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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
3126
Clearwater Capital Advisors
Illinois
$252K -$17.5K -58 -6%
SWM
3127
Scissortail Wealth Management
Oklahoma
$251K +$245K +814 New
PCTC
3128
Perkins Coie Trust Company
Washington
$251K +$24.4K +81 +11%
AFG
3129
Alterity Financial Group
Maine
$250K – – –
ACM
3130
Advance Capital Management
Michigan
$249K +$19.9K +66 +9%
SCM
3131
Stonehearth Capital Management
Massachusetts
$249K -$131K -434 -34%
SPAS
3132
Spectrum Planning & Advisory Services
California
$248K – – –
BFS
3133
Baskin Financial Services
Ontario, Canada
$248K – – –
GTAM
3134
Global Trust Asset Management
Florida
$248K +$30.1K +100 +14%
BA
3135
BCM Advisors
Louisiana
$248K – – –
PBC
3136
Pavion Blue Capital
California
$248K – – –
AFS
3137
AFG Fiduciary Services
Massachusetts
$248K – – –
FNB
3138
Farmers National Bank
Kentucky
$247K -$4.82K -16 -2%
LWAM
3139
Legacy Wealth Asset Management
Minnesota
$246K – – –
PCFFS
3140
Pacific Center for Financial Services
California
$245K – – –
OPOWM
3141
One Plus One Wealth Management
Florida
$245K – – –
IIM
3142
Ironwood Investment Management
Massachusetts
$244K – – –
MWM
3143
Mascoma Wealth Management
New Hampshire
$243K – – –
WA
3144
Waterford Advisors
New York
$243K +$244K +811 New
M
3145
MYeCFO
California
$243K -$17.2K -57 -7%
PFA
3146
Petra Financial Advisors
Colorado
$243K +$244K +809 New
ACS
3147
Archford Capital Strategies
Illinois
$243K +$28K +93 +13%
TCMP
3148
Thrive Capital Management (Pennsylvania)
Pennsylvania
$242K +$243K +807 New
DDC
3149
DF Dent & Co
Maryland
$242K -$113K -374 -32%
BCP
3150
Blue Chip Partners
Michigan
$241K +$301 +1 +0.1%
124 125
126
127 128