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Name Holding Trade Value Shares
Change 		Change in
Stake
MFC
2776
Morris Financial Concepts
South Carolina
$223K +$224K +2,222 New
AFT
2777
Alpha Family Trust
California
$222K +$224K +2,220 New
PCI
2778
Planning Center Inc
Illinois
$222K -$16.4K -163 -7%
WAM
2779
Walker Asset Management
Missouri
$222K +$223K +2,213 New
WPA
2780
Winning Points Advisors
Florida
$221K +$223K +2,207 New
CCA
2781
Clearwater Capital Advisors
Illinois
$221K -$60.5K -600 -21%
FFC
2782
First Financial Corp
Indiana
$220K -$8.07K -80 -4%
CWM
2783
Castle Wealth Management
Florida
$220K +$221K +2,195 New
AAM
2784
AMI Asset Management
California
$219K +$220K +2,186 New
HWMG
2785
Hurlow Wealth Management Group
Indiana
$219K -$20.9K -207 -9%
CSWM
2786
Cassady Schiller Wealth Management
Ohio
$219K – – –
BCM
2787
Brookmont Capital Management
Texas
$219K +$220K +2,184 New
PMIA
2788
Patrick Mauro Investment Advisor
Illinois
$218K +$220K +2,180 New
KIG
2789
Kennedy Investment Group
New Jersey
$218K +$220K +2,180 New
CISOA
2790
Capital Investment Services of America
Wisconsin
$218K +$219K +2,176 New
SA
2791
Syntax Advisors
New York
$218K +$219K +2,174 New
VCG
2792
Vantage Consulting Group
Virginia
$218K +$219K +2,174 New
TW
2793
Towerpoint Wealth
California
$218K +$219K +2,173 New
FAG
2794
Financial Advisory Group
Texas
$217K +$219K +2,172 New
FPCG
2795
Fort Pitt Capital Group
Pennsylvania
$216K +$217K +2,156 New
WCFA
2796
Walkner Condon Financial Advisors
Wisconsin
$215K +$217K +2,152 New
VAG
2797
VisionPoint Advisory Group
Texas
$215K – – –
GWM
2798
Greenhouse Wealth Management
Connecticut
$215K +$217K +2,148 New
SW
2799
StrongBox Wealth
Missouri
$215K +$216K +2,147 New
BAAM
2800
Baker Avenue Asset Management
California
$215K +$51.8K +514 +32%
110 111
112
113 114