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Name Holding Trade Value Shares
Change 		Change in
Stake
PO
3326
Private Ocean
California
$470K +$3.57K +8 +0.8%
EB
3327
Exchange Bank
California
$470K – – –
CCA
3328
Cottonwood Capital Advisors
Utah
$470K -$164K -368 -28%
IFA
3329
Index Fund Advisors
California
$470K – – –
CF
3330
Crosspoint Financial
California
$469K -$8.92K -20 -2%
PPW
3331
Pasadena Private Wealth
California
$468K – – –
NRW
3332
Nova R Wealth
Kansas
$467K +$429K +962 New
CTFG
3333
Capstone Triton Financial Group
Oklahoma
$467K +$11.2K +25 +3%
FC
3334
FCA Corp
Texas
$466K -$81.6K -183 -16%
MBTD
3335
Mechanics Bank - Trust Department
California
$466K +$35.2K +79 +9%
MSA
3336
McAlister Sweet & Associates
Texas
$465K – – –
RCI
3337
RS Crum Inc
California
$464K +$11.2K +25 +3%
WA
3338
Waterford Advisors
New York
$464K +$84.8K +190 +25%
SI
3339
Seeds Investor
New York
$464K +$426K +955 New
EFMC
3340
Empire Financial Management Company
New York
$464K -$16.1K -36 -4%
CWM
3341
Cahaba Wealth Management
Georgia
$463K +$99K +222 +30%
PMG
3342
Private Management Group
California
$461K -$39.3K -88 -8%
T
3343
TCWP
Ohio
$461K +$4.01K +9 +1%
AMBIA
3344
Allen Mooney & Barnes Investment Advisors
Georgia
$461K +$70.9K +159 +22%
IWS
3345
Insight Wealth Strategies
California
$460K -$14.3K -32 -3%
AWM
3346
Affinity Wealth Management
Delaware
$460K -$27.2K -61 -6%
CW
3347
Channel Wealth
California
$459K -$32.1K -72 -7%
NWM
3348
NRI Wealth Management
California
$459K +$11.6K +26 +3%
KAM
3349
Kraft Asset Management
Tennessee
$459K +$89.2K +200 +27%
BSAM
3350
Blue Square Asset Management
New York
$458K – – –
132 133
134
135 136