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Name Holding Trade Value Shares
Change 		Change in
Stake
M
5576
MYeCFO
California
$472K – – –
ECM
5577
EMC Capital Management
Texas
$471K – – –
TDWM
5578
Topel & Distasi Wealth Management
California
$469K +$462K +906 New
CCA
5579
Clarity Capital Advisors
Florida
$468K – – –
ICMP
5580
Integrated Capital Management (Pennsylvania)
Pennsylvania
$466K – – –
MWM
5581
Maltin Wealth Management
New Jersey
$466K +$97.9K +192 +27%
KIC
5582
Keating Investment Counselors
Florida
$465K -$128K -250 -22%
AC
5583
AIFG Consultants
New York
$465K +$6.12K +12 +1%
GCM
5584
Graver Capital Management
Ohio
$465K -$109K -214 -19%
MA
5585
McGrath & Associates
North Carolina
$460K -$39.3K -77 -8%
SPA
5586
Shore Point Advisors
New Jersey
$459K +$9.69K +19 +2%
CFG
5587
Clayton Financial Group
Missouri
$457K +$450K +882 New
SIA
5588
Stegner Investment Associates
Kentucky
$457K +$450K +882 New
BCM
5589
Brown Capital Management
Maryland
$454K -$1.72M -3,376 -79%
FWP
5590
Family Wealth Partners
North Carolina
$452K +$38.3K +75 +9%
NA
5591
Nottingham Advisors
New York
$452K – – –
WWP
5592
Wise Wealth Partners
Arizona
$447K – – –
CAM
5593
Clarity Asset Management
Iowa
$447K -$240K -471 -35%
CWM
5594
Certus Wealth Management
California
$445K +$19.4K +38 +5%
MRP
5595
Measured Risk Portfolios
California
$445K -$12.2K -24 -3%
LFG
5596
Leverty Financial Group
Wisconsin
$442K +$11.2K +22 +3%
CEI
5597
Clark Estates Inc
New York
$442K – – –
AIS
5598
American Investment Services
Massachusetts
$440K – – –
DK
5599
David Kennon
Florida
$438K – – –
EI
5600
eCIO Inc
Wisconsin
$434K +$89.3K +175 +26%
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224
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