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Name Holding Trade Value Shares
Change 		Change in
Stake
EFL
1451
ERn Financial LLC
Wisconsin
$351K +$391K +9,380 New
CWS
1452
Cypress Wealth Services
California
$349K +$59.1K +1,420 +18%
DI
1453
Diligent Investors
California
$349K +$154K +3,710 +66%
RFN
1454
Redwood Financial Network
Ohio
$349K +$388K +9,330 New
9WM
1455
9258 Wealth Management
Ohio
$348K -$1.67K -40 -0.4%
IC
1456
Intersect Capital
California
$348K +$833 +20 +0.2%
FIM
1457
Fernwood Investment Management
Massachusetts
$348K +$77K +1,850 +25%
EAM
1458
Evanson Asset Management
California
$346K +$81.6K +1,960 +27%
FNT
1459
First National Trust
Pennsylvania
$344K -$31.6K -760 -8%
SA
1460
SWM Advisors
Florida
$344K – – –
RWP
1461
Ridgecrest Wealth Partners
California
$344K +$92.8K +2,230 +32%
PFG
1462
PAX Financial Group
Texas
$343K -$219K -5,250 -36%
DP
1463
Dearborn Partners
Illinois
$343K -$21.6K -520 -5%
CWM
1464
Cherrydale Wealth Management
New Jersey
$343K +$382K +9,170 New
OAM
1465
Oak Asset Management
California
$342K -$4.16K -100 -1%
AMC
1466
Asset Management Corp
Illinois
$342K -$2.91K -70 -0.8%
BPCA
1467
Bank Pictet & Cie (Asia)
Singapore
$341K – – –
PGH
1468
Partners Group Holding
Switzerland
$340K – – –
LC
1469
Lindbrook Capital
California
$340K +$5.41K +130 +1%
SWM
1470
Salvus Wealth Management
New Jersey
$340K +$206K +4,940 +119%
CIC
1471
Carnegie Investment Counsel
Ohio
$339K +$22.1K +530 +6%
TFGT
1472
TS Financial Group (TSFG)
Illinois
$338K +$9.58K +230 +3%
MSR
1473
Main Street Research
Connecticut
$335K -$114K -2,740 -23%
SSW
1474
Smith Shellnut Wilson
Mississippi
$335K -$12.5K -300 -3%
UAS
1475
United Asset Strategies
New York
$334K +$1.25K +30 +0.3%
57 58
59
60 61