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Name Holding Trade Value Shares
Change 		Change in
Stake
VIM
2526
Vista Investment Management
Pennsylvania
$273K -$41.8K -200 -14%
BCA
2527
Bay Colony Advisors
Massachusetts
$273K +$251K +1,203 New
AC
2528
AlphaCore Capital
California
$272K -$86.6K -415 -26%
HFP
2529
Holistic Financial Partners
Indiana
$272K -$39.9K -191 -14%
KBFS
2530
Kohmann Bosshard Financial Services
Ohio
$271K +$3.76K +18 +2%
GG
2531
GenWealth Group
New Jersey
$271K +$238K +1,140 New
CC
2532
Callan Capital
California
$270K +$248K +1,190 New
HIS
2533
Harvest Investment Services
Illinois
$269K -$18.6K -89 -7%
RWG
2534
Regal Wealth Group
California
$269K – – –
CANC
2535
Culbertson A N & Co
Virginia
$269K +$247K +1,185 New
BZWA
2536
Blue Zone Wealth Advisors
California
$267K +$246K +1,176 New
PFA
2537
Pathway Financial Advisors
Vermont
$267K +$246K +1,176 New
DP
2538
Dearborn Partners
Illinois
$266K +$245K +1,172 New
EPWM
2539
Essex Private Wealth Management
Massachusetts
$265K -$36.5K -175 -13%
HKIM
2540
Hayek Kallen Investment Management
Alabama
$265K +$244K +1,168 New
BMO
2541
Beck Mack & Oliver
New York
$265K +$244K +1,169 New
CF
2542
Corrigan Financial
Rhode Island
$264K +$243K +1,163 New
WFMPM
2543
Woodley Farra Manion Portfolio Management
Indiana
$264K -$20.9K -100 -8%
ARG
2544
Advisory Resource Group
Oklahoma
$264K +$243K +1,162 New
EMFAT
2545
Emerald Mutual Fund Advisers Trust
Pennsylvania
$264K +$243K +1,163 New
FSWA
2546
Financial Synergies Wealth Advisors
Texas
$263K +$242K +1,157 New
CAL
2547
Capital Advisors Ltd
Ohio
$262K -$12.5K -60 -5%
CFD
2548
Creative Financial Designs
Indiana
$262K +$162K +778 +207%
CSWG
2549
Cardinal Strategic Wealth Guidance
Kentucky
$262K +$241K +1,155 New
SAM
2550
Seelaus Asset Management
New Jersey
$262K +$241K +1,155 New
100 101
102
103 104