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Name Holding Trade Value Shares
Change 		Change in
Stake
AMM
3051
American Money Management
California
$230K -$2.4K -15 -1%
4WM
3052
4J Wealth Management
Virginia
$230K – – –
FWM
3053
ForthRight Wealth Management
Georgia
$230K -$27.3K -170 -10%
AT
3054
Avalon Trust
New Mexico
$229K -$32.1K -200 -12%
CSA
3055
Cottage Street Advisors
Massachusetts
$229K -$8.18K -51 -3%
WFA
3056
Wade Financial Advisory
California
$229K – – –
KOC
3057
Koss-Olinger Consulting
Florida
$228K -$16K -100 -6%
AWA
3058
Authentikos Wealth Advisory
California
$227K +$33.7K +210 +17%
I
3059
INVST
Indiana
$226K +$19.7K +123 +9%
DIS
3060
Diversified Investment Strategies
Louisiana
$226K – – –
BWM
3061
BCGM Wealth Management
Indiana
$226K +$230K +1,435 New
GC
3062
Garde Capital
Washington
$225K – – –
MWM
3063
Meritas Wealth Management
California
$225K +$8.02K +50 +4%
PGWM
3064
Parisi Gray Wealth Management
New Jersey
$224K – – –
NG
3065
Northstar Group
New York
$224K +$9.46K +59 +4%
HAG
3066
HF Advisory Group
Maryland
$224K +$26.1K +163 +13%
FIM
3067
Fernwood Investment Management
Massachusetts
$223K +$1.12K +7 +0.5%
RC
3068
Rovin Capital
Arizona
$223K – – –
TWM
3069
TMD Wealth Management
Arizona
$223K +$227K +1,417 New
FB
3070
First Bancorp
Maine
$222K – – –
CWM
3071
Cahaba Wealth Management
Georgia
$222K +$9.3K +58 +4%
AWM
3072
Avaii Wealth Management
Wisconsin
$222K -$67K -418 -23%
TFM
3073
TFC Financial Management
Massachusetts
$221K +$95.2K +594 +73%
HWM
3074
Hemington Wealth Management
Virginia
$221K -$11.5K -72 -5%
AF
3075
AtlasMark Financial
Texas
$221K – – –
121 122
123
124 125