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Name Holding Trade Value Shares
Change 		Change in
Stake
PCMM
2751
Piedmont Capital Management (Montana)
Montana
$229K – – –
REMPR
2752
Roof Eidam Maycock Peralta (REMP)
California
$229K +$207K +750 New
CA
2753
Cortland Associates
Missouri
$228K +$206K +747 New
EA
2754
Ellsworth Advisors
Ohio
$228K +$206K +747 New
RCS
2755
Retirement Capital Strategies
California
$227K +$205K +743 New
BWM
2756
BCS Wealth Management
Tennessee
$227K +$205K +745 New
SFS
2757
Summit Financial Strategies
Ohio
$226K -$32.5K -118 -14%
PP
2758
Pacifica Partners
Canada
$226K +$51K +185 +35%
CG
2759
Clarus Group
Texas
$226K +$200K +724 New
LWMG
2760
Levy Wealth Management Group
Pennsylvania
$226K +$204K +740 New
PCMC
2761
Private Capital Management (Colorado)
Colorado
$226K +$204K +740 New
MA
2762
Mosaic Advisors
Texas
$225K +$203K +738 New
ELI
2763
Empire Life Investments
Ontario, Canada
$224K -$16.3K -59 -7%
POIA
2764
Pin Oak Investment Advisors
Texas
$223K -$32.5K -118 -14%
SFPG
2765
Stonebridge Financial Planning Group
Florida
$223K -$16.5K -60 -8%
TPW
2766
Tiller Private Wealth
Pennsylvania
$223K +$201K +729 New
MWM
2767
MinichMacGregor Wealth Management
New York
$223K +$201K +730 New
AWMF
2768
Arbor Wealth Management (Florida)
Florida
$223K +$201K +731 New
NS
2769
Newman & Schimel
Illinois
$222K +$200K +726 New
SDH
2770
Sloy Dahl & Holst
Washington
$222K +$200K +726 New
GIA
2771
Goodwin Investment Advisory
Georgia
$221K – – –
MPW
2772
MA Private Wealth
California
$221K +$200K +725 New
BCM
2773
Bourgeon Capital Management
Connecticut
$220K – – –
HS
2774
Horan Securities
United States
$219K +$71.9K +261 +57%
AWMG
2775
Alliance Wealth Management Group
New Jersey
$219K +$198K +717 New
109 110
111
112 113