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Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
3451
Hurlow Wealth Management Group
Indiana
$273K +$217K +676 New
MAWAG
3452
Mid-American Wealth Advisory Group
Missouri
$273K +$217K +676 New
AFC
3453
Adaptive Financial Consulting
Ohio
$273K +$217K +675 New
MP
3454
Moment Partners
California
$273K +$217K +675 New
TAM
3455
TCP Asset Management
Ohio
$272K -$58.9K -183 -21%
KCAM
3456
Kagan Cocozza Asset Management
New Jersey
$272K +$217K +673 New
BWM
3457
Blossom Wealth Management
California
$271K +$216K +672 New
EIM
3458
Essex Investment Management
Massachusetts
$271K – – –
DWMS
3459
Dominguez Wealth Management Solutions
Virginia
$271K +$216K +670 New
DIP
3460
Davis Investment Partners
North Carolina
$270K +$220K +684 New
FPF
3461
First Pacific Financial
Washington
$269K – – –
BC
3462
Barrett & Company
Rhode Island
$269K +$2.25K +7 +1%
MC
3463
McCarthy & Cox
Ohio
$269K +$215K +667 New
GMFG
3464
Greater Midwest Financial Group
Minnesota
$268K +$214K +665 New
TFA
3465
Tobias Financial Advisors
Florida
$268K -$225K -698 -51%
BBNA
3466
Bremer Bank National Association
Minnesota
$268K -$41.2K -128 -16%
BCCM
3467
Bridge Creek Capital Management
Massachusetts
$267K +$213K +661 New
AIA
3468
Alternative Investment Advisors
Florida
$267K +$212K +660 New
CA
3469
Cumberland Advisors
Florida
$267K +$212K +660 New
SC
3470
Saiph Capital
New Jersey
$267K +$212K +660 New
WFG
3471
Wills Financial Group
Virginia
$266K +$212K +658 New
NI
3472
NDVR Inc
Massachusetts
$265K +$211K +655 New
WAS
3473
Wealth Advisory Solutions
Indiana
$265K +$211K +655 New
HFS
3474
Hoge Financial Services
Pennsylvania
$264K +$210K +654 New
ATI
3475
ARK & TLK Investments
Oklahoma
$263K +$209K +651 New
137 138
139
140 141