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Name Holding Trade Value Shares
Change 		Change in
Stake
SDWMA
2101
Schneider Downs Wealth Management Advisors
Pennsylvania
$211K +$191K +9,612 New
KDA
2102
Kraft Davis & Associates
Missouri
$211K +$189K +9,493 New
ACM
2103
Armbruster Capital Management
New York
$211K +$191K +9,597 New
MFT
2104
Moisand Fitzgerald Tamayo
Florida
$211K -$14.3K -718 -7%
AL
2105
Aspiriant LLC
California
$210K -$9.65K -485 -5%
MBTD
2106
Mechanics Bank - Trust Department
California
$210K +$190K +9,537 New
EFL
2107
ERn Financial LLC
Wisconsin
$209K -$53.2K -2,676 -22%
RGF
2108
Retirement Guys Formula
Ohio
$209K +$189K +9,518 New
SOAMC
2109
Spirit of America Management Corp
New York
$209K – – –
TLCM
2110
Twin Lakes Capital Management
California
$209K +$1.63K +82 +0.9%
GWA
2111
GGM Wealth Advisors
Maryland
$209K +$189K +9,483 New
TW
2112
TritonPoint Wealth
Maryland
$208K +$189K +9,511 New
SXL
2113
Summit X LLC
Missouri
$208K -$61.1K -3,070 -22%
NGA
2114
Naples Global Advisors
Florida
$207K -$68K -3,419 -27%
HBWM
2115
Hollow Brook Wealth Management
New York
$207K +$187K +9,408 New
KAM
2116
KEB Asset Management
Illinois
$206K +$187K +9,384 New
HIA
2117
HTG Investment Advisors
Connecticut
$206K +$186K +9,372 New
CFA
2118
Capstone Financial Advisors
Illinois
$206K -$104K -5,224 -36%
TW
2119
TrinityPoint Wealth
Connecticut
$206K +$186K +9,352 New
CFSG
2120
Community Financial Services Group
Vermont
$206K +$186K +9,346 New
OC
2121
Oakworth Capital
Alabama
$205K +$6.25K +314 +3%
ORC
2122
O'Rourke & Company
Massachusetts
$205K +$185K +9,320 New
SIM
2123
Sentry Investment Management
Wisconsin
$205K -$499K -25,099 -73%
MFP
2124
Meridian Financial Partners
Virginia
$204K +$184K +9,251 New
CWMS
2125
Cannon Wealth Management Services
North Carolina
$204K +$184K +9,269 New
83 84
85
86 87