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Name Holding Trade Value Shares
Change 		Change in
Stake
ACP
1626
Aveo Capital Partners
Colorado
$242K – – –
BRF
1627
B. Riley Financial
California
$242K +$244K +5,369 New
B
1628
Bridgeworth
Alabama
$241K -$928K -20,398 -79%
CG
1629
CFO4Life Group
Texas
$240K +$31.8K +699 +15%
PBO
1630
Peoples Bank (Ohio)
Ohio
$237K – – –
GAAM
1631
Guinness Atkinson Asset Management
California
$236K – – –
CW
1632
Cobiz Wealth
Colorado
$235K -$134K -2,951 -36%
VST
1633
Van Strum & Towne
California
$234K – – –
MCMT
1634
Moon Capital Management (Tennessee)
Tennessee
$234K +$136 +3 +0.1%
MCA
1635
Morris Capital Advisors
Pennsylvania
$233K – – –
CSA
1636
Cottage Street Advisors
Massachusetts
$232K – – –
MWM
1637
Meridian Wealth Management
Kentucky
$231K -$256K -5,622 -52%
CIP
1638
Capital Insight Partners
Arizona
$231K -$21.3K -468 -8%
FLPIM
1639
F.L. Putnam Investment Management
Massachusetts
$231K +$233K +5,131 New
CWM
1640
Concentric Wealth Management
California
$230K – – –
SCM
1641
SOL Capital Management
Maryland
$230K – – –
UWPG
1642
Ullmann Wealth Partners Group
Florida
$229K -$601K -13,208 -71%
MCM
1643
McRae Capital Management
New Jersey
$229K -$118K -2,600 -34%
SEIA
1644
Signature Estate & Investment Advisors
California
$228K +$409 +9 +0.2%
WDL
1645
Well Done LLC
Michigan
$228K +$9.1K +200 +4%
IWA
1646
Intercontinental Wealth Advisors
Texas
$227K – – –
BOS
1647
Bingham Osborn & Scarborough
California
$227K +$10.7K +235 +5%
CA
1648
Capital Advantage
California
$226K -$23.7K -520 -9%
DLHL
1649
Donald L. Hagan LLC
Florida
$224K -$17.1K -376 -7%
CCA
1650
Conservest Capital Advisors
Pennsylvania
$224K +$1.68K +37 +0.8%
64 65
66
67 68