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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1276
Claris Financial
Virginia
$434K – – –
CL
1277
CVFG LLC
Indiana
$433K +$25.7K +74 +6%
LMFP
1278
Larry Mathis Financial Planning
Arizona
$432K -$9.72K -28 -2%
AWS
1279
Alliance Wealth Strategies
Virginia
$432K – – –
CWM
1280
Centric Wealth Management
Illinois
$432K – – –
RC
1281
Roundview Capital
New Jersey
$430K +$2.08K +6 +0.5%
KRW
1282
Kaufman Rossin Wealth
Florida
$430K +$2.08K +6 +0.5%
FFWM
1283
Future Financial Wealth Management
Ohio
$429K – – –
ALAM
1284
Asahi Life Asset Management
Japan
$428K -$188K -541 -31%
FAL
1285
Focused Alpha LLC
Colorado
$428K +$418K +1,203 New
MWM
1286
Manske Wealth Management
Texas
$428K -$1.74K -5 -0.4%
LAM
1287
L2 Asset Management
Massachusetts
$428K +$39.6K +114 +10%
IRAG
1288
Investment Research & Advisory Group
Georgia
$427K +$2.08K +6 +0.5%
SP
1289
SmartHarvest Portfolios
Washington
$426K -$63.2K -182 -13%
VWA
1290
Visionary Wealth Advisors
Illinois
$426K -$22.2K -64 -5%
HI
1291
Hendershot Investments
Virginia
$426K – – –
ECM
1292
Estabrook Capital Management
New York
$426K -$3.47K -10 -0.8%
AP
1293
Americana Partners
Texas
$425K +$414K +1,194 New
AFCM
1294
Applied Finance Capital Management
Puerto Rico
$425K -$71.5K -206 -15%
PF
1295
Phoenix Financial
Israel
$425K -$73.6K -212 -15%
PT
1296
Plimoth Trust
Massachusetts
$424K – – –
3IP
1297
3Chopt Investment Partners
Virginia
$424K +$8.33K +24 +2%
NHT
1298
New Hampshire Trust
New Hampshire
$421K – – –
CFM
1299
Catalyst Funds Management
Australia
$421K +$410K +1,182 New
TWM
1300
Tradition Wealth Management
Minnesota
$417K +$12.8K +37 +3%
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52
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