
GEA
2266
Glen Eagle Advisors
New Jersey
$269K – – –
MC
2267
Machina Capital
France
$268K +$263K +2,638 New
AC
2268
Apella Capital
Connecticut
$267K -$19.9K -200 -7%
CF
2269
Clarity Financial
Texas
$267K +$9.97K +100 +4%
UH
2270
Unigestion Holding
Switzerland
$266K -$386K -3,868 -60%
AIFAIM
2271
American Institute for Advanced Investment Management
Arizona
$266K -$181K -1,813 -41%
NPPM
2272
North Point Portfolio Managers
Ohio
$266K – – –
LAS
2273
Lloyd Advisory Services
Georgia
$266K +$4.29K +43 +2%
SCM
2274
Silvant Capital Management
Georgia
$265K – – –
TIM
2275
Total Investment Management
Arizona
$265K +$1.1K +11 +0.4%
89 90
91
92 93