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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
4376
Carmel Capital Management
California
$730K – – –
EP
4377
EPIQ Partners
Minnesota
$728K +$8.78K +28 +1%
BCM
4378
Birmingham Capital Management
Alabama
$727K -$407K -1,300 -38%
PC
4379
Prairiewood Capital
North Dakota
$725K – – –
BWM
4380
Brown Wealth Management
Illinois
$723K +$665K +2,123 New
SW
4381
Signify Wealth
Missouri
$722K +$665K +2,121 New
JC
4382
Jentner Corp
Ohio
$721K +$94K +300 +17%
OGF
4383
Orin Green Financial
California
$720K -$120K -383 -15%
LAM
4384
Lingohr Asset Management
Germany
$719K – – –
DWMG
4385
DB Wealth Management Group
California
$717K -$1.25K -4 -0.2%
KL
4386
KilterHowling LLC
Colorado
$714K +$75.5K +241 +13%
NICM
4387
Neo Ivy Capital Management
New York
$707K +$651K +2,076 New
IPW
4388
Intergy Private Wealth
Colorado
$703K +$141K +449 +28%
HIS
4389
Harvest Investment Services
Illinois
$703K +$295K +942 +84%
ETS
4390
ESL Trust Services
New York
$700K -$79.3K -253 -11%
GWA
4391
Geometric Wealth Advisors
District of Columbia
$700K +$67.7K +216 +12%
DI
4392
Disciplined Investments
Oklahoma
$699K -$219K -700 -25%
ASFA
4393
All Season Financial Advisors
Colorado
$699K -$34.8K -111 -5%
SEA
4394
Stegent Equity Advisors
Texas
$697K -$14.4K -46 -2%
HCRE
4395
Hoya Capital Real Estate
Connecticut
$696K – – –
MWM
4396
Maripau Wealth Management
Indiana
$695K +$172K +548 +37%
BAG
4397
Bridgewealth Advisory Group
California
$695K – – –
WF
4398
Whelan Financial
California
$693K +$313 +1 +0%
BSWM
4399
Boston Standard Wealth Management
Massachusetts
$691K +$3.45K +11 +0.5%
DFG
4400
Demars Financial Group
Washington
$687K -$18.8K -60 -3%
174 175
176
177 178