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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
3726
Costello Asset Management
Pennsylvania
$263K +$10.3K +23 +4%
CPG
3727
Cornerstone Planning Group
New Jersey
$263K +$21K +47 +9%
PPW
3728
PACK Private Wealth
Minnesota
$262K +$241K +540 New
PIM
3729
Parker Investment Management
California
$260K +$239K +536 New
AA
3730
Aufman Associates
Pennsylvania
$259K +$238K +533 New
NWM
3731
Napa Wealth Management
California
$259K -$59.3K -133 -20%
UB
3732
Umpqua Bank
Oregon
$259K +$238K +533 New
MHIC
3733
Marble Harbor Investment Counsel
Massachusetts
$257K +$236K +530 New
SDWMA
3734
Schneider Downs Wealth Management Advisors
Pennsylvania
$257K +$236K +530 New
DAM
3735
Derbend Asset Management
Georgia
$257K +$236K +530 New
IWA
3736
Inspirion Wealth Advisors
Illinois
$256K +$236K +528 New
SWMG
3737
Sard Wealth Management Group
Georgia
$256K +$235K +526 New
WIA
3738
World Investment Advisors
California
$255K -$450K -1,008 -66%
BMMM
3739
Boston Mountain Money Management
Arkansas
$255K +$234K +524 New
POIA
3740
Pin Oak Investment Advisors
Texas
$254K -$2.23K -5 -0.9%
ETIA
3741
Epic Trust Investment Advisors
Washington
$253K +$232K +520 New
AWM
3742
Abound Wealth Management
Tennessee
$252K +$25K +56 +12%
PCM
3743
Presidio Capital Management
California
$252K +$231K +518 New
TFG
3744
Taylor Financial Group
Virginia
$252K +$231K +518 New
WFMPM
3745
Woodley Farra Manion Portfolio Management
Indiana
$251K -$32.1K -72 -12%
IF
3746
Ironwood Financial
Arizona
$250K +$230K +515 New
IMA
3747
Investment Management Associates
Colorado
$250K +$230K +515 New
DF
3748
Dunhill Financial
United Kingdom
$249K +$11.6K +26 +5%
PFA
3749
Pettinga Financial Advisors
Indiana
$249K +$229K +513 New
SCA
3750
Southern Capital Advisors
Tennessee
$249K -$2.26M -5,058 -91%
148 149
150
151 152