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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3151
Cranbrook Wealth Management
Michigan
$452K +$5.46K +14 +1%
OP
3152
ORG Partners
Indiana
$451K -$1.47M -3,781 -75%
CWM
3153
Centric Wealth Management
Illinois
$451K – – –
CFC
3154
Coyle Financial Counsel
Illinois
$450K +$118K +303 +33%
PWA
3155
Peterson Wealth Advisors
Utah
$450K +$1.17K +3 +0.2%
OFW
3156
Omnia Family Wealth
Florida
$450K -$60K -154 -11%
KFS
3157
Keynote Financial Services
Connecticut
$449K – – –
KOC
3158
Koss-Olinger Consulting
Florida
$449K +$477K +1,224 New
BCFD
3159
Boit C.F. David
$449K – – –
WAG
3160
Wheelhouse Advisory Group
Missouri
$448K -$30K -77 -6%
ETS
3161
ESL Trust Services
New York
$447K – – –
WPC
3162
White Pine Capital
Minnesota
$447K -$27.7K -71 -6%
IAP
3163
Indie Asset Partners
Indiana
$446K -$13.3K -34 -3%
MWAM
3164
Manhattan West Asset Management
California
$446K +$153K +392 +47%
NCTC
3165
New Covenant Trust Company
Indiana
$446K +$74.4K +191 +18%
BW
3166
BXM Wealth
Colorado
$444K -$3.9K -10 -0.8%
SCM
3167
Saxony Capital Management
Missouri
$443K +$3.12K +8 +0.7%
CFA
3168
Capstone Financial Advisors
Illinois
$443K +$8.57K +22 +2%
CVM
3169
Cheviot Value Management
California
$443K +$39K +100 +9%
BFPW
3170
BOK Financial Private Wealth
Colorado
$443K -$228K -585 -33%
RA
3171
Riversedge Advisors
Delaware
$442K +$34.3K +88 +8%
WSWA
3172
Warren Street Wealth Advisors
California
$442K +$16K +41 +4%
ATWA
3173
Arbor Trust Wealth Advisors
Michigan
$442K -$1.95K -5 -0.4%
GCA
3174
Genesee Capital Advisors
New York
$442K – – –
WW
3175
Westshore Wealth
California
$442K -$28.8K -74 -6%
125 126
127
128 129