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Name Holding Trade Value Shares
Change 		Change in
Stake
NAMM
3651
NorthStar Asset Management (Massachusetts)
Massachusetts
$278K – – –
TFP
3652
Traction Financial Partners
Wyoming
$278K +$412 +1 +0.1%
PB
3653
Pinnacle Bancorp
Nebraska
$278K +$82.4K +200 +36%
SHIM
3654
Stone House Investment Management
Pennsylvania
$278K -$4.94K -12 -2%
RIS
3655
Retirement Income Solutions
Michigan
$278K – – –
WCM
3656
Warburton Capital Management
Oklahoma
$276K -$7.83K -19 -2%
KOMWMG
3657
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$276K +$44.9K +109 +17%
MC
3658
Matisse Capital
Oregon
$275K -$2.06K -5 -0.7%
GAAM
3659
Guinness Atkinson Asset Management
California
$275K – – –
CIC
3660
Chase Investment Counsel
Virginia
$275K -$217K -526 -41%
UB
3661
Umpqua Bank
Oregon
$274K +$412 +1 +0.1%
DF
3662
Define Financial
California
$274K -$19.4K -47 -6%
RP
3663
Rowlandmiller & Partners
Georgia
$274K +$28.8K +70 +11%
MJRIC
3664
Mogy Joel R Investment Counsel
California
$273K -$16.5K -40 -5%
ACM
3665
AUA Capital Management
Pennsylvania
$273K – – –
ATIA
3666
American Trust Investment Advisors
New Hampshire
$273K – – –
SDWIA
3667
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$272K – – –
MCFP
3668
Mallini Complete Financial Planning
Florida
$272K – – –
GCP
3669
Gill Capital Partners
Colorado
$272K +$824 +2 +0.3%
BWM
3670
Brickley Wealth Management
California
$272K -$15.7K -38 -5%
HWA
3671
Heritage Wealth Advisors
Virginia
$272K +$145K +353 +93%
KNFPWM
3672
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$272K +$2.88K +7 +1%
MFG
3673
Mustico Financial Group
New York
$272K +$95.6K +232 +47%
SSCA
3674
South Shore Capital Advisors
Massachusetts
$271K -$9.89K -24 -3%
EFP
3675
Elser Financial Planning
Indiana
$271K +$304K +738 New
145 146
147
148 149