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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
2576
Cypress Asset Management
Texas
$542K -$5.57K -75 -1%
CPA
2577
Capital Planning Advisors
California
$541K -$23.2K -313 -4%
AAG
2578
Armstrong Advisory Group
Massachusetts
$540K +$18K +242 +4%
DI
2579
Decision Investments
California
$540K +$520K +7,009 New
WFS
2580
Widmann Financial Services
Maryland
$539K -$44.5K -600 -8%
PPC
2581
Park Place Capital
Alabama
$539K -$34.3K -462 -6%
TC
2582
Trust Company
Kansas
$537K +$113K +1,519 +28%
JF
2583
JMN Financial
Ohio
$537K +$517K +6,972 New
KOC
2584
Koss-Olinger Consulting
Florida
$537K -$41.2K -555 -7%
YCG
2585
Yeomans Consulting Group
Georgia
$537K +$22.9K +309 +5%
ML
2586
Mayport LLC
Massachusetts
$535K -$59.8K -806 -10%
CCM
2587
Chaney Capital Management
Washington
$535K +$27.5K +370 +6%
SN
2588
Sittner & Nelson
Oregon
$534K +$2K +27 +0.4%
TC
2589
Truvestments Capital
Florida
$533K -$60.8K -820 -11%
MWM
2590
Maridea Wealth Management
New York
$533K +$177K +2,388 +53%
BP
2591
Broadleaf Partners
Ohio
$532K – – –
CA
2592
Claris Advisors
Missouri
$531K -$9.65K -130 -2%
JSL
2593
JT Stratford LLC
Georgia
$530K +$12.5K +168 +3%
BC
2594
Barrett & Company
Rhode Island
$529K -$54.9K -740 -10%
AIC
2595
Archer Investment Corporation
Indiana
$528K -$32.3K -435 -6%
KCIC
2596
Kuhn & Co Investment Counsel
Illinois
$528K +$47.5K +640 +10%
VAG
2597
VisionPoint Advisory Group
Texas
$527K -$26.5K -357 -5%
TDC
2598
Thompson Davis & Co
Virginia
$526K +$507K +6,834 New
EPIMS
2599
Evelyn Partners Investment Management Services
$526K – – –
SLWA
2600
San Luis Wealth Advisors
California
$526K -$70.9K -955 -12%
102 103
104
105 106