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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1776
Defined Wealth Management
Oregon
$370K +$42.5K +1,500 +15%
CBFP
1777
Cedar Brook Financial Partners
Ohio
$370K +$14.1K +499 +5%
BCG
1778
Breakwater Capital Group
New Jersey
$370K +$3.4K +120 +1%
CP
1779
Camelot Portfolios
Ohio
$369K -$56.8K -2,004 -15%
CIP
1780
Convergence Investment Partners
Florida
$368K +$18.7K +661 +6%
SIMG
1781
Sonora Investment Management Group
Arizona
$368K -$2.45M -86,492 -88%
CCG
1782
Chatham Capital Group
Georgia
$368K -$222K -7,840 -41%
BCA
1783
Bay Colony Advisors
Massachusetts
$367K -$255K -8,997 -44%
MIA
1784
MainStreet Investment Advisors
Illinois
$367K +$318K +11,233 New
DA
1785
Detalus Advisors
Missouri
$366K -$31.5K -1,112 -9%
AP
1786
Atwood & Palmer
Missouri
$365K -$9.64M -340,127 -97%
CS
1787
Cannell & Spears
New York
$365K -$25.5K -900 -7%
MAM
1788
Meeder Asset Management
Ohio
$365K -$3.31M -116,884 -91%
MA
1789
MBA Advisors
Pennsylvania
$363K -$60K -2,119 -16%
TW
1790
TrinityPoint Wealth
Connecticut
$363K -$45.3K -1,598 -13%
BWM
1791
BNC Wealth Management
Oregon
$362K -$44.5K -1,570 -12%
CAL
1792
Capital Analysts LLC
Pennsylvania
$362K +$19.2K +677 +7%
AFG
1793
Alterity Financial Group
Maine
$362K +$8.5K +300 +3%
CBT
1794
Central Bank & Trust
Kentucky
$360K -$53.1K -1,874 -15%
BIC
1795
Beach Investment Counsel
Pennsylvania
$360K – – –
CIA
1796
Cascade Investment Advisors
Oregon
$360K -$299K -10,570 -49%
WAL
1797
W Advisors LLC
Tennessee
$359K -$49.2K -1,738 -14%
SAM
1798
SignalPoint Asset Management
Missouri
$358K -$29.5K -1,041 -9%
CSPAM
1799
Cary Street Partners Asset Management
Virginia
$358K -$22.7K -800 -7%
ITIM
1800
Indiana Trust & Investment Management
Indiana
$358K -$79.8K -2,815 -20%
70 71
72
73 74