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Name Holding Trade Value Shares
Change 		Change in
Stake
GIP
2501
Greatmark Investment Partners
Georgia
$350K – – –
CWM
2502
Centric Wealth Management
Illinois
$350K +$71.4K +277 +16%
LF
2503
LifeSteps Financial
California
$349K -$99.3K -385 -22%
DIM
2504
Delta Investment Management
California
$347K -$124K -479 -27%
HP
2505
HT Partners
Connecticut
$344K +$774 +3 +0.2%
WCM
2506
Windsor Capital Management
Arizona
$343K – – –
CHP
2507
Cable Hill Partners
Oregon
$342K +$22.4K +87 +7%
YMRC
2508
Yorktown Management & Research Company
Virginia
$340K – – –
I2I
2509
Insight 2811 Inc
Illinois
$339K -$27.1K -105 -7%
MWM
2510
Mattern Wealth Management
Kansas
$339K -$12.9K -50 -4%
AFS
2511
Axiom Financial Strategies
Indiana
$337K -$8.77K -34 -3%
CCM
2512
Colorado Capital Management
Colorado
$336K – – –
IWAG
2513
Integer Wealth Advisors Group
Georgia
$335K -$39.5K -153 -11%
DE
2514
Day & Ennis
Georgia
$335K +$1.55K +6 +0.5%
GC
2515
Globeflex Capital
California
$335K +$45.1K +175 +16%
SFG
2516
StrategIQ Financial Group
Indiana
$333K -$25.3K -98 -7%
BB
2517
Bell Bank
North Dakota
$333K – – –
PWM
2518
PRW Wealth Management
Massachusetts
$333K – – –
WFA
2519
Wellspring Financial Advisors
Ohio
$333K +$1.03K +4 +0.3%
UBV
2520
United Bank (Virginia)
Virginia
$332K +$11.9K +46 +4%
PCTC
2521
Perkins Coie Trust Company
Washington
$331K – – –
PCM
2522
Poehling Capital Management
Wisconsin
$329K -$190K -736 -37%
FM
2523
Family Management
New York
$328K -$388K -1,506 -55%
WCG
2524
Weaver Consulting Group
California
$328K -$94.1K -365 -23%
AA
2525
Advisory Alpha
Michigan
$325K -$12.4K -48 -4%
99 100
101
102 103