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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
3051
Colorado Capital Management
Colorado
$260K +$591 +2 +0.2%
MPW
3052
MA Private Wealth
California
$259K +$246K +834 New
HIC
3053
Harvey Investment Company
Kentucky
$259K – – –
HFS
3054
Howard Financial Services
Texas
$259K +$31.3K +106 +15%
UCI
3055
Uncommon Cents Investing
Wisconsin
$257K – – –
SMG
3056
Smart Money Group
Texas
$257K +$244K +826 New
WFA
3057
Wellspring Financial Advisors
Ohio
$257K -$15.7K -53 -6%
SC
3058
Seldon Capital
California
$256K – – –
WFS
3059
Walker Financial Services
Kentucky
$256K +$23.3K +79 +11%
CA
3060
CSM Advisors
Pennsylvania
$256K -$59.1K -200 -20%
NRA
3061
NSI Retail Advisors
Pennsylvania
$256K -$59.1K -200 -20%
TC
3062
Truvestments Capital
Florida
$256K +$55.2K +187 +29%
WA
3063
WESPAC Advisors
California
$255K -$10K -34 -4%
SA
3064
Syntax Advisors
New York
$255K -$20.7K -70 -8%
VCG
3065
Vantage Consulting Group
Virginia
$255K -$20.7K -70 -8%
WW
3066
Waterfront Wealth
Kansas
$255K – – –
HBWM
3067
Hollow Brook Wealth Management
New York
$254K +$242K +818 New
BSAM
3068
Blue Square Asset Management
New York
$254K +$3.54K +12 +1%
FWA
3069
FOCUS Wealth Advisors
Texas
$253K -$52K -176 -18%
CWA
3070
CM Wealth Advisors
Ohio
$253K -$1.05M -3,570 -82%
DIM
3071
Delta Investment Management
California
$253K – – –
JDR
3072
Jay D. Rosenbaum
$252K -$3.25K -11 -1%
NRW
3073
Nova R Wealth
Kansas
$251K +$591 +2 +0.2%
TPWM
3074
Twelve Points Wealth Management
Massachusetts
$250K -$63.8K -216 -21%
WCWM
3075
Willow Creek Wealth Management
California
$249K +$4.14K +14 +2%
121 122
123
124 125