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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
2801
Towerpoint Wealth
California
$242K -$951 -10 -0.4%
SBWIC
2802
Schaper Benz & Wise Investment Counsel
Wisconsin
$242K +$4.75K +50 +2%
AFA
2803
Allium Financial Advisors
Oregon
$242K +$246K +2,590 New
MM
2804
MQS Management
New York
$242K +$246K +2,590 New
MWM
2805
McNaughton Wealth Management
California
$241K -$8.56K -90 -3%
RCI
2806
RS Crum Inc
California
$241K +$2.85K +30 +1%
PBO
2807
Peoples Bank (Ohio)
Ohio
$241K -$25.7K -270 -9%
PWS
2808
Proactive Wealth Strategies
Georgia
$240K +$19K +200 +8%
MFG
2809
Mosaic Financial Group
Illinois
$238K – – –
HBWM
2810
Hollow Brook Wealth Management
New York
$238K – – –
SW
2811
StrongBox Wealth
Missouri
$238K – – –
SIM
2812
Studio Investment Management
Illinois
$237K -$126K -1,320 -34%
FAB
2813
First American Bank
Illinois
$237K – – –
CWM
2814
Certus Wealth Management
California
$236K – – –
KPWG
2815
KFA Private Wealth Group
Virginia
$236K -$28.5K -300 -11%
BAM
2816
Berkshire Asset Management
Pennsylvania
$236K +$196K +2,060 New
CIC
2817
Crawford Investment Counsel
Georgia
$235K -$8.56K -90 -3%
GCM
2818
Gallacher Capital Management
Colorado
$235K -$116K -1,220 -33%
FCB
2819
First County Bank
Connecticut
$235K -$8.56K -90 -3%
PWM
2820
Puff Wealth Management
New Jersey
$234K -$5.71K -60 -2%
SO
2821
Sierra Ocean
California
$234K -$3.8K -40 -2%
AFA
2822
Arlington Financial Advisors
California
$234K +$239K +2,510 New
TWA
2823
Tandem Wealth Advisors
Arizona
$233K -$7.61K -80 -3%
ST
2824
Spinnaker Trust
Maine
$233K – – –
ONSWM
2825
Old North State Wealth Management
North Carolina
$233K +$20K +210 +9%
111 112
113
114 115