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Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
2501
Boston Family Office
Massachusetts
$264K -$55.6K -343 -15%
AA
2502
Advisory Alpha
Michigan
$264K +$25.3K +156 +9%
BC
2503
Bridgefront Capital
Texas
$264K +$315K +1,944 New
CWM
2504
Castle Wealth Management
Florida
$263K +$9.72K +60 +3%
VWMG
2505
Virginia Wealth Management Group
Virginia
$263K +$314K +1,935 New
KFS
2506
Kurt F. Somerville
$262K – – –
SHFA
2507
SC&H Financial Advisors
Maryland
$262K – – –
MAM
2508
McCarthy Asset Management
California
$262K +$2.43K +15 +0.8%
AIM
2509
Aspen Investment Management
Michigan
$261K +$162 +1 +0.1%
WCG
2510
Weaver Consulting Group
California
$261K +$5.19K +32 +2%
EIP
2511
Ellis Investment Partners
Pennsylvania
$261K +$47.5K +293 +18%
WJA
2512
Willis Johnson & Associates
Texas
$260K -$11.3K -70 -4%
ACM
2513
Aljian Capital Management
Nevada
$260K – – –
CG
2514
Corundum Group
Colorado
$260K +$66K +407 +27%
NCM
2515
Northwest Capital Management
Oregon
$259K -$18K -111 -6%
NRW
2516
Nova R Wealth
Kansas
$259K +$6.48K +40 +2%
NEWAS
2517
N.E.W. Advisory Services
Wisconsin
$259K +$16.5K +102 +6%
GIM
2518
Goelzer Investment Management
Indiana
$258K -$2.69M -16,616 -90%
RCWM
2519
Royal Capital Wealth Management
Indiana
$258K -$251K -1,550 -45%
GIP
2520
Greatmark Investment Partners
Georgia
$258K -$64.8K -400 -17%
MCWA
2521
Meadow Creek Wealth Advisors
Georgia
$258K -$49.6K -306 -14%
SCM
2522
Shapiro Capital Management
Georgia
$258K +$308K +1,900 New
RP
2523
Rice Partnership
Hawaii
$257K – – –
CWM
2524
Curi Wealth Management
North Carolina
$257K +$166K +1,023 +118%
CIAS
2525
CFS Investment Advisory Services
New Jersey
$256K -$38.4K -237 -11%
99 100
101
102 103