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Name Holding Trade Value Shares
Change 		Change in
Stake
CFGA
2701
Cambridge Financial Group (Arizona)
Arizona
$414K +$103K +840 +32%
RT
2702
Rockland Trust
Massachusetts
$414K +$421K +3,450 New
RMP
2703
Richards, Merrill & Peterson
Washington
$414K +$36.6K +300 +10%
MWM
2704
Mattern Wealth Management
Kansas
$414K +$54.9K +450 +15%
CPA
2705
Capital Planning Advisors
California
$412K -$11K -90 -3%
SP
2706
Symmetry Partners
Connecticut
$412K +$128K +1,050 +44%
PIMG
2707
Patriot Investment Management Group
Tennessee
$411K -$56.1K -460 -12%
DBRC
2708
D.B. Root & Company
Pennsylvania
$410K -$232K -1,900 -36%
RI
2709
Rinkey Investments
California
$410K +$30.5K +250 +8%
EW
2710
Enzi Wealth
Texas
$410K +$1.22K +10 +0.3%
MPPLM
2711
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$409K -$15.9K -130 -4%
TCM
2712
Triumph Capital Management
Colorado
$409K +$2.44K +20 +0.6%
BWA
2713
BlueChip Wealth Advisors
Georgia
$409K +$137K +1,120 +49%
SFI
2714
SPC Financial Inc
Maryland
$408K -$12.2K -100 -3%
TWM
2715
TCFG Wealth Management
California
$408K -$124K -1,020 -23%
LF
2716
Lantz Financial
Illinois
$408K -$61K -500 -13%
KB
2717
Kimelman & Baird
New York
$408K -$42.7K -350 -9%
OE
2718
October Effect
Virginia
$408K +$415K +3,400 New
PMFA
2719
Plante Moran Financial Advisors
Michigan
$407K -$3.66K -30 -0.9%
GIA
2720
GHP Investment Advisors
Colorado
$406K – – –
WA
2721
WESPAC Advisors
California
$406K +$47.6K +390 +13%
SIC
2722
Sterling Investment Counsel
New York
$406K +$414K +3,390 New
EPW
2723
Endeavor Private Wealth
Kansas
$405K -$35.4K -290 -8%
AWA
2724
Aletheian Wealth Advisors
Washington
$405K -$7.32K -60 -2%
PAS
2725
Parsonex Advisory Services
Colorado
$405K -$1.22K -10 -0.3%
107 108
109
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