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Name Holding Trade Value Shares
Change 		Change in
Stake
WDL
2501
Well Done LLC
Michigan
$350K -$213K -826 -38%
WA
2502
Waverly Advisors
Alabama
$350K -$2.58K -10 -0.7%
GIP
2503
Greatmark Investment Partners
Georgia
$350K – – –
CWM
2504
Centric Wealth Management
Illinois
$350K +$71.4K +277 +16%
LF
2505
LifeSteps Financial
California
$349K -$99.3K -385 -22%
DIM
2506
Delta Investment Management
California
$347K -$124K -479 -27%
HP
2507
HT Partners
Connecticut
$344K +$774 +3 +0.2%
WCM
2508
Windsor Capital Management
Arizona
$343K – – –
CHP
2509
Cable Hill Partners
Oregon
$342K +$22.4K +87 +7%
YMRC
2510
Yorktown Management & Research Company
Virginia
$340K – – –
I2I
2511
Insight 2811 Inc
Illinois
$339K -$27.1K -105 -7%
MWM
2512
Mattern Wealth Management
Kansas
$339K -$12.9K -50 -4%
AFS
2513
Axiom Financial Strategies
Indiana
$337K -$8.77K -34 -3%
CCM
2514
Colorado Capital Management
Colorado
$336K – – –
IWAG
2515
Integer Wealth Advisors Group
Georgia
$335K -$39.5K -153 -11%
DE
2516
Day & Ennis
Georgia
$335K +$1.55K +6 +0.5%
GC
2517
Globeflex Capital
California
$335K +$45.1K +175 +16%
SFG
2518
StrategIQ Financial Group
Indiana
$333K -$25.3K -98 -7%
BB
2519
Bell Bank
North Dakota
$333K – – –
PWM
2520
PRW Wealth Management
Massachusetts
$333K – – –
WFA
2521
Wellspring Financial Advisors
Ohio
$333K +$1.03K +4 +0.3%
UBV
2522
United Bank (Virginia)
Virginia
$332K +$11.9K +46 +4%
PCTC
2523
Perkins Coie Trust Company
Washington
$331K – – –
PCM
2524
Poehling Capital Management
Wisconsin
$329K -$190K -736 -37%
FM
2525
Family Management
New York
$328K -$388K -1,506 -55%
99 100
101
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