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Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
2751
Bell Investment Advisors
California
$299K +$20.6K +750 +8%
SG
2752
Swarthmore Group
Pennsylvania
$299K +$280K +10,170 New
OCG
2753
Opus Capital Group
Ohio
$297K – – –
SHFA
2754
SC&H Financial Advisors
Maryland
$297K +$277K +10,080 New
MCM
2755
Mendel Capital Management
Arkansas
$295K +$276K +10,040 New
RCI
2756
RS Crum Inc
California
$295K +$277K +10,050 New
SAM
2757
Silphium Asset Management
United Kingdom
$294K -$484K -17,600 -64%
CIP
2758
Capital Insight Partners
Arizona
$294K -$16K -580 -5%
CBOR
2759
Community Bank of Raymore
Missouri
$294K – – –
EM
2760
ELCO Management
New York
$294K – – –
MCM
2761
Magnolia Capital Management
New York
$294K – – –
OCM
2762
Osterweis Capital Management
California
$294K – – –
HNW
2763
High Note Wealth
Minnesota
$294K +$276K +10,030 New
LAM
2764
LifePro Asset Management
California
$293K -$116K -4,200 -30%
LTL
2765
Lowery Thomas LLC
California
$293K +$274K +9,960 New
CB
2766
Community Bank
New York
$292K -$40.4K -1,470 -13%
S
2767
Surevest
California
$292K +$273K +9,930 New
SSW
2768
Smith Shellnut Wilson
Mississippi
$291K – – –
PSF
2769
Pacific Sun Financial
California
$289K +$270K +9,830 New
BCP
2770
Blackhawk Capital Partners
Wisconsin
$288K -$99.9K -3,630 -27%
ME
2771
McIlrath & Eck
Washington
$286K +$33K +1,200 +14%
AWA
2772
Aletheian Wealth Advisors
Washington
$286K +$268K +9,740 New
BWM
2773
Blossom Wealth Management
California
$286K +$268K +9,740 New
BC
2774
Brio Consultants
California
$285K -$13.8K -500 -5%
LFS
2775
Legacy Financial Strategies
Kansas
$285K -$6.6K -240 -2%
109 110
111
112 113