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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2376
Sierra Capital
Florida
$336K +$7.92K +155 +2%
KFI
2377
Key Financial Inc
Pennsylvania
$335K – – –
MIP
2378
Marietta Investment Partners
Wisconsin
$335K – – –
ODFS
2379
O'Donnell Financial Services
California
$334K +$307 +6 +0.1%
ZIG
2380
Zuckerman Investment Group
Illinois
$334K +$3.83K +75 +1%
BI
2381
Blooom Inc
Kansas
$334K +$6.95K +136 +2%
MGAM
2382
McGowan Group Asset Management
Texas
$334K +$23.5K +460 +8%
CHA
2383
Cooper/Haims Advisors
New York
$333K -$51 -1 -0%
AA
2384
Alesco Advisors
New York
$333K – – –
TFO
2385
Tarbox Family Office
California
$331K +$3.53K +69 +1%
HC
2386
Hamilton Capital
Ohio
$329K +$326K +6,380 New
RZH
2387
Relyea Zuckerberg Hanson
Connecticut
$328K +$7.05K +138 +2%
PC
2388
Port Capital
Illinois
$328K +$12.1K +236 +4%
HNWAG
2389
High Net Worth Advisory Group
Florida
$324K +$322K +6,297 New
MPPW
2390
Mitchell & Pahl Private Wealth
Oklahoma
$323K -$10.4K -203 -3%
WTFG
2391
Wells Trecaso Financial Group
Ohio
$323K – – –
VC
2392
Veracity Capital
Georgia
$323K +$25.9K +506 +9%
SOAG
2393
Silver Oak Advisory Group
Oregon
$323K +$321K +6,269 New
TFA
2394
Trinity Financial Advisors
Ohio
$322K +$51 +1 +0%
WDL
2395
Well Done LLC
Michigan
$322K +$256 +5 +0.1%
SW
2396
SlateStone Wealth
Florida
$321K +$30.9K +605 +11%
FZCM
2397
Flynn Zito Capital Management
New York
$321K +$317K +6,201 New
DWP
2398
Destiny Wealth Partners
Florida
$320K – – –
CWA
2399
Canvas Wealth Advisors
Kansas
$319K -$11.3K -221 -3%
CFAM
2400
Center For Asset Management
Florida
$319K +$69K +1,350 +28%
94 95
96
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