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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
3276
Studio Investment Management
Illinois
$646K -$15.3K -44 -2%
RA
3277
Ruggaard & Associates
Ohio
$646K -$5.92K -17 -0.9%
LGG
3278
Luts & Greenleigh Group
Maryland
$645K +$26.8K +77 +4%
SSW
3279
Smith Shellnut Wilson
Mississippi
$645K -$5.23K -15 -0.8%
JWM
3280
Jeppson Wealth Management
California
$645K -$697 -2 -0.1%
FCM
3281
FJ Capital Management
Virginia
$641K -$399K -1,146 -39%
BWA
3282
Burt Wealth Advisors
Maryland
$640K – – –
FA
3283
Financial Alternatives
California
$640K – – –
BOTPPF
3284
Board of the Pension Protection Fund
United Kingdom
$639K -$244K -700 -28%
RMC
3285
Ring Mountain Capital
California
$636K +$57.2K +164 +10%
CL
3286
CLG LLC
California
$634K +$349 +1 +0.1%
OIM
3287
Oder Investment Management
California
$634K -$10.1K -29 -2%
PCI
3288
Planning Center Inc
Illinois
$633K +$14.6K +42 +2%
WCFA
3289
Walkner Condon Financial Advisors
Wisconsin
$633K +$75.3K +216 +14%
PIM
3290
Pullen Investment Management
Florida
$633K -$21.6K -62 -3%
TCM
3291
TruNorth Capital Management
Michigan
$633K – – –
CFO
3292
Collective Family Office
Pennsylvania
$633K -$47.4K -136 -7%
LFS
3293
Legacy Financial Strategies
Kansas
$633K +$332K +952 +115%
TWA
3294
Talisman Wealth Advisors
New Jersey
$631K -$1.39K -4 -0.2%
TW
3295
Towerpoint Wealth
California
$631K +$335K +961 +118%
RFN
3296
Redwood Financial Network
Ohio
$631K +$3.14K +9 +0.5%
WAM
3297
Worth Asset Management
Texas
$630K -$1.61M -4,606 -72%
SNPAM
3298
St. Nicholas Private Asset Management
Florida
$630K – – –
MCM
3299
Maple Capital Management
Vermont
$630K -$57.2K -164 -8%
VIPI
3300
Vista Investment Partners II
Indiana
$630K -$91.7K -263 -13%
130 131
132
133 134