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Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1801
OmniStar Financial Group
North Carolina
$660K +$63.7K +1,144 +11%
CIM
1802
Chapman Investment Management
California
$658K -$265K -4,755 -30%
SPWM
1803
Schrum Private Wealth Management
Florida
$658K +$620K +11,131 New
MCCP
1804
Mission Creek Capital Partners
California
$657K -$13.5K -242 -2%
AWAP
1805
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$657K -$7.96K -143 -1%
ASFA
1806
All Season Financial Advisors
Colorado
$656K +$15.7K +282 +3%
LSA
1807
Lion Street Advisors
Texas
$655K +$7.8K +140 +1%
KWMG
1808
King Wealth Management Group
Florida
$653K -$14.6K -262 -2%
TWM
1809
Thrive Wealth Management
Pennsylvania
$652K +$613K +11,016 New
BSI
1810
Bennett Selby Investments
Maine
$651K +$11.1K +200 +2%
KSWA
1811
Kathleen S. Wright Associates
Pennsylvania
$651K +$613K +11,000 New
ACS
1812
Archford Capital Strategies
Illinois
$648K -$891 -16 -0.1%
BAS
1813
Brown Advisory Securities
Maryland
$646K -$301K -5,400 -33%
IWA
1814
IVC Wealth Advisors
Pennsylvania
$643K -$22.3K -400 -4%
CA
1815
Cambridge Advisors
Nebraska
$643K -$6.29K -113 -1%
HCM
1816
Hutchinson Capital Management
California
$642K +$2.51K +45 +0.4%
VCM
1817
Vivaldi Capital Management
Illinois
$642K +$2.51K +45 +0.4%
CCFM
1818
Clear Creek Financial Management
Washington
$642K +$13.5K +243 +2%
KP
1819
Keel Point
Alabama
$641K -$12K -215 -2%
PL
1820
Plancorp LLC
Missouri
$640K +$12.8K +230 +2%
HWIS
1821
Hancock Whitney Investment Services
Louisiana
$640K +$595K +10,694 New
IFS
1822
Ifrah Financial Services
Arkansas
$634K +$3.62K +65 +0.6%
VCM
1823
Virtue Capital Management
Tennessee
$633K -$47.1K -846 -7%
WA1
1824
Wimmer Associates 1
California
$633K -$7.41K -133 -1%
BT
1825
Brandywine Trust
Delaware
$632K – – –
71 72
73
74 75