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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2751
Colorado Capital Management
Colorado
$364K – – –
KBFS
2752
Kohmann Bosshard Financial Services
Ohio
$363K -$26.9K -100 -8%
TA
2753
TruWealth Advisors
Louisiana
$363K -$18.8K -70 -5%
LF
2754
LifeSteps Financial
California
$363K -$10.8K -40 -3%
BAM
2755
Bruderman Asset Management
New York
$363K +$74K +275 +29%
AIM
2756
Arcadia Investment Management
Michigan
$361K – – –
OGC
2757
Oak Grove Capital
New Hampshire
$361K +$330K +1,227 New
EPWM
2758
Essex Private Wealth Management
Massachusetts
$360K – – –
BB
2759
Bell Bank
North Dakota
$359K – – –
AFS
2760
Axiom Financial Strategies
Indiana
$357K -$20.5K -76 -6%
WCG
2761
Weaver Consulting Group
California
$357K -$15.6K -58 -5%
LF
2762
Lee Financial
Texas
$357K – – –
MGAM
2763
McGowan Group Asset Management
Texas
$357K – – –
OWM
2764
Opes Wealth Management
California
$357K +$58.7K +218 +22%
SMFG
2765
Sumitomo Mitsui Financial Group
Japan
$357K +$275K +1,021 +466%
PWM
2766
Palumbo Wealth Management
New York
$356K -$11K -41 -3%
PWM
2767
PRW Wealth Management
Massachusetts
$355K -$44.7K -166 -12%
CH
2768
Canton Hathaway
Rhode Island
$354K +$72.7K +270 +29%
HFS
2769
Howard Financial Services
Texas
$353K +$13.5K +50 +4%
MF
2770
Montis Financial
Massachusetts
$353K +$35.3K +131 +12%
VPI
2771
Value Partners Investments
Manitoba, Canada
$353K +$323K +1,200 New
TI
2772
tru Independence
Oregon
$352K -$448K -1,663 -58%
WFC
2773
Western Financial Corp
California
$352K +$321K +1,194 New
P
2774
Palladiem
Pennsylvania
$351K -$14.5K -54 -4%
GF
2775
Gries Financial
Ohio
$351K +$310K +1,150 New
109 110
111
112 113