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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2176
Cypress Wealth Advisors
California
$241K – – –
SWK
2177
Stephen W. Kidder
$241K – – –
TIM
2178
Total Investment Management
Arizona
$240K -$19.9K -351 -7%
EGWAG
2179
Elwood & Goetz Wealth Advisory Group
Georgia
$240K +$243K +4,274 New
BCM
2180
Becker Capital Management
Oregon
$239K – – –
AWMG
2181
Alliance Wealth Management Group
New Jersey
$239K +$17.8K +314 +8%
SBL
2182
Sargent Bickham Lagudis
Colorado
$238K -$6.3K -111 -3%
FLII
2183
First Long Island Investors
New York
$238K – – –
CCM
2184
Carderock Capital Management
Maryland
$235K +$20.9K +369 +10%
NCM
2185
Northside Capital Management
Oregon
$235K +$237K +4,183 New
EA
2186
Elm Advisors
California
$234K +$9.25K +163 +4%
TFF
2187
The Family Firm
Maryland
$232K -$52.3K -921 -18%
CF
2188
Corrigan Financial
Rhode Island
$231K +$3.18K +56 +1%
FDCC
2189
Foster Dykema Cabot & Co
Massachusetts
$230K – – –
BCIM
2190
Bishop & Co Investment Management
Pennsylvania
$230K +$340 +6 +0.1%
RWM
2191
Raffa Wealth Management
District of Columbia
$229K -$150K -2,646 -39%
RMSCM
2192
R.M. Sincerbeaux Capital Management
New York
$229K – – –
PCP
2193
Proficio Capital Partners
Massachusetts
$229K +$15.5K +274 +7%
DI
2194
DAGCO Inc
Ohio
$229K +$232K +4,081 New
VAM
2195
Visionary Asset Management
Texas
$228K -$2.91M -51,311 -93%
CCP
2196
Cardan Capital Partners
Colorado
$228K +$170 +3 +0.1%
CAG
2197
Crestwood Advisors Group
Massachusetts
$227K -$56.5K -995 -20%
IWA
2198
Inspirion Wealth Advisors
Illinois
$227K – – –
SIS
2199
Sound Income Strategies
Florida
$226K +$34.8K +613 +18%
NWS
2200
Newport Wealth Strategies
California
$226K +$220K +3,878 New
86 87
88
89 90