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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
3451
CM Wealth Advisors
Ohio
$398K +$380K +851 New
CFD
3452
Creative Financial Designs
Indiana
$398K -$1.03M -2,318 -74%
CFA
3453
Cahill Financial Advisors
Minnesota
$398K +$365K +819 New
YWS
3454
Yarger Wealth Strategies
Ohio
$397K +$36.6K +82 +11%
PCS
3455
Private Client Services
Kentucky
$396K -$41K -92 -10%
OPOWM
3456
One Plus One Wealth Management
Florida
$396K – – –
VIM
3457
Vista Investment Management
Pennsylvania
$395K +$446 +1 +0.1%
OAM
3458
Oxford Asset Management
United Kingdom
$394K +$362K +812 New
MWM
3459
Mascoma Wealth Management
New Hampshire
$394K – – –
CFGA
3460
Cambridge Financial Group (Arizona)
Arizona
$393K -$21.4K -48 -6%
CIA
3461
Citadel Investment Advisory
Ohio
$393K +$233K +523 +182%
SFG
3462
Sather Financial Group
Texas
$392K -$92.8K -208 -20%
LEA
3463
Legacy Edge Advisors
New York
$391K +$42.4K +95 +13%
RA
3464
Riverstone Advisors
Texas
$389K +$94.1K +211 +36%
WIA
3465
Wetzel Investment Advisors
Indiana
$389K +$1.78K +4 +0.5%
DDC
3466
DF Dent & Co
Maryland
$389K -$892 -2 -0.2%
VWM
3467
Valley Wealth Managers
New Jersey
$388K +$356K +799 New
LAM
3468
LifePro Asset Management
California
$388K -$287K -644 -45%
LC
3469
Lincoln Capital
Nebraska
$387K – – –
BA
3470
Bluesphere Advisors
Pennsylvania
$387K -$89.2K -200 -20%
GTAM
3471
Global Trust Asset Management
Florida
$387K -$13.4K -30 -4%
MWM
3472
Massachusetts Wealth Management
Massachusetts
$387K +$22.3K +50 +7%
PWS
3473
Private Wealth Strategies
Ohio
$386K -$225K -505 -39%
CCM
3474
Colorado Capital Management
Colorado
$385K – – –
VPP
3475
Vertex Planning Partners
Illinois
$384K -$96.8K -217 -22%
137 138
139
140 141