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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1801
Kaizen Financial Strategies
California
$445K +$5.07K +90 +1%
BIA
1802
Benchmark Investment Advisors
Illinois
$445K +$71.6K +1,270 +21%
SCM
1803
Saxony Capital Management
Missouri
$442K -$6.77K -120 -2%
BWM
1804
BCS Wealth Management
Tennessee
$441K – – –
WTC
1805
WhitTier Trust Company
Nevada
$438K +$142K +2,510 +53%
MLFP
1806
MPS Loria Financial Planners
Illinois
$438K -$80.6K -1,430 -17%
LA
1807
Latitude Advisors
Florida
$437K -$88.5K -1,570 -18%
PP
1808
Pegasus Partners
Wisconsin
$436K -$4.51K -80 -1%
TF
1809
Trek Financial
Arizona
$436K +$91.3K +1,620 +29%
TCM
1810
Tufton Capital Management
Maryland
$435K – – –
FFL
1811
Future Fund LLC
Illinois
$434K -$38.3K -680 -9%
TCM
1812
TD Capital Management
Tennessee
$434K – – –
CCFM
1813
Clear Creek Financial Management
Washington
$434K +$55.8K +990 +16%
MWM
1814
Maripau Wealth Management
Indiana
$432K +$401K +7,110 New
WIC
1815
Woodmont Investment Counsel
Tennessee
$431K +$7.33K +130 +2%
ATFA
1816
All Terrain Financial Advisors
Minnesota
$431K +$400K +7,100 New
ACP
1817
Aveo Capital Partners
Colorado
$431K +$43.4K +770 +12%
GFWA
1818
Grey Fox Wealth Advisors
Delaware
$426K +$1.13K +20 +0.3%
CA
1819
Cullinan Associates
Kentucky
$425K +$395K +7,000 New
PCMH
1820
Polymer Capital Management (HK)
Hong Kong
$425K +$395K +7,000 New
OWA
1821
Octavia Wealth Advisors
Ohio
$423K -$34.4K -610 -8%
MFWP
1822
Mosaic Family Wealth Partners
Missouri
$423K +$2.82K +50 +0.7%
PAA
1823
Peregrine Asset Advisers
Oregon
$423K -$2.13M -37,690 -84%
KBFS
1824
Kohmann Bosshard Financial Services
Ohio
$421K – – –
RGC
1825
Roberts, Glore & Co
Illinois
$419K -$5.64K -100 -1%
71 72
73
74 75