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Name Holding Trade Value Shares
Change 		Change in
Stake
BRA
3676
Biechele Royce Advisors
Indiana
$383K -$20.1K -39 -6%
CAM
3677
Columbia Asset Management
Michigan
$383K +$17K +33 +5%
KCM
3678
Kennicott Capital Management
California
$383K – – –
SC
3679
Saiph Capital
New Jersey
$379K +$24.2K +47 +8%
PCM
3680
Presidio Capital Management
California
$378K +$23.7K +46 +7%
PIFP
3681
Partners in Financial Planning
Virginia
$377K – – –
HFS
3682
Heritage Financial Services
Massachusetts
$375K +$58.7K +114 +21%
WA1
3683
Wimmer Associates 1
California
$375K +$64.3K +125 +24%
GD
3684
Grandfield & Dodd
New York
$374K – – –
SA
3685
Skyline Advisors
Washington
$374K -$67.4K -131 -17%
BAM
3686
Bosun Asset Management
Illinois
$373K +$14.4K +28 +4%
OCFG
3687
O'Connor Financial Group
Illinois
$373K +$2.57K +5 +0.8%
EC
3688
Eaton-Cambridge
Arizona
$372K -$4.12K -8 -1%
SWRP
3689
Summit Wealth & Retirement Planning
California
$372K – – –
ONSWM
3690
Old North State Wealth Management
North Carolina
$372K +$32.9K +64 +11%
CP
3691
Creekside Partners
California
$371K – – –
NCMW
3692
Northern Capital Management (Washington)
Washington
$370K – – –
SFS
3693
Security Financial Services
Indiana
$368K +$8.23K +16 +3%
SIG
3694
Spinnaker Investment Group
California
$367K +$2.06K +4 +0.6%
WFPG
3695
Waller Financial Planning Group
Ohio
$366K – – –
HAFS
3696
Hapanowicz & Associates Financial Services
Pennsylvania
$366K – – –
LIM
3697
Lathrop Investment Management
Arkansas
$365K +$90K +175 +38%
DA
3698
Detalus Advisors
Missouri
$364K +$31.9K +62 +11%
W
3699
Wealthquest
Ohio
$363K -$30.4K -59 -9%
WH
3700
Willner & Heller
California
$361K +$325K +631 New
146 147
148
149 150