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Name Holding Trade Value Shares
Change 		Change in
Stake
CFC
3151
Coyle Financial Counsel
Illinois
$450K +$118K +303 +33%
PWA
3152
Peterson Wealth Advisors
Utah
$450K +$1.17K +3 +0.2%
OFW
3153
Omnia Family Wealth
Florida
$450K -$60K -154 -11%
KFS
3154
Keynote Financial Services
Connecticut
$449K – – –
KOC
3155
Koss-Olinger Consulting
Florida
$449K +$477K +1,224 New
BCFD
3156
Boit C.F. David
$449K – – –
WAG
3157
Wheelhouse Advisory Group
Missouri
$448K -$30K -77 -6%
ETS
3158
ESL Trust Services
New York
$447K – – –
WPC
3159
White Pine Capital
Minnesota
$447K -$27.7K -71 -6%
IAP
3160
Indie Asset Partners
Indiana
$446K -$13.3K -34 -3%
MWAM
3161
Manhattan West Asset Management
California
$446K +$153K +392 +47%
NCTC
3162
New Covenant Trust Company
Indiana
$446K +$74.4K +191 +18%
BW
3163
BXM Wealth
Colorado
$444K -$3.9K -10 -0.8%
SCM
3164
Saxony Capital Management
Missouri
$443K +$3.12K +8 +0.7%
CFA
3165
Capstone Financial Advisors
Illinois
$443K +$8.57K +22 +2%
CVM
3166
Cheviot Value Management
California
$443K +$39K +100 +9%
BFPW
3167
BOK Financial Private Wealth
Colorado
$443K -$228K -585 -33%
RA
3168
Riversedge Advisors
Delaware
$442K +$34.3K +88 +8%
WSWA
3169
Warren Street Wealth Advisors
California
$442K +$16K +41 +4%
ATWA
3170
Arbor Trust Wealth Advisors
Michigan
$442K -$1.95K -5 -0.4%
GCA
3171
Genesee Capital Advisors
New York
$442K – – –
WW
3172
Westshore Wealth
California
$442K -$28.8K -74 -6%
DFG
3173
Dupree Financial Group
Kentucky
$441K – – –
PWMG
3174
Private Wealth Management Group
New Jersey
$441K +$39.8K +102 +9%
GAA
3175
Global Assets Advisory
Florida
$441K +$149K +382 +44%
125 126
127
128 129