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Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
3226
Total Investment Management
Arizona
$616K +$31.9K +200 +6%
CSIA
3227
Charles Schwab Investment Advisory
California
$616K +$179K +1,120 +42%
MAM
3228
MMA Asset Management
Pennsylvania
$616K +$603K +3,780 New
EFG
3229
Everhart Financial Group
Ohio
$611K +$600K +3,760 New
WRM
3230
Weybosset Research & Management
Rhode Island
$609K -$191K -1,200 -24%
LPIC
3231
LeJeune Puetz Investment Counsel
Michigan
$609K – – –
PWA
3232
Peterson Wealth Advisors
Utah
$606K -$169K -1,060 -22%
AJ
3233
Ashburton (Jersey)
Jersey
$606K +$8.25M +51,700 +227%
RB
3234
Rodgers Brothers
Pennsylvania
$603K – – –
TC
3235
Tatro Capital
Kentucky
$603K +$278K +1,740 +89%
FWP
3236
Falcon Wealth Planning
California
$596K +$584K +3,660 New
M1FG
3237
Mach-1 Financial Group
Arkansas
$596K +$584K +3,660 New
UFA
3238
US Financial Advisors
Massachusetts
$596K +$584K +3,660 New
MAG
3239
Mayfair Advisory Group
Alabama
$593K -$9.57K -60 -2%
AIA
3240
AIMZ Investment Advisors
California
$593K +$201K +1,260 +53%
TIM
3241
Tortoise Investment Management
New York
$590K – – –
SWP
3242
ShoreHaven Wealth Partners
New Jersey
$589K +$578K +3,620 New
GM
3243
GeoWealth Management
Illinois
$586K +$83K +520 +17%
G
3244
Gainplan
Michigan
$586K +$574K +3,600 New
TCM
3245
Teza Capital Management
Illinois
$583K -$1.65M -10,360 -74%
HWA
3246
Heartwood Wealth Advisors
Virginia
$583K -$6.38K -40 -1%
LCM
3247
Landscape Capital Management
New Jersey
$583K – – –
PWS
3248
Precision Wealth Strategies
Missouri
$583K +$571K +3,580 New
BDF
3249
Black Diamond Financial
Maryland
$580K -$73.4K -460 -11%
CPSC
3250
Carl P. Sherr & Co
Massachusetts
$580K -$9.57K -60 -2%
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130
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