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Name Holding Trade Value Shares
Change 		Change in
Stake
SLT
2351
St Louis Trust
Missouri
$557K – – –
PO
2352
Private Ocean
California
$556K -$28K -88 -5%
SWM
2353
Sculati Wealth Management
Michigan
$556K -$20.7K -65 -4%
AFS
2354
Access Financial Services
Minnesota
$556K +$2.86K +9 +0.5%
PWM
2355
Purus Wealth Management
California
$556K +$223K +702 +67%
CFSG
2356
Community Financial Services Group
Vermont
$553K +$4.77K +15 +0.9%
PWA
2357
Phoenix Wealth Advisors
North Carolina
$551K -$93.8K -295 -15%
ZCA
2358
Zeke Capital Advisors
Pennsylvania
$550K -$150K -472 -21%
D
2359
Diversified
Delaware
$549K +$954 +3 +0.2%
RIM
2360
Redwood Investment Management
Arizona
$548K +$41K +129 +8%
ACWM
2361
Adams Chetwood Wealth Management
North Carolina
$545K +$32.4K +102 +6%
QCM
2362
Quantinno Capital Management
New York
$543K – – –
JHP
2363
James Hambro & Partners
United Kingdom
$542K -$49.9K -157 -8%
SCA
2364
Sippican Capital Advisors
Massachusetts
$542K – – –
CCM
2365
Campbell Capital Management
Florida
$542K +$541K +1,700 New
DFA
2366
Delta Financial Advisors
Louisiana
$539K -$10.8K -34 -2%
UC
2367
Unio Capital
New Jersey
$538K -$79.5K -250 -13%
EGWAG
2368
Elwood & Goetz Wealth Advisory Group
Georgia
$537K +$5.09K +16 +1%
MFW
2369
Mosaic Family Wealth
Missouri
$535K -$42K -132 -7%
CCIA
2370
Campbell & Co Investment Adviser
Maryland
$533K -$386K -1,214 -42%
BI
2371
Bramshill Investments
Florida
$532K – – –
FFA
2372
Fragasso Financial Advisors
Pennsylvania
$529K +$20.7K +65 +4%
ERWM
2373
Elk River Wealth Management
Colorado
$528K – – –
MFP
2374
Meridian Financial Partners
Virginia
$528K +$318 +1 +0.1%
MCM
2375
Marathon Capital Management
Maryland
$528K +$23.5K +74 +5%
93 94
95
96 97