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Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
2701
Morris Financial Concepts
South Carolina
$213K +$5.2K +120 +3%
CFG
2702
Compton Financial Group
Maryland
$212K +$209K +4,831 New
IAS
2703
Investment Advisory Services
Texas
$212K +$4.07K +94 +2%
PA
2704
PharVision Advisers
Florida
$212K -$71.9K -1,662 -26%
CCA
2705
Cobblestone Capital Advisors
New York
$212K +$216 +5 +0.1%
WIM
2706
Warwick Investment Management
Texas
$212K +$208K +4,815 New
BWM
2707
BlackDiamond Wealth Management
New York
$212K +$7.83K +181 +4%
RFA
2708
Reyes Financial Architecture
California
$212K +$4.67K +108 +2%
AGC
2709
Aspen Grove Capital
Colorado
$211K -$114K -2,641 -35%
CCA
2710
Cora Capital Advisors
New Jersey
$211K -$18.3K -423 -8%
CCP
2711
Clarkston Capital Partners
Michigan
$211K – – –
CA
2712
Callahan Advisors
Texas
$211K +$208K +4,800 New
HWM
2713
Howard Wealth Management
Connecticut
$210K -$44.8K -1,034 -18%
HCG
2714
Haven Capital Group
California
$210K – – –
PWMG
2715
Private Wealth Management Group
New Jersey
$209K – – –
VCM
2716
Vivaldi Capital Management
Illinois
$209K -$183K -4,237 -47%
DIM
2717
Delta Investment Management
California
$209K +$206K +4,755 New
EWM
2718
Evermay Wealth Management
Virginia
$209K – – –
CWM
2719
Connecticut Wealth Management
Connecticut
$209K +$205K +4,745 New
JGUA
2720
John G. Ullman & Associates
New York
$208K -$4.33K -100 -2%
KAM
2721
KEB Asset Management
Illinois
$208K +$204K +4,724 New
LODC
2722
Lanham O'Dell & Company
West Virginia
$208K +$1.25K +29 +0.6%
CB
2723
Chris Bulman
California
$207K +$204K +4,720 New
MAS
2724
MPWM Advisory Solutions
Georgia
$207K +$1.77K +41 +0.9%
PIA
2725
Powell Investment Advisors
Florida
$207K +$3.98K +92 +2%
107 108
109
110 111