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Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
4876
CBIZ Investment Advisory Services
Ohio
$239K -$62.1K -93 -20%
AA
4877
Alpha Advisors
Virginia
$239K +$34.1K +51 +16%
PD
4878
Planning Directions
Pennsylvania
$239K +$40.1K +60 +20%
KPPF
4879
Klein Pavlis & Peasley Financial
California
$238K +$241K +361 New
ACA
4880
Anchor Capital Advisors
Massachusetts
$238K – – –
FNWA
4881
Financial Network Wealth Advisors
Utah
$238K +$19.4K +29 +9%
BCM
4882
Bluefin Capital Management
New York
$236K +$239K +358 New
VST
4883
Van Strum & Towne
California
$235K -$20K -30 -8%
CWM
4884
ClientFirst Wealth Management
Arkansas
$235K – – –
LRIC
4885
Long Road Investment Counsel
Michigan
$234K – – –
JTF
4886
J. Team Financial
Texas
$234K +$2K +3 +0.9%
KRW
4887
Kaufman Rossin Wealth
Florida
$233K -$117K -175 -33%
1CM
4888
1492 Capital Management
Wisconsin
$233K -$109K -163 -32%
MRP
4889
Measured Risk Portfolios
California
$233K -$2.67K -4 -1%
ACM
4890
Aspen Capital Management
Idaho
$232K – – –
VMMC
4891
V.M. Manning & Co
South Carolina
$232K -$35.4K -53 -13%
CLP
4892
Charis Legacy Partners
Texas
$232K -$90.8K -136 -28%
NCM
4893
Noesis Capital Mangement
Florida
$231K -$65.4K -98 -22%
NPA
4894
Nichols & Pratt Advisers
Massachusetts
$231K – – –
BCM
4895
Basso Capital Management
Connecticut
$231K +$100K +150 +75%
5SA
4896
5th Street Advisors
Connecticut
$231K +$234K +350 New
SA
4897
Stolz & Associates
Washington
$231K +$234K +350 New
FWMP
4898
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$231K – – –
JE
4899
JMAC Enterprises
Pennsylvania
$230K – – –
CCA
4900
Cooper Capital Advisors
California
$230K +$233K +349 New
194 195
196
197 198