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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
3351
McCarthy Asset Management
California
$235K +$185K +5,560 New
JJBC
3352
James J. Burns & Company
New York
$234K +$184K +5,530 New
SWM
3353
Sanctuary Wealth Management
Idaho
$234K +$184K +5,530 New
FFWM
3354
Future Financial Wealth Management
Ohio
$234K +$183K +5,520 New
CC
3355
Cornerstone Capital
California
$233K +$183K +5,510 New
SHFA
3356
SC&H Financial Advisors
Maryland
$233K +$183K +5,500 New
PTB
3357
Pioneer Trust Bank
Oregon
$233K +$183K +5,500 New
BBWA
3358
Bell & Brown Wealth Advisors
California
$233K +$182K +5,490 New
CIC
3359
Chilton Investment Company
Connecticut
$232K +$182K +5,490 New
BFA
3360
Brendel Financial Advisors
New Hampshire
$232K +$182K +5,490 New
OPCM
3361
Osborne Partners Capital Management
California
$232K -$156K -4,690 -46%
VC
3362
Veery Capital
Delaware
$231K +$182K +5,470 New
SPWM
3363
Schrum Private Wealth Management
Florida
$231K +$181K +5,450 New
GIM
3364
Guild Investment Management
California
$230K +$181K +5,440 New
SFG
3365
SNS Financial Group
Minnesota
$230K +$181K +5,440 New
COCM
3366
Charter Oak Capital Management
New Hampshire
$230K +$181K +5,440 New
MG
3367
Meritage Group
California
$230K +$180K +5,430 New
TFP
3368
Tilia Fiduciary Partners
North Carolina
$230K -$16.9K -510 -9%
ARIS
3369
Advanced Research Investment Solutions
California
$228K +$179K +5,400 New
CSWM
3370
Cassady Schiller Wealth Management
Ohio
$228K +$13.6K +410 +8%
SFA
3371
Seneca Financial Advisors
New York
$228K +$179K +5,390 New
BRM
3372
Boston Research & Management
Massachusetts
$228K +$179K +5,400 New
VP
3373
Verum Partners
North Carolina
$227K +$179K +5,380 New
MWM
3374
Mascoma Wealth Management
New Hampshire
$227K -$96K -2,890 -36%
ODG
3375
O'Dell Group
Ohio
$226K +$178K +5,350 New
133 134
135
136 137