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Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1926
Sigma Investment Counselors
Michigan
$245K -$22.6K -263 -9%
SFA
1927
Souders Financial Advisors
Ohio
$244K +$215K +2,505 New
EMAM
1928
Encompass More Asset Management
California
$243K +$214K +2,497 New
AWM
1929
Aprio Wealth Management
Georgia
$243K -$44.3K -516 -17%
OFW
1930
Omnia Family Wealth
Florida
$242K +$213K +2,483 New
KCFA
1931
Key Client Fiduciary Advisors
New Jersey
$242K +$213K +2,481 New
CAM
1932
Cozad Asset Management
Illinois
$241K +$212K +2,474 New
RHJA
1933
Rice Hall James & Associates
California
$241K +$212K +2,468 New
WDG
1934
Wealth Dimensions Group
Ohio
$240K +$211K +2,465 New
BWL
1935
Bogart Wealth LLC
Virginia
$238K -$4.12M -48,024 -95%
GJCM
1936
Grand Jean Capital Management
California
$238K +$210K +2,443 New
YWS
1937
Yarger Wealth Strategies
Ohio
$238K +$209K +2,440 New
TFP
1938
Tilia Fiduciary Partners
North Carolina
$236K +$208K +2,422 New
RW
1939
REDW Wealth
New Mexico
$236K +$208K +2,421 New
PCA
1940
Pallas Capital Advisors
Massachusetts
$235K +$208K +2,421 New
C
1941
Certuity
Florida
$235K +$207K +2,413 New
RF
1942
Robinswood Financial
Washington
$235K -$41.4K -483 -17%
KFGK
1943
Keystone Financial Group (Kentucky)
Kentucky
$234K +$206K +2,401 New
CWM
1944
Campbell Wealth Management
Virginia
$234K +$206K +2,399 New
WCA
1945
Westover Capital Advisors
Delaware
$234K +$206K +2,400 New
AIP
1946
ARS Investment Partners
New York
$234K +$206K +2,399 New
NCM
1947
Northside Capital Management
Oregon
$234K +$206K +2,398 New
IAG
1948
Investment Advisory Group
Massachusetts
$234K -$16.2K -189 -7%
BFAG
1949
Blackston Financial Advisory Group
Florida
$234K +$206K +2,396 New
CT
1950
Coastline Trust
Rhode Island
$232K -$715K -8,330 -78%
76 77
78
79 80