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Name Holding Trade Value Shares
Change 		Change in
Stake
POIA
1601
Pin Oak Investment Advisors
Texas
$236K +$179K +3,380 +296%
FNT
1602
First Nebraska Trust
Nebraska
$235K +$9.02K +170 +4%
SGK
1603
Steigerwald Gordon & Koch
Virginia
$234K -$24.4K -460 -9%
RGC
1604
Roberts, Glore & Co
Illinois
$234K -$3.18K -60 -1%
CPW
1605
Catalyst Private Wealth
California
$234K +$3.71K +70 +2%
WC
1606
Woodstock Corp
Massachusetts
$233K -$7.43K -140 -3%
HAS
1607
HBW Advisory Services
California
$233K +$236K +4,450 New
CWM
1608
Connecticut Wealth Management
Connecticut
$232K -$1.59K -30 -0.7%
GJCM
1609
Grand Jean Capital Management
California
$231K – – –
MCM
1610
Monument Capital Management
Virginia
$230K -$3.18K -60 -1%
TIAM2
1611
Tru Independence Asset Management 2
Oregon
$228K +$1.59K +30 +0.7%
GF
1612
Gries Financial
Ohio
$227K +$248K +4,670 New
OA
1613
Oxbow Advisors
Texas
$226K -$128K -2,410 -36%
ACP
1614
Aveo Capital Partners
Colorado
$226K +$230K +4,340 New
MIA
1615
MainStreet Investment Advisors
Illinois
$225K -$135K -2,550 -37%
CHP
1616
Cable Hill Partners
Oregon
$225K -$58.3K -1,100 -20%
MLFP
1617
MPS Loria Financial Planners
Illinois
$225K +$210K +3,950 +1,068%
BWM
1618
BerganKDV Wealth Management
Minnesota
$224K -$6.9K -130 -3%
MPIA
1619
Mountain Pacific Investment Advisers
Idaho
$224K – – –
CFD
1620
Creative Financial Designs
Indiana
$224K +$14.9K +280 +7%
SCS
1621
Syquant Capital SAS
France
$224K +$228K +4,300 New
PFA
1622
Pure Financial Advisors
California
$223K -$18.6K -350 -8%
TWM
1623
TriaGen Wealth Management
California
$222K -$149K -2,800 -40%
DCM
1624
Dimension Capital Management
Florida
$222K +$225K +4,250 New
CWM
1625
Concentric Wealth Management
California
$221K +$530 +10 +0.2%
63 64
65
66 67