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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
4876
Capital CS Group
California
$260K +$305K +2,403 New
RCWM
4877
Red Crane Wealth Management
California
$260K +$25.3K +200 +9%
BBNB
4878
Baker Boyer National Bank
Washington
$260K -$760 -6 -0.2%
GPWA
4879
Great Point Wealth Advisors
Massachusetts
$259K -$41.4K -327 -12%
TWP
4880
Total Wealth Planning
Ohio
$259K +$21.7K +171 +8%
COFSG
4881
Carbahal Olsen Financial Services Group
California
$258K +$47.5K +375 +19%
ADBIC
4882
A.D. Beadell Investment Counsel
Wisconsin
$258K +$36.1K +285 +14%
IIL
4883
Insight Inv LLC
California
$257K +$1.24M +9,792 +418%
GA
4884
Gordian Advisors
Arizona
$257K – – –
IPA
4885
Investment Planning Advisors
Georgia
$257K +$57.3K +452 +24%
WH
4886
Wallace Hart
Kentucky
$256K -$30.4K -240 -9%
GKFF
4887
George Kaiser Family Foundation
Oklahoma
$255K +$299K +2,356 New
PGCM
4888
Prescott Group Capital Management
Oklahoma
$255K +$299K +2,356 New
ACM
4889
Armbruster Capital Management
New York
$255K +$105K +825 +54%
HG
4890
Harbor Group
New Hampshire
$255K +$634 +5 +0.2%
CCM
4891
Cloud Capital Management
Washington
$255K +$299K +2,356 New
KFGG
4892
Keystone Financial Group (Georgia)
Georgia
$255K +$41.8K +330 +17%
RIM
4893
Reliant Investment Management
Tennessee
$255K +$66.5K +525 +29%
AIM
4894
Alhambra Investment Management
Florida
$254K +$52.6K +415 +21%
FA
4895
Financial Alternatives
California
$254K -$17.7K -140 -6%
CCA
4896
Cottonwood Capital Advisors
Utah
$252K – – –
FDDB
4897
Fidelity D&D Bancorp
Pennsylvania
$251K -$63.4K -500 -18%
PWP
4898
Phillips Wealth Planners
Mississippi
$250K -$31.2K -246 -10%
EC
4899
EntryPoint Capital
New York
$249K -$76K -600 -21%
RFO
4900
RiverGlades Family Offices
Florida
$248K +$290K +2,290 New
194 195
196
197 198