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Name Holding Trade Value Shares
Change 		Change in
Stake
ODFS
4101
O'Donnell Financial Services
California
$758K +$25.5K +153 +4%
BBNB
4102
Baker Boyer National Bank
Washington
$757K -$81.1K -486 -10%
VST
4103
Van Strum & Towne
California
$757K +$183K +1,099 +36%
TAM
4104
Trillium Asset Management
Massachusetts
$756K -$19.2K -115 -3%
WAG
4105
Wheelhouse Advisory Group
Missouri
$756K +$174K +1,044 +33%
CRI
4106
Commonwealth Retirement Investments
Virginia
$755K +$334 +2 +0%
AWMG
4107
Alliance Wealth Management Group
New Jersey
$755K +$235K +1,410 +51%
CSWM
4108
Cassady Schiller Wealth Management
Ohio
$754K +$73.4K +440 +12%
HEIP
4109
Hudson Edge Investment Partners
New Jersey
$753K -$2.17K -13 -0.3%
HWMC
4110
Heritage Wealth Management (California)
California
$752K -$12.4K -74 -2%
NWA
4111
Navis Wealth Advisors
New York
$752K +$43.6K +261 +7%
MAG
4112
Mayfair Advisory Group
Alabama
$749K -$64.6K -387 -9%
HIA
4113
HTG Investment Advisors
Connecticut
$749K -$116K -697 -14%
MWM
4114
Mosley Wealth Management
California
$745K +$180K +1,076 +35%
SPL
4115
Smart Portfolios LLC
Washington
$745K +$23.4K +140 +4%
VFG
4116
Victory Financial Group
Texas
$742K -$184K -1,102 -21%
OP
4117
ORG Partners
Indiana
$741K -$5.78M -34,616 -89%
WCM
4118
Wallace Capital Management
Texas
$740K – – –
OFP
4119
OLIO Financial Planning
Virginia
$739K – – –
OWA
4120
Outlook Wealth Advisors
Texas
$739K -$147K -878 -18%
CF
4121
Convergence Financial
Missouri
$735K +$131K +784 +24%
ACM
4122
Arlington Capital Management
Illinois
$734K +$215K +1,287 +46%
MI
4123
Motiv8 Investments
Florida
$734K -$62.9K -377 -8%
VF
4124
Vista Finance
Missouri
$733K +$678K +4,064 New
UWM
4125
USAdvisors Wealth Management
Minnesota
$731K +$14.5K +87 +2%
163 164
165
166 167