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Name Holding Trade Value Shares
Change 		Change in
Stake
NJBEST
2676
New Jersey Better Educational Savings Trust
New Jersey
$417K – – –
CWA
2677
CJM Wealth Advisers
Virginia
$417K – – –
TFF
2678
The Family Firm
Maryland
$416K +$2.77K +8 +0.6%
BBL
2679
Beck Bode LLC
Massachusetts
$416K +$149K +430 +45%
BLC
2680
Brown, Lisle/Cummings
Rhode Island
$415K +$104K +300 +28%
BWA
2681
Bordeaux Wealth Advisors
California
$415K -$67.3K -194 -12%
WSWA
2682
Warren Street Wealth Advisors
California
$415K -$30.5K -88 -6%
WH
2683
Willner & Heller
California
$415K +$1.39K +4 +0.4%
ANB
2684
Amarillo National Bank
Texas
$413K -$6.24K -18 -1%
ZIMP
2685
Zimmermann Investment Management & Planning
Pennsylvania
$413K -$1.04K -3 -0.2%
IWA
2686
IVC Wealth Advisors
Pennsylvania
$412K -$92.6K -267 -16%
SC
2687
Saybrook Capital
North Carolina
$412K – – –
HCM
2688
Hengehold Capital Management
Ohio
$410K -$35.7K -103 -7%
BWA
2689
Burt Wealth Advisors
Maryland
$410K – – –
WCFA
2690
Walkner Condon Financial Advisors
Wisconsin
$410K +$475K +1,368 New
CWM
2691
Cranbrook Wealth Management
Michigan
$408K – – –
PPWM
2692
Paragon Private Wealth Management
Kentucky
$407K – – –
HS
2693
Horan Securities
United States
$407K +$40.9K +118 +9%
PFM
2694
Phillips Financial Management
Indiana
$406K +$471K +1,358 New
RB
2695
Renasant Bank
Mississippi
$405K -$112K -322 -19%
BMC
2696
Benin Management Corp
Connecticut
$405K – – –
VIM
2697
VELA Investment Management
Ohio
$405K – – –
AF
2698
AtlasMark Financial
Texas
$404K – – –
BLAM
2699
Bourne Lent Asset Management
New York
$404K -$34.7K -100 -7%
MPCL
2700
My Personal CFO LLC
Washington
$404K -$33.3K -96 -7%
106 107
108
109 110