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Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
2101
Silvia McColl Wealth Management
California
$177K -$11.8K -750 -7%
IGGA
2102
Iron Gate Global Advisors
Utah
$177K +$5.56K +352 +3%
TLFA
2103
True Link Financial Advisors
California
$177K +$166K +10,519 New
MBTD
2104
Mechanics Bank - Trust Department
California
$176K -$3.33K -211 -2%
PCMK
2105
Paragon Capital Management (Kansas)
Kansas
$176K – – –
PFA
2106
Professional Financial Advisors
Nebraska
$176K -$5.3K -336 -3%
GWA
2107
GGM Wealth Advisors
Maryland
$176K – – –
A
2108
AJOVista
Massachusetts
$175K +$165K +10,455 New
OS
2109
Objectivity Squared
South Carolina
$175K +$165K +10,455 New
EWM
2110
Endowment Wealth Management
Wisconsin
$175K -$3.16K -200 -2%
SDWMA
2111
Schneider Downs Wealth Management Advisors
Pennsylvania
$175K +$165K +10,432 New
GAM
2112
Garrison Asset Management
Arkansas
$175K -$1.42K -90 -0.9%
CFGA
2113
Cambridge Financial Group (Arizona)
Arizona
$175K +$164K +10,414 New
MWM
2114
MBE Wealth Management
Wisconsin
$175K +$2.53K +160 +2%
DIA
2115
Dana Investment Advisors
Wisconsin
$174K -$11.4K -722 -7%
JWCA
2116
J.W. Coons Advisors
Ohio
$174K -$3.16K -200 -2%
GIM
2117
Greylin Investment Management
Virginia
$174K +$163K +10,350 New
WC
2118
Waterloo Capital
Texas
$174K +$163K +10,346 New
HWA
2119
HHM Wealth Advisors
Tennessee
$174K -$3.47K -220 -2%
HWMG
2120
Hurlow Wealth Management Group
Indiana
$173K -$5.38K -341 -3%
VC
2121
Vestor Capital
Illinois
$173K -$122K -7,743 -43%
ACM
2122
Advisors Capital Management
New Jersey
$173K -$42.9K -2,720 -21%
DIM
2123
Delta Investment Management
California
$173K +$2.48K +157 +2%
CWA
2124
CJM Wealth Advisers
Virginia
$172K – – –
RDFA
2125
Ritter Daniher Financial Advisory
Ohio
$172K – – –
83 84
85
86 87