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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
3251
Gray Wealth Management
Maine
$358K -$448 -10 -0.1%
EWA
3252
Encompass Wealth Advisors
Oregon
$358K +$369K +8,230 New
FFA
3253
Fairfield Financial Advisors
Massachusetts
$358K – – –
IFA
3254
Index Fund Advisors
California
$358K +$154K +3,430 +72%
MSA
3255
Marino Stram & Associates
Massachusetts
$357K -$8.06K -180 -2%
BWM
3256
BCS Wealth Management
Tennessee
$357K +$368K +8,210 New
LCC
3257
Lincoln Capital Corp
Rhode Island
$357K -$27.3K -610 -7%
FCG
3258
Financial Connections Group
California
$356K -$4.48K -100 -1%
AAM
3259
Aureus Asset Management
Massachusetts
$356K +$70.8K +1,580 +24%
VAF
3260
Values Added Financial
District of Columbia
$356K +$136K +3,040 +59%
RI
3261
Ridgewood Investments
New Jersey
$354K -$65K -1,450 -15%
GCA
3262
Genesee Capital Advisors
New York
$353K +$53.8K +1,200 +17%
OCG
3263
Opus Capital Group
Ohio
$353K +$1.79K +40 +0.5%
CPG
3264
Cornerstone Planning Group
New Jersey
$353K +$83.3K +1,860 +30%
LIG
3265
Lokken Investment Group
Delaware
$352K +$4.93K +110 +1%
PS
3266
Planned Solutions
California
$352K -$175K -3,900 -33%
HCA
3267
Heck Capital Advisors
Wisconsin
$351K -$3.58K -80 -1%
WP
3268
Wealthspan Partners
Iowa
$351K +$9.41K +210 +3%
RFA
3269
RTD Financial Advisors
Pennsylvania
$351K +$2.24K +50 +0.6%
MFG
3270
MidWestOne Financial Group
Iowa
$351K -$197K -4,400 -35%
BAM
3271
Bosun Asset Management
Illinois
$351K +$134K +3,000 +59%
TA
3272
Townsend & Associates
Colorado
$350K -$130K -2,900 -25%
BTW
3273
Boston Trust Walden
Massachusetts
$349K – – –
DWMG
3274
DB Wealth Management Group
California
$348K – – –
BIP
3275
Blue Investment Partners
California
$348K -$142K -3,170 -28%
129 130
131
132 133