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Name Holding Trade Value Shares
Change 		Change in
Stake
PI
2851
PFS Investments
Georgia
$242K +$232K +2,620 New
SPC
2852
Stewart & Patten Company
California
$242K +$232K +2,620 New
LF
2853
Lee Financial
Texas
$240K -$26.6K -300 -10%
FPFS
2854
First Personal Financial Services
North Carolina
$238K -$258K -2,920 -53%
PPW
2855
Pasadena Private Wealth
California
$238K -$3.54K -40 -2%
BDF
2856
Black Diamond Financial
Maryland
$238K +$228K +2,580 New
LFS
2857
Legacy Financial Strategies
Kansas
$237K -$21.2K -240 -9%
OWM
2858
Orgel Wealth Management
Wisconsin
$237K -$7.08K -80 -3%
CFN
2859
Cordasco Financial Network
Florida
$237K +$92K +1,040 +68%
SCA
2860
Stuart Chaussee & Associates
California
$237K +$95.6K +1,080 +73%
ACA
2861
Ascension Capital Advisors
Texas
$237K +$227K +2,560 New
CP
2862
Corbenic Partners
Pennsylvania
$237K +$227K +2,560 New
MWM
2863
McNaughton Wealth Management
California
$236K +$225K +2,540 New
DWA
2864
Dougherty Wealth Advisers
Minnesota
$235K – – –
BWA
2865
BlueSky Wealth Advisors
North Carolina
$234K +$218K +2,460 New
DLHL
2866
Donald L. Hagan LLC
Florida
$233K -$10.6K -120 -5%
LC
2867
Landaas & Company
Wisconsin
$233K -$5.31K -60 -2%
AMG
2868
Advisors Management Group
Wisconsin
$233K – – –
MCM
2869
Monument Capital Management
Virginia
$231K -$42.5K -480 -16%
CWM
2870
CCG Wealth Management
California
$231K +$221K +2,500 New
MIAS
2871
Mason Investment Advisory Services
Virginia
$231K – – –
WDL
2872
Well Done LLC
Michigan
$229K -$54.9K -620 -20%
PMG
2873
Private Management Group
California
$227K -$1.77K -20 -0.8%
HSWM
2874
Hubbell Strickland Wealth Management
Louisiana
$227K – – –
SFG
2875
StrategIQ Financial Group
Indiana
$227K +$218K +2,460 New
113 114
115
116 117