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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
2951
CBIZ Investment Advisory Services
Ohio
$130K +$123K +270 New
RP
2952
Rowlandmiller & Partners
Georgia
$130K – – –
CSWM
2953
Cassady Schiller Wealth Management
Ohio
$128K +$2.74K +6 +2%
MHR
2954
Matthew Hamilton Rosenberg
$125K +$16.5K +36 +16%
GC
2955
Garde Capital
Washington
$125K -$76.3K -167 -39%
UFF
2956
USA Financial Formulas
Michigan
$125K -$880K -1,926 -88%
FPF
2957
First Pacific Financial
Washington
$114K +$2.74K +6 +3%
BLC
2958
Brown, Lisle/Cummings
Rhode Island
$111K – – –
KFS
2959
Kelly Financial Services
Massachusetts
$108K +$37K +81 +57%
RDFA
2960
Ritter Daniher Financial Advisory
Ohio
$108K – – –
PCA
2961
Providence Capital Advisors
North Carolina
$107K – – –
EWP
2962
Elevation Wealth Partners
California
$106K +$40.7K +89 +68%
HWM
2963
HighMark Wealth Management
Minnesota
$105K – – –
WTA
2964
Washington Trust Advisors
Massachusetts
$100K -$37K -81 -28%
EA
2965
Evolution Advisers
Virginia
$99K – – –
PP
2966
PFS Partners
New Jersey
$98.8K – – –
CPG
2967
Custom Portfolio Group
Colorado
$96.3K – – –
GWP
2968
Gen-Wealth Partners
Michigan
$96.3K +$91.4K +200 New
MSG
2969
Main Street Group
Virginia
$94.7K – – –
DCM
2970
Davis Capital Management
Florida
$94.2K – – –
TIM
2971
Tortoise Investment Management
New York
$92.5K +$4.11K +9 +5%
BMC
2972
Bear Mountain Capital
Washington
$92K – – –
LI
2973
LRI Investments
Florida
$91K +$86.4K +189 New
FGAM
2974
Financial Gravity Asset Management
Texas
$89.1K +$457 +1 +0.5%
OPTFSNA
2975
Old Point Trust & Financial Services N A
Virginia
$89.1K +$68.6K +150 +429%
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119
120 121