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Cisco
CSCO

Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
2901
Elser Financial Planning
Indiana
$387K +$389K +4,965 New
1WM
2902
1900 Wealth Management
Texas
$387K +$14.6K +186 +4%
RK
2903
Rather & Kittrell
Tennessee
$386K +$1.96K +25 +0.5%
RFS
2904
Richardson Financial Services
Massachusetts
$385K +$66.9K +854 +21%
NJIM
2905
Nabity-Jensen Investment Management
Nebraska
$385K +$115K +1,470 +42%
WG
2906
Wealth Group
North Carolina
$385K – – –
LWM
2907
LongView Wealth Management
Georgia
$384K +$939 +12 +0.3%
FWM
2908
Fingerlakes Wealth Management
New York
$384K +$1.8K +23 +0.5%
SPWM
2909
Schrum Private Wealth Management
Florida
$384K +$626 +8 +0.2%
CRWM
2910
Castle Rock Wealth Management
California
$383K +$120K +1,532 +46%
SWM
2911
Stronghold Wealth Management
Florida
$383K -$1.02K -13 -0.3%
MCWS
2912
McKinley Carter Wealth Services
West Virginia
$383K -$219K -2,799 -36%
SCP
2913
Sivia Capital Partners
California
$383K -$471K -6,012 -55%
EPIMS
2914
Evelyn Partners Investment Management Services
$382K -$149K -1,905 -28%
BHFP
2915
Blom & Howell Financial Planning
California
$382K – – –
AW
2916
Alaethes Wealth
Nevada
$382K – – –
SRWM
2917
Shira Ridge Wealth Management
California
$382K +$78 +1 +0%
SLG
2918
Sanchez Levi Garrett
$381K +$385K +4,915 New
BC
2919
Broadwater Capital
Massachusetts
$381K – – –
WFA
2920
WestHill Financial Advisors
California
$381K -$6.73K -86 -2%
SVCP
2921
Silicon Valley Capital Partners
California
$381K -$21.5K -275 -5%
HIP
2922
Harrell Investment Partners
Texas
$380K – – –
MF
2923
Montis Financial
Massachusetts
$380K +$14.7K +188 +4%
MAG
2924
M3 Advisory Group
Massachusetts
$380K +$29.4K +376 +8%
ANBT
2925
American National Bank & Trust
Texas
$380K +$65.1K +831 +20%
115 116
117
118 119