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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2501
Cumberland Advisors
Florida
$232K +$221K +660 New
WA
2502
Wealth Advisors
California
$232K +$221K +660 New
ASFA
2503
All Season Financial Advisors
Colorado
$231K -$282K -840 -56%
AWS
2504
AJ Wealth Strategies
New York
$231K +$220K +657 New
BCCM
2505
Bridge Creek Capital Management
Massachusetts
$231K +$220K +657 New
KCM
2506
KLK Capital Management
California
$230K -$1.25M -3,735 -85%
FNFDCM
2507
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$230K +$219K +654 New
SDWMA
2508
Schneider Downs Wealth Management Advisors
Pennsylvania
$230K +$219K +654 New
SC
2509
Stephens Consulting
Michigan
$228K +$217K +648 New
SAM
2510
Synergy Asset Management
Washington
$228K +$216K +645 New
SIC
2511
Salem Investment Counselors
North Carolina
$227K +$26.2K +78 +14%
CFSG
2512
Community Financial Services Group
Vermont
$227K +$216K +645 New
HI
2513
Hendershot Investments
Virginia
$227K +$216K +645 New
SWMP
2514
Signature Wealth Management Partners
New Jersey
$227K +$216K +645 New
TWM
2515
Trinity Wealth Management
Pennsylvania
$227K +$216K +645 New
WW
2516
Westshore Wealth
California
$227K +$216K +645 New
CPWA
2517
Cerro Pacific Wealth Advisors
California
$226K +$215K +642 New
SCA
2518
STALEY CAPITAL ADVISERS
Pennsylvania
$226K +$215K +642 New
AOWM
2519
Alpha Omega Wealth Management
Virginia
$226K +$220K +657 New
EL
2520
EMFO LLC
Florida
$225K – – –
OFS
2521
Oldfather Financial Services
Nebraska
$225K +$5.03K +15 +2%
KMWM
2522
Keudell/Morrison Wealth Management
Oregon
$225K +$188K +561 +719%
MBT
2523
Montecito Bank & Trust
California
$225K +$214K +639 New
UFA
2524
US Financial Advisors
Massachusetts
$225K +$214K +639 New
WPC
2525
White Pine Capital
Minnesota
$225K +$214K +639 New
99 100
101
102 103