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Cisco
CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2801
C2C Wealth Management
Arizona
$432K – – –
LWM
2802
Lakeridge Wealth Management
Ohio
$432K +$10.4K +133 +2%
BB
2803
Burford Brothers
Texas
$432K +$3.52K +45 +0.8%
MC
2804
Matisse Capital
Oregon
$431K -$705 -9 -0.2%
BW
2805
Balance Wealth
Ohio
$430K +$3.21K +41 +0.7%
RAG
2806
RIA Advisory Group
Iowa
$430K -$26.1K -334 -6%
JFGLC
2807
Johnson Financial Group LLC (Colorado)
Colorado
$429K +$433K +5,530 New
MAWCM
2808
Mine & Arao Wealth Creation & Management
California
$429K – – –
KCPG
2809
Kavar Capital Partners Group
Kansas
$428K – – –
AIA
2810
Armor Investment Advisors
North Carolina
$427K – – –
VAF
2811
Values Added Financial
District of Columbia
$427K +$5.25K +67 +1%
CAM
2812
Cacti Asset Management
Georgia
$427K – – –
PAA
2813
Peregrine Asset Advisers
Oregon
$427K +$39.7K +507 +10%
RA
2814
Riverstone Advisors
Texas
$426K +$38.6K +493 +10%
TCM
2815
Traub Capital Management
Massachusetts
$424K – – –
FCM
2816
Fire Capital Management
California
$424K – – –
TFGT
2817
TS Financial Group (TSFG)
Illinois
$424K +$1.17K +15 +0.3%
FCM
2818
Fieldview Capital Management
Michigan
$424K +$428K +5,464 New
FWP
2819
Flatrock Wealth Partners
California
$423K -$26.7K -341 -6%
SIC
2820
SJS Investment Consulting
Ohio
$423K -$198K -2,534 -32%
NF
2821
Nvest Financial
New Hampshire
$422K -$10.3K -132 -2%
DA
2822
Dillon & Associates
Michigan
$422K – – –
JAFL
2823
Jay A. Fishman Ltd
Michigan
$421K – – –
MPIA
2824
Mountain Pacific Investment Advisers
Idaho
$421K – – –
SWRP
2825
Summit Wealth & Retirement Planning
California
$421K +$37.6K +480 +10%
111 112
113
114 115