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Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
2501
Elwood & Goetz Wealth Advisory Group
Georgia
$266K -$21.3K -343 -7%
VFP
2502
Verus Financial Partners
Virginia
$265K +$2.67K +43 +1%
TFCP
2503
Twin Focus Capital Partners
Massachusetts
$264K -$44.7K -719 -14%
NIC
2504
Northwest Investment Counselors
Oregon
$264K -$32.9K -529 -11%
KTM
2505
Keeler Thomas Management
Utah
$263K -$93.3K -1,500 -26%
BSSFA
2506
Baron Silver Stevens Financial Advisors
Florida
$263K +$249 +4 +0.1%
SWP
2507
Strategic Wealth Partners
Ohio
$262K +$13.3K +214 +5%
NWMG
2508
National Wealth Management Group
Ohio
$262K +$1.99K +32 +0.7%
PIA
2509
Powell Investment Advisors
Florida
$262K -$400K -6,426 -60%
TA
2510
Trellis Advisors
Washington
$262K -$498 -8 -0.2%
CCC
2511
Chelsea Counsel Company
California
$262K +$50.6K +813 +23%
PCMC
2512
Private Capital Management (Colorado)
Colorado
$262K -$30.2K -485 -10%
WSWA
2513
Warren Street Wealth Advisors
California
$262K +$58.2K +936 +27%
BPFA
2514
Barnes Pettey Financial Advisors
Mississippi
$262K -$7.28K -117 -3%
CG
2515
Cynosure Group
Utah
$261K +$270K +4,337 New
KCFA
2516
Key Client Fiduciary Advisors
New Jersey
$261K +$21.8K +350 +9%
NFSG
2517
Newbridge Financial Services Group
Florida
$259K -$8.46K -136 -3%
BOS
2518
Bank of Stockton
California
$258K – – –
IW
2519
Instrumental Wealth
Florida
$257K -$4.42K -71 -2%
LJHT
2520
Laurie J. Hall Trustee
$256K – – –
WS
2521
Wela Strategies
Georgia
$256K +$1.31K +21 +0.5%
P
2522
Palladiem
Pennsylvania
$256K – – –
SSI
2523
Scott & Selber Inc
Texas
$255K – – –
SCM
2524
SOL Capital Management
Maryland
$255K – – –
HG
2525
Harbor Group
New Hampshire
$255K +$263K +4,234 New
99 100
101
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