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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1101
Pasadena Private Wealth
California
$410K – – –
LIA
1102
LBMC Investment Advisors
Tennessee
$410K – – –
TPW
1103
Transatlantique Private Wealth
New York
$409K – – –
ALAM
1104
Asahi Life Asset Management
Japan
$409K +$363K +1,790 New
CG
1105
CFO4Life Group
Texas
$409K -$6.9K -34 -2%
ASFA
1106
All Season Financial Advisors
Colorado
$408K +$363K +1,787 New
KFA
1107
Kapstone Financial Advisors
Ohio
$408K -$23.8K -117 -6%
SCM
1108
Shelton Capital Management
Colorado
$407K +$55.8K +275 +18%
FIA
1109
Foundations Investment Advisors
Arizona
$405K +$360K +1,773 New
RMAM
1110
Raab & Moskowitz Asset Management
New Jersey
$403K -$27.2K -134 -7%
CCFM
1111
Clear Creek Financial Management
Washington
$403K +$12K +59 +3%
CCM
1112
Crew Capital Management
Ohio
$401K – – –
BAM
1113
Berkshire Asset Management
Pennsylvania
$400K +$355K +1,749 New
AF
1114
Aldebaran Financial
$399K -$33.5K -165 -9%
CF
1115
Centaurus Financial
California
$397K +$16.2K +80 +5%
AWM
1116
Aberdeen Wealth Management
Illinois
$394K – – –
GAM
1117
Garrison Asset Management
Arkansas
$394K +$1.01K +5 +0.3%
EF
1118
Empowered Funds
Pennsylvania
$393K +$349K +1,721 New
LIM
1119
Loudon Investment Management
New Hampshire
$391K -$9.95K -49 -3%
WPC
1120
Wedmont Private Capital
Pennsylvania
$389K +$4.26K +21 +1%
MJRIC
1121
Mogy Joel R Investment Counsel
California
$388K – – –
PWM
1122
Palumbo Wealth Management
New York
$387K +$26.4K +130 +8%
GPA
1123
Guerra Pan Advisors
New Jersey
$387K +$44.5K +219 +15%
PIM
1124
Profit Investment Management
Maryland
$385K – – –
MFA
1125
Mayflower Financial Advisors
Massachusetts
$384K -$31.7K -156 -8%
43 44
45
46 47