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Name Holding Trade Value Shares
Change 		Change in
Stake
BCIM
1776
Bishop & Co Investment Management
Pennsylvania
$203K +$200K +4,635 New
OFW
1777
Omnia Family Wealth
Florida
$202K -$13.3K -309 -6%
ATFA
1778
All Terrain Financial Advisors
Minnesota
$202K +$198K +4,595 New
GC
1779
Gilbert & Cook
Iowa
$202K +$199K +4,603 New
TVWM
1780
Tower View Wealth Management
Wisconsin
$201K +$691 +16 +0.3%
GWCM
1781
Godshalk Welsh Capital Management
Pennsylvania
$200K +$197K +4,550 New
SMFS
1782
Squar Milner Financial Services
California
$196K +$193K +4,476 New
PK
1783
Pflug Koory
Nebraska
$189K +$8.64K +200 +5%
CFD
1784
Creative Financial Designs
Indiana
$178K -$9.24K -214 -5%
1IA
1785
1834 Investment Advisors
Wisconsin
$178K – – –
CAGAS
1786
Capital Advisory Group Advisory Services
Minnesota
$177K -$19.5K -452 -10%
CWM
1787
Catamount Wealth Management
Connecticut
$176K -$173 -4 -0.1%
LF
1788
Lee Financial
Texas
$174K +$9.76K +226 +6%
BEAM
1789
Baker Ellis Asset Management
Washington
$171K – – –
CPA
1790
Clear Perspective Advisors
Illinois
$170K – – –
EAM
1791
Exane Asset Management
France
$169K +$124K +2,868 +291%
PCP
1792
Proficio Capital Partners
Massachusetts
$165K -$3.2K -74 -2%
GFP
1793
Gryphon Financial Partners
Ohio
$160K +$10.7K +248 +7%
AIM
1794
Advantage Investment Management
Iowa
$155K -$5.53K -128 -3%
LFG
1795
LifePlan Financial Group
Ohio
$153K +$5.53K +128 +4%
AFIA
1796
America First Investment Advisors
Nebraska
$152K -$6.18K -143 -4%
AC
1797
Avestar Capital
New York
$150K +$14.3K +330 +9%
DSN
1798
D. Scott Neal
Kentucky
$147K -$2.85K -66 -2%
JAM
1799
Jolley Asset Management
North Carolina
$145K -$1.47K -34 -1%
GAM
1800
Gemmer Asset Management
California
$143K -$950 -22 -0.7%
70 71
72
73 74