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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2251
Pure Financial Advisors
California
$213K -$60.7K -1,197 -23%
HWMG
2252
Hurlow Wealth Management Group
Indiana
$212K +$211K +4,151 New
DP
2253
Denver PWM
Colorado
$211K +$193K +3,799 New
UWPG
2254
Ullmann Wealth Partners Group
Florida
$211K +$199K +3,928 New
DLHL
2255
Donald L. Hagan LLC
Florida
$210K +$199K +3,917 New
AFM
2256
Andesa Financial Management
Pennsylvania
$210K +$199K +3,928 New
PP
2257
PDS Planning
Ohio
$209K +$20.9K +412 +12%
PFA
2258
Pettinga Financial Advisors
Indiana
$209K +$198K +3,900 New
CCIA
2259
Campbell & Co Investment Adviser
Maryland
$207K +$195K +3,849 New
CWM
2260
CCG Wealth Management
California
$206K +$194K +3,834 New
BHTS
2261
Bar Harbor Trust Services
Maine
$206K +$195K +3,837 New
RIG
2262
Roosevelt Investment Group
New York
$205K -$92.7K -1,828 -32%
SFS
2263
Summit Financial Strategies
Ohio
$205K +$193K +3,814 New
PAG
2264
Pinnacle Advisory Group
Maryland
$205K +$194K +3,823 New
OFS
2265
Orrstown Financial Services
Pennsylvania
$204K -$33.8K -666 -15%
GG
2266
Greenwood Gearhart
Arkansas
$204K +$192K +3,794 New
HFA
2267
Hoover Financial Advisors
Pennsylvania
$204K +$192K +3,794 New
WAM
2268
Weiss Asset Management
Massachusetts
$203K +$191K +3,774 New
ME
2269
McIlrath & Eck
Washington
$202K +$17.8K +350 +10%
M
2270
Mirova
France
$202K +$57K +1,124 +43%
I
2271
INVST
Indiana
$201K +$187K +3,688 New
GFP
2272
Gryphon Financial Partners
Ohio
$196K -$831K -16,381 -82%
KBFS
2273
Kohmann Bosshard Financial Services
Ohio
$196K -$25.5K -503 -12%
TCCM
2274
Timber Creek Capital Management
Massachusetts
$194K – – –
QT
2275
Quantbot Technologies
New York
$193K -$3.1M -61,139 -94%
89 90
91
92 93