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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3001
McNaughton Wealth Management
California
$246K -$1.94K -20 -0.8%
CCM
3002
Cribstone Capital Management
Maine
$244K -$91K -940 -27%
SOAMC
3003
Spirit of America Management Corp
New York
$244K +$126K +1,300 +108%
WDL
3004
Well Done LLC
Michigan
$242K – – –
CWM
3005
Cahaba Wealth Management
Georgia
$242K +$25.2K +260 +12%
FMP
3006
Financial Management Professionals
Texas
$242K +$81.3K +840 +51%
HFA
3007
Huber Financial Advisors
Illinois
$242K +$240K +2,480 New
HFA
3008
High Falls Advisors
New York
$240K -$21.3K -220 -8%
HSWM
3009
Hubbell Strickland Wealth Management
Louisiana
$240K – – –
CM
3010
Capital Management
Virginia
$240K +$238K +2,460 New
ACM
3011
Anfield Capital Management
California
$238K -$279K -2,880 -54%
MFG
3012
Monte Financial Group
Connecticut
$238K – – –
TIM
3013
Tortoise Investment Management
New York
$238K +$38.7K +400 +20%
AWC
3014
Abundance Wealth Counselors
Pennsylvania
$238K +$236K +2,440 New
HWA
3015
Hillcrest Wealth Advisors
New Jersey
$238K +$236K +2,440 New
MSWMA
3016
Market Street Wealth Management Advisors
Indiana
$238K +$236K +2,440 New
SRIM
3017
Saratoga Research & Investment Management
California
$236K +$234K +2,420 New
BWA
3018
BlueSky Wealth Advisors
North Carolina
$234K -$5.81K -60 -2%
BDF
3019
Black Diamond Financial
Maryland
$232K -$19.4K -200 -8%
PMG
3020
Private Management Group
California
$232K -$7.74K -80 -3%
AIA
3021
AIMZ Investment Advisors
California
$232K – – –
WR
3022
Watson Rebecca
$231K +$186K +1,920 New
HF
3023
Halpern Financial
Virginia
$230K – – –
II
3024
Ibex Investors
Colorado
$230K -$196K -2,020 -46%
MFS
3025
Madrona Financial Services
Washington
$230K -$159K -1,640 -41%
119 120
121
122 123