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Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
3076
BCV Asset Management
$463K +$156K +478 +57%
VST
3077
Van Strum & Towne
California
$463K +$19.2K +59 +5%
WA
3078
Waterford Advisors
New York
$463K – – –
SWA
3079
Strategies Wealth Advisors
Michigan
$463K -$31.2K -96 -7%
IFA
3080
Independence Financial Advisors
New Hampshire
$462K -$6.18K -19 -1%
NWM
3081
Northwest Wealth Management
Iowa
$462K +$80K +246 +23%
CIS
3082
Connors Investor Services
Pennsylvania
$461K – – –
SWM
3083
Sterling Wealth Management
Illinois
$460K +$651 +2 +0.2%
CCA
3084
Conservest Capital Advisors
Pennsylvania
$460K -$4.23K -13 -1%
OFP
3085
OFC Financial Planning
New Jersey
$460K – – –
VIP
3086
Value Investment Professionals
New York
$460K – – –
FNBSF
3087
First National Bank Sioux Falls
South Dakota
$460K – – –
RWM
3088
Revisor Wealth Management
Ohio
$459K -$28.3K -87 -6%
MFC
3089
Morris Financial Concepts
South Carolina
$459K – – –
AFA
3090
AA Financial Advisors
Ohio
$459K -$72.9K -224 -15%
PCM
3091
Praxis Capital Management
Illinois
$458K -$264K -811 -38%
FCMT
3092
Founders Capital Management (Texas)
Texas
$458K -$16.3K -50 -4%
WWA
3093
Wisconsin Wealth Advisors
Wisconsin
$458K – – –
CP
3094
Creekside Partners
California
$457K – – –
BIA
3095
Benchmark Investment Advisors
Illinois
$457K -$56.3K -173 -12%
LWM
3096
LJI Wealth Management
Indiana
$456K -$121K -371 -22%
CFGSD
3097
Compass Financial Group (South Dakota)
South Dakota
$456K – – –
CAM
3098
Costello Asset Management
Pennsylvania
$456K +$3.58K +11 +0.9%
MGWM
3099
Marks Group Wealth Management
Minnesota
$455K +$6.83K +21 +2%
HSWM
3100
Hubbell Strickland Wealth Management
Louisiana
$455K -$32.2K -99 -7%
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124
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