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Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
2501
Redmont Wealth Advisors
Illinois
$262K – – –
SWM
2502
Salvus Wealth Management
New Jersey
$262K -$2.66K -44 -1%
MJP
2503
Michael J. Puzo
$262K – – –
6F
2504
626 Financial
Michigan
$262K -$71.5K -1,185 -22%
BAM
2505
Bosun Asset Management
Illinois
$262K – – –
FPIS
2506
Financial Planning & Information Services
Wisconsin
$262K +$248K +4,111 New
FFA
2507
Fi3 Financial Advisors
Indiana
$261K +$248K +4,101 New
GWCM
2508
Godshalk Welsh Capital Management
Pennsylvania
$261K -$26.3K -436 -10%
DIS
2509
Diversified Investment Strategies
Louisiana
$260K – – –
WFA
2510
Wellspring Financial Advisors
Ohio
$260K -$8.33K -138 -3%
PCA
2511
Prosperity Capital Advisors
Ohio
$260K +$247K +4,087 New
CVM
2512
Cheviot Value Management
California
$260K – – –
SA
2513
Syntax Advisors
New York
$259K -$18.7K -309 -7%
VCG
2514
Vantage Consulting Group
Virginia
$259K -$18.7K -309 -7%
SQA
2515
Simon Quick Advisors
New Jersey
$259K +$245K +4,066 New
AA
2516
Aufman Associates
Pennsylvania
$257K – – –
WH
2517
Willner & Heller
California
$257K +$16.1K +266 +7%
MAM
2518
McLean Asset Management
Virginia
$257K +$18.2K +301 +8%
MWM
2519
Madison Wealth Management
Ohio
$256K -$16.8K -279 -6%
WAG
2520
Winthrop Advisory Group
Massachusetts
$255K +$4.83K +80 +2%
EP
2521
Essential Planning
New Hampshire
$254K +$270K +4,479 New
MA
2522
McBroom & Associates
Nevada
$254K -$45.4K -752 -16%
DLG
2523
Daniel L. Goodwin
$254K +$241K +4,000 New
POIA
2524
Pin Oak Investment Advisors
Texas
$254K -$8.15K -135 -3%
TA
2525
TrueWealth Advisors
Alabama
$253K -$2.84K -47 -1%
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101
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