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Name Holding Trade Value Shares
Change 		Change in
Stake
BL
2551
BFSG LLC
California
$285K -$31K -500 -10%
MA
2552
MKT Advisors
California
$285K -$3.1K -50 -1%
CSWM
2553
Cassady Schiller Wealth Management
Ohio
$285K -$89.5K -1,446 -24%
SFA
2554
Source Financial Advisors
New York
$284K -$124 -2 -0%
ITIM
2555
Indiana Trust & Investment Management
Indiana
$283K -$18.6K -301 -6%
CCM
2556
Chiron Capital Management
Florida
$283K -$19.6K -316 -7%
CPRC
2557
Consolidated Portfolio Review Corp
New York
$282K +$58.8K +950 +27%
LA
2558
LexAurum Advisors
Kansas
$282K -$5.63K -91 -2%
OPOWM
2559
One Plus One Wealth Management
Florida
$282K – – –
MHS
2560
M Holdings Securities
Oregon
$282K +$273K +4,407 New
FFA
2561
Fi3 Financial Advisors
Indiana
$281K +$22.2K +359 +9%
TFM
2562
TFC Financial Management
Massachusetts
$280K +$1.3K +21 +0.5%
PWM
2563
PBMares Wealth Management
Virginia
$280K +$65.1K +1,051 +31%
MAG
2564
MRA Advisory Group
New Jersey
$279K -$2.35K -38 -0.9%
VWM
2565
VanWeelden Wealth Management
Ohio
$279K +$244K +3,945 New
WIM
2566
Westside Investment Management
California
$279K -$3.4K -55 -1%
BOS
2567
Bank of Stockton
California
$278K – – –
TSWM
2568
Triangle Securities Wealth Management
North Carolina
$278K -$6.19K -100 -2%
AGC
2569
Aspen Grove Capital
Colorado
$278K +$20.6K +332 +8%
BCM
2570
BTC Capital Management
Iowa
$277K -$1.86K -30 -0.7%
WCG
2571
Weaver Consulting Group
California
$277K +$40.7K +658 +18%
AIM
2572
Athena Investment Management
California
$277K -$1.67K -27 -0.6%
B
2573
Bensler
Washington
$277K +$2.79K +45 +1%
NCTC
2574
New Covenant Trust Company
Indiana
$276K -$14.2K -230 -5%
BMCM
2575
Burns Matteson Capital Management
New York
$275K -$288K -4,658 -52%
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103
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