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Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
3226
Falcon Wealth Planning
California
$585K +$19K +120 +3%
SFWC
3227
Strategic Family Wealth Counselors
New Jersey
$582K +$31.7K +200 +6%
WJA
3228
Willis Johnson & Associates
Texas
$582K +$162K +1,020 +37%
REMPR
3229
Roof Eidam Maycock Peralta (REMP)
California
$579K -$25.4K -160 -4%
WRM
3230
Weybosset Research & Management
Rhode Island
$579K – – –
SPP
3231
Single Point Partners
Massachusetts
$577K -$38K -240 -6%
HWMG
3232
Hurlow Wealth Management Group
Indiana
$576K -$63.4K -400 -10%
NA
3233
Nottingham Advisors
New York
$576K +$111K +700 +23%
WCM
3234
Windsor Capital Management
Arizona
$575K -$50.7K -320 -8%
SWM
3235
Stockman Wealth Management
Montana
$575K -$12.7K -80 -2%
PWA
3236
Peterson Wealth Advisors
Utah
$575K – – –
LC
3237
Landaas & Company
Wisconsin
$575K +$190K +1,200 +48%
RB
3238
Rodgers Brothers
Pennsylvania
$572K – – –
CC
3239
Centiva Capital
New York
$569K -$3.69M -23,280 -86%
TIM
3240
Tortoise Investment Management
New York
$569K +$9.51K +60 +2%
MFS
3241
Mirabella Financial Services
United Kingdom
$564K -$5.82M -36,720 -91%
AIA
3242
AIMZ Investment Advisors
California
$563K – – –
CWM
3243
Cahaba Wealth Management
Georgia
$561K +$82.4K +520 +17%
MW
3244
Marks Wealth
Maryland
$560K -$1.2M -7,600 -68%
CG
3245
Corundum Group
Colorado
$557K +$9.51K +60 +2%
FBT
3246
First Bankers Trust
Kentucky
$554K -$91.9K -580 -14%
CFIA
3247
Cantor Fitzgerald Investment Advisors
New York
$554K – – –
LCM
3248
Landscape Capital Management
New Jersey
$554K – – –
PAM
3249
Palisade Asset Management
Minnesota
$554K +$22.2K +140 +4%
GA
3250
Gateway Advisory
New Jersey
$553K +$12.7K +80 +2%
128 129
130
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