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Name Holding Trade Value Shares
Change 		Change in
Stake
BPFA
3301
Barnes Pettey Financial Advisors
Mississippi
$919K – – –
ACP
3302
Aveo Capital Partners
Colorado
$918K -$12.9K -22 -1%
RCM
3303
Radnor Capital Management
Pennsylvania
$916K – – –
RWRC
3304
R.W. Roge & Company
New York
$916K – – –
CBT
3305
Crews Bank & Trust
Florida
$913K +$915K +1,559 New
SL
3306
SFM LLC
New Hampshire
$912K +$29.3K +50 +3%
WAL
3307
W Advisors LLC
Tennessee
$912K +$68.1K +116 +8%
MAM
3308
McLean Asset Management
Virginia
$912K +$113K +192 +14%
WMWM
3309
Whitaker-Myers Wealth Managers
Ohio
$912K +$277K +472 +44%
AA
3310
Armis Advisers
Georgia
$912K +$914K +1,557 New
PCMF
3311
Private Capital Management (Florida)
Florida
$912K – – –
SFI
3312
SPC Financial Inc
Maryland
$912K +$117K +200 +15%
FSC
3313
Full Sail Capital
Oklahoma
$912K +$21.1K +36 +2%
FNT
3314
First Nebraska Trust
Nebraska
$909K +$29.3K +50 +3%
PPA
3315
Pacific Point Advisors
California
$908K +$757K +1,290 New
OC
3316
Optima Capital
Oregon
$908K +$910K +1,551 New
AWM
3317
Ameliora Wealth Management
Switzerland
$907K +$625K +1,064 +219%
SI
3318
Stonekeep Investments
New Mexico
$906K +$18.8K +32 +2%
MCM
3319
Mattern Capital Management
Colorado
$905K +$2.94K +5 +0.3%
EMAM
3320
Encompass More Asset Management
California
$905K -$312K -532 -26%
CMAI
3321
Capital Management Associates Inc
Minnesota
$904K -$58.1K -99 -6%
4WM
3322
4J Wealth Management
Virginia
$904K +$587 +1 +0.1%
SLWA
3323
San Luis Wealth Advisors
California
$903K +$16.4K +28 +2%
WIM
3324
Warwick Investment Management
Texas
$902K – – –
GIM
3325
Grassi Investment Management
California
$902K -$176K -300 -16%
131 132
133
134 135