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Name Holding Trade Value Shares
Change 		Change in
Stake
ZBNA
1101
Zions Bancorporation, National Association
Utah
$805K +$169K +4,472 +26%
ACS
1102
Archford Capital Strategies
Illinois
$804K +$3.78K +100 +0.5%
VFG
1103
V2 Financial group
Illinois
$801K – – –
AIM
1104
Anchor Investment Management
South Carolina
$799K -$161K -4,276 -16%
COCM
1105
Charter Oak Capital Management
New Hampshire
$799K -$12.7K -336 -2%
EFG
1106
Ethos Financial Group
Pennsylvania
$798K +$350K +9,271 +75%
PP
1107
PDS Planning
Ohio
$795K +$70.1K +1,857 +9%
PFA
1108
Pure Financial Advisors
California
$793K -$21.7K -574 -3%
SACTSONJ
1109
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$793K – – –
AB
1110
ANB Bank
Colorado
$793K -$21.3K -563 -3%
FAM
1111
Formidable Asset Management
Ohio
$792K -$672K -17,809 -43%
SWK
1112
Stephen W. Kidder
$791K -$566 -15 -0.1%
NWM
1113
Northwest Wealth Management
Iowa
$790K +$41K +1,085 +5%
EAN
1114
Excelsior Advisor Network
Colorado
$788K +$806K +21,343 New
CAM
1115
Columbia Asset Management
Michigan
$787K -$167K -4,413 -17%
JWM
1116
Jeppson Wealth Management
California
$784K +$8.65K +229 +1%
CAM
1117
Councilmark Asset Management
Tennessee
$781K -$12.5K -330 -2%
WFP
1118
Worthington Financial Partners
Ohio
$781K +$799K +21,152 New
LCG
1119
Lakeshore Capital Group
Illinois
$780K +$8.91K +236 +1%
CAAS
1120
Capital Asset Advisory Services
Michigan
$780K -$23.9K -632 -3%
GPA
1121
Garrison Point Advisors
California
$779K -$85.4K -2,263 -10%
BAM
1122
Bellevue Asset Management
Washington
$779K – – –
QFW
1123
QTR Family Wealth
Florida
$778K -$16.9K -447 -3%
LI
1124
LMCG Investments
Massachusetts
$778K +$30.8K +816 +4%
DJSG
1125
D.J. St. Germain
Massachusetts
$778K +$9.06K +240 +1%
43 44
45
46 47