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Name Holding Trade Value Shares
Change 		Change in
Stake
FZCM
3026
Flynn Zito Capital Management
New York
$253K – – –
CF
3027
Clarity Financial
Texas
$253K -$101K -196 -29%
PFA
3028
Pathway Financial Advisers
Indiana
$253K +$7.76K +15 +3%
BCM
3029
BluePointe Capital Management
California
$253K +$248K +480 New
OA
3030
Operose Advisors
Wisconsin
$253K -$55.9K -108 -18%
LWM
3031
LJI Wealth Management
Indiana
$253K +$2.07K +4 +0.8%
CPL
3032
Capital & Planning LLC
Georgia
$252K +$247K +478 New
CW
3033
Channel Wealth
California
$251K – – –
NB
3034
Northwest Bancshares
Pennsylvania
$251K -$280K -540 -53%
HCM
3035
Heathbridge Capital Management
Ontario, Canada
$250K – – –
CISOA
3036
Capital Investment Services of America
Wisconsin
$250K +$9.84K +19 +4%
BA
3037
BIP Alliance
Georgia
$250K +$246K +475 New
BFA
3038
Bill Few Associates
Pennsylvania
$250K +$5.18K +10 +2%
VBWMG
3039
Von Berge Wealth Management Group
California
$250K +$518 +1 +0.2%
HWMO
3040
Heritage Wealth Management (Ohio)
Ohio
$249K – – –
AIA
3041
Accelerate Investment Advisors
California
$248K +$23.3K +45 +11%
FS
3042
Financial Symmetry
North Carolina
$247K – – –
ECM
3043
Exchange Capital Management
Michigan
$247K +$10.9K +21 +5%
WAM
3044
Wallington Asset Management
Indiana
$247K -$20.7K -40 -8%
TPWA
3045
Twin Peaks Wealth Advisors
California
$247K +$243K +469 New
PCM
3046
Passive Capital Management
Maryland
$246K +$1.55K +3 +0.6%
SICM
3047
Sustainable Insight Capital Management
New York
$246K -$104K -200 -30%
LIA
3048
LifePlan Investment Advisors
North Carolina
$246K +$7.76K +15 +3%
LFS
3049
Legacy Financial Strategies
Kansas
$246K +$6.21K +12 +3%
VAMG
3050
Voisard Asset Management Group
Michigan
$245K +$518 +1 +0.2%
120 121
122
123 124