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Name Holding Trade Value Shares
Change 		Change in
Stake
UPS
4876
UHLMANN PRICE SECURITIES
Illinois
$555K -$94.8K -544 -15%
DFG
4877
Dupree Financial Group
Kentucky
$554K +$70.8K +406 +16%
WCM
4878
Windsor Capital Management
Arizona
$553K +$244K +1,400 +89%
CWR
4879
Chico Wealth RIA
California
$552K +$2.62K +15 +0.5%
DAS
4880
DMKC Advisory Services
Iowa
$552K -$63.4K -364 -11%
AWM
4881
Absher Wealth Management
North Carolina
$551K -$39.2K -225 -7%
PWMG
4882
Pioneer Wealth Management Group
Texas
$551K -$387K -2,222 -43%
BF
4883
Blankinship & Foster
California
$550K +$74.8K +429 +17%
RWP
4884
Reliant Wealth Planning
Kentucky
$549K +$121K +695 +31%
I2I
4885
Insight 2811 Inc
Illinois
$548K -$17.3K -99 -3%
VCM
4886
Violich Capital Management
California
$548K +$77.6K +445 +18%
WLPWM
4887
Walled Lake Planning & Wealth Management
Illinois
$545K -$26K -149 -5%
CA
4888
Claris Advisors
Missouri
$544K – – –
CFG
4889
Clayton Financial Group
Missouri
$544K +$508K +2,913 New
WF
4890
Warner Financial
Maryland
$543K – – –
PWM
4891
PMG Wealth Management
Illinois
$541K -$174K -1,000 -25%
MTC
4892
Matrix Trust Company
Colorado
$540K +$92K +528 +22%
PFM
4893
Potomac Fund Management
Florida
$538K +$503K +2,885 New
SWM
4894
Seed Wealth Management
Illinois
$537K – – –
BWM
4895
BCO Wealth Management
New Mexico
$537K +$1.92K +11 +0.4%
SS
4896
Sound Stewardship
Kansas
$537K -$11.2K -64 -2%
FWMM
4897
Foundation Wealth Management (Missouri)
Missouri
$536K -$249K -1,429 -33%
BPWM
4898
BCS Private Wealth Management
New Jersey
$536K +$81.9K +470 +20%
MCM
4899
Monarch Capital Management
Indiana
$536K +$103K +589 +26%
NFGCM
4900
Norman Fields Gottscho Capital Management
New York
$535K – – –
194 195
196
197 198