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Name Holding Trade Value Shares
Change 		Change in
Stake
RPCA
2801
Running Point Capital Advisors
California
$221K +$220K +693 New
SAM
2802
Shikiar Asset Management
New York
$220K – – –
KCM
2803
Kathmere Capital Management
Pennsylvania
$220K +$3.5K +11 +2%
DI
2804
Disciplined Investments
Oklahoma
$220K +$38.2K +120 +21%
EF
2805
Exeter Financial
Arizona
$218K +$214K +674 New
NEPPG
2806
New England Professional Planning Group
Rhode Island
$217K -$22.3K -70 -10%
FSA
2807
Financial Sense Advisors
California
$217K -$8.91K -28 -4%
UWPG
2808
Ullmann Wealth Partners Group
Florida
$217K – – –
HIM
2809
Hillsdale Investment Management
Ontario, Canada
$217K +$9.54K +30 +5%
AIM
2810
AMI Investment Management
Indiana
$215K +$215K +675 New
RBCM
2811
Raub Brock Capital Management
California
$214K – – –
CCP
2812
Cassia Capital Partners
North Carolina
$214K +$213K +671 New
LFA
2813
Landmark Financial Advisors
Kentucky
$214K +$213K +671 New
AA
2814
Alesco Advisors
New York
$213K – – –
EL
2815
EMFO LLC
Florida
$213K +$212K +667 New
HCM
2816
Hutchinson Capital Management
California
$213K +$213K +669 New
SCG
2817
Sonata Capital Group
Washington
$211K – – –
RS
2818
Retirement Solution
Washington
$211K +$210K +660 New
BZWA
2819
Blue Zone Wealth Advisors
California
$211K +$211K +663 New
KFA
2820
Kelleher Financial Advisors
New York
$210K -$38.2K -120 -15%
PTB
2821
Pioneer Trust Bank
Oregon
$208K -$795K -2,500 -79%
CWM
2822
Cahaba Wealth Management
Georgia
$207K -$57.6K -181 -22%
DA
2823
DCM Advisors
New York
$207K +$207K +651 New
IFAM
2824
Institutional & Family Asset Management
Colorado
$203K -$54.4K -171 -21%
RRCM
2825
Rappaport Reiches Capital Management
Illinois
$202K +$202K +635 New
111 112
113
114 115