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Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
3026
CoreFirst Bank & Trust
Kansas
$590K -$11K -40 -2%
EFA
3027
Edge Financial Advisors
Illinois
$585K +$579K +2,097 New
WSWA
3028
Warren Street Wealth Advisors
California
$584K +$30.4K +110 +6%
AIP
3029
ARS Investment Partners
New York
$583K – – –
SOW
3030
State of Wyoming
Wyoming
$580K -$52.7K -191 -8%
VC
3031
Veery Capital
Delaware
$579K -$2.76K -10 -0.5%
WC
3032
Westhampton Capital
North Carolina
$576K +$16.6K +60 +3%
UAG
3033
United Advisor Group
Ohio
$576K +$570K +2,065 New
MMHP
3034
Murphy Middleton Hinkle & Parker
Georgia
$575K – – –
BWA
3035
BlueChip Wealth Advisors
Georgia
$574K -$179K -647 -24%
ACM
3036
Andina Capital Management
Utah
$574K +$127K +460 +29%
FCIM
3037
Fairview Capital Investment Management
California
$574K -$552 -2 -0.1%
ETIA
3038
Epic Trust Investment Advisors
Washington
$573K +$22.9K +83 +4%
SFG
3039
SNS Financial Group
Minnesota
$572K +$7.45K +27 +1%
CA
3040
Crumly & Associates
Illinois
$567K +$2.48K +9 +0.4%
SAM
3041
Smithbridge Asset Management
Pennsylvania
$566K -$13K -47 -2%
WAM
3042
Worth Asset Management
Texas
$565K +$70.7K +256 +14%
LCM
3043
LVM Capital Management
Michigan
$565K +$16.6K +60 +3%
HCC
3044
Hirtle Callaghan & Co
Pennsylvania
$565K +$149K +541 +36%
CG
3045
Clifford Group
Massachusetts
$564K – – –
RTC
3046
Riverview Trust Company
Washington
$564K +$37K +134 +7%
CSWM
3047
Cassady Schiller Wealth Management
Ohio
$563K +$4.14K +15 +0.7%
C1AG
3048
Client 1st Advisory Group
Florida
$563K +$60.5K +219 +12%
CWA
3049
Canvas Wealth Advisors
Kansas
$563K +$169K +612 +42%
LI
3050
LRI Investments
Florida
$562K +$555K +2,012 New
120 121
122
123 124