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Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
3476
Charter Research & Investment Group
Connecticut
$507K – – –
WBCM
3477
Wilson & Boucher Capital Management
California
$506K +$60.3K +610 +11%
BWM
3478
BlackDiamond Wealth Management
New York
$505K +$56.8K +575 +11%
FZCM
3479
Flynn Zito Capital Management
New York
$505K -$16.8K -170 -3%
TIA
3480
Tandem Investment Advisors
South Carolina
$505K +$191K +1,931 +47%
CI
3481
CAZ Investments
Texas
$504K – – –
LFGO
3482
Legacy Financial Group (Oklahoma)
Oklahoma
$504K +$592K +5,995 New
BA
3483
Bridge Advisory
California
$502K +$22.5K +228 +4%
WAL
3484
W Advisors LLC
Tennessee
$501K -$24.2K -245 -4%
SCM
3485
Sebold Capital Management
Illinois
$501K +$589K +5,964 New
DACG
3486
Donor Advised Charitable Giving
California
$501K – – –
CWA
3487
CJM Wealth Advisers
Virginia
$499K -$176K -1,786 -23%
RWP
3488
Ridgecrest Wealth Partners
California
$499K -$6.92K -70 -1%
HIF
3489
Hill Island Financial
Michigan
$499K +$29.6K +300 +5%
APIM
3490
Agate Pass Investment Management
Washington
$499K +$126K +1,275 +27%
WWMSC
3491
Wagner Wealth Management (South Carolina)
South Carolina
$497K -$45.6K -462 -7%
RFO
3492
RiverGlades Family Offices
Florida
$497K +$584K +5,913 New
CIA
3493
Capital Impact Advisors
Massachusetts
$494K -$23.6K -239 -4%
BFA
3494
BMS Financial Advisors
South Dakota
$494K -$22K -223 -4%
DSA
3495
Droms Strauss Advisors
Missouri
$493K +$3.06K +31 +0.5%
MWM
3496
McNaughton Wealth Management
California
$492K +$77.1K +781 +15%
CSA
3497
Cottage Street Advisors
Massachusetts
$491K +$103M +1,043,650 +5,155%
ETIA
3498
Epic Trust Investment Advisors
Washington
$491K +$334K +3,386 +138%
SHWM
3499
Smith & Howard Wealth Management
Georgia
$490K -$15.8K -160 -3%
DMBA
3500
Deseret Mutual Benefit Administrators
Utah
$489K -$294K -2,981 -34%
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140
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