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Name Holding Trade Value Shares
Change 		Change in
Stake
UPS
1701
UHLMANN PRICE SECURITIES
Illinois
$246K +$178K +7,342 New
CI
1702
Cordant Inc
Oregon
$245K -$27.6K -1,141 -14%
AWM
1703
Ameliora Wealth Management
Switzerland
$245K – – –
CWM
1704
Centric Wealth Management
Illinois
$244K +$148K +6,109 New
CAI
1705
Capital Advisors Inc
Oklahoma
$244K +$176K +7,275 New
AWAP
1706
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$244K +$176K +7,270 New
SSW
1707
Smith Shellnut Wilson
Mississippi
$244K +$176K +7,260 New
I
1708
IMPACTfolio
Colorado
$243K +$175K +7,238 New
HTHT
1709
Hemenway Trust Hemenway Trust
New Hampshire
$243K +$175K +7,232 New
SN
1710
Sittner & Nelson
Oregon
$242K -$391K -16,146 -69%
CWM
1711
Connecticut Wealth Management
Connecticut
$242K +$175K +7,208 New
WCG
1712
Weaver Consulting Group
California
$241K +$174K +7,176 New
AAG
1713
Armstrong Advisory Group
Massachusetts
$240K -$39.8K -1,642 -19%
MSR
1714
Main Street Research
Connecticut
$240K +$173K +7,156 New
CIA
1715
Citadel Investment Advisory
Ohio
$240K – – –
FFC
1716
First Financial Corp
Indiana
$240K -$9.69K -400 -5%
MPIA
1717
Mountain Pacific Investment Advisers
Idaho
$239K +$173K +7,136 New
TWD
1718
True Wealth Design
Ohio
$239K +$92.2K +3,807 +115%
PB
1719
Pinnacle Bancorp
Nebraska
$238K – – –
BBA
1720
BLB&B Advisors
Pennsylvania
$238K +$172K +7,102 New
BWM
1721
Buckley Wealth Management
Nevada
$238K -$264K -10,900 -61%
RPGK
1722
Retirement Planning Group (Kansas)
Kansas
$238K +$172K +7,088 New
MFS
1723
Madrona Financial Services
Washington
$238K +$172K +7,084 New
IFS
1724
Ifrah Financial Services
Arkansas
$237K -$68.9K -2,844 -29%
VWM
1725
Valley Wealth Managers
New Jersey
$237K – – –
67 68
69
70 71