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Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
3051
American Financial Advisors
Georgia
$231K +$1.12K +7 +0.5%
AMM
3052
American Money Management
California
$230K -$2.4K -15 -1%
4WM
3053
4J Wealth Management
Virginia
$230K – – –
FWM
3054
ForthRight Wealth Management
Georgia
$230K -$27.3K -170 -10%
AT
3055
Avalon Trust
New Mexico
$229K -$32.1K -200 -12%
CSA
3056
Cottage Street Advisors
Massachusetts
$229K -$8.18K -51 -3%
WFA
3057
Wade Financial Advisory
California
$229K – – –
KOC
3058
Koss-Olinger Consulting
Florida
$228K -$16K -100 -6%
AWA
3059
Authentikos Wealth Advisory
California
$227K +$33.7K +210 +17%
I
3060
INVST
Indiana
$226K +$19.7K +123 +9%
DIS
3061
Diversified Investment Strategies
Louisiana
$226K – – –
BWM
3062
BCGM Wealth Management
Indiana
$226K +$230K +1,435 New
GC
3063
Garde Capital
Washington
$225K – – –
MWM
3064
Meritas Wealth Management
California
$225K +$8.02K +50 +4%
PGWM
3065
Parisi Gray Wealth Management
New Jersey
$224K – – –
NG
3066
Northstar Group
New York
$224K +$9.46K +59 +4%
HAG
3067
HF Advisory Group
Maryland
$224K +$26.1K +163 +13%
FIM
3068
Fernwood Investment Management
Massachusetts
$223K +$1.12K +7 +0.5%
RC
3069
Rovin Capital
Arizona
$223K – – –
TWM
3070
TMD Wealth Management
Arizona
$223K +$227K +1,417 New
FB
3071
First Bancorp
Maine
$222K – – –
CWM
3072
Cahaba Wealth Management
Georgia
$222K +$9.3K +58 +4%
AWM
3073
Avaii Wealth Management
Wisconsin
$222K -$67K -418 -23%
TFM
3074
TFC Financial Management
Massachusetts
$221K +$95.2K +594 +73%
HWM
3075
Hemington Wealth Management
Virginia
$221K -$11.5K -72 -5%
121 122
123
124 125