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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1626
Clayton Financial Group
Missouri
$378K – – –
AFT
1627
Alpha Family Trust
California
$378K – – –
CCFM
1628
Clear Creek Financial Management
Washington
$377K +$52.8K +296 +15%
CFP
1629
Curran Financial Partners
South Carolina
$377K +$46.8K +262 +13%
CFG
1630
Cooper Financial Group
California
$376K +$115K +646 +40%
RWP
1631
Revolve Wealth Partners
New Jersey
$375K +$26.8K +150 +7%
PA
1632
Procyon Advisors
Connecticut
$375K +$50.1K +281 +14%
NG
1633
Norden Group
Utah
$375K -$3.96M -22,187 -91%
HAS
1634
HBW Advisory Services
California
$375K +$32.7K +183 +9%
FMTC
1635
Farmers & Merchants Trust Company
California
$374K -$46.4K -260 -10%
VAMG
1636
Voisard Asset Management Group
Michigan
$374K +$892 +5 +0.2%
SPW
1637
Sonoma Private Wealth
California
$374K +$82.4K +462 +26%
WW
1638
Waterfront Wealth
Kansas
$373K +$3.57K +20 +0.9%
CBT
1639
CoreFirst Bank & Trust
Kansas
$372K – – –
MPW
1640
Monterey Private Wealth
California
$372K +$11.2K +63 +3%
SWM
1641
SFG Wealth Management
Maryland
$372K -$2.39M -13,407 -86%
FC
1642
Farringdon Capital
United Kingdom
$371K +$397K +2,227 New
BTWM
1643
Brass Tax Wealth Management
Ohio
$371K -$4.82K -27 -1%
MIM
1644
Montgomery Investment Management
Maryland
$369K – – –
EIA
1645
Eldridge Investment Advisors
New Hampshire
$368K – – –
CANY
1646
Caxton Associates (New York)
New York
$368K -$317K -1,776 -45%
BWM
1647
BCS Wealth Management
Tennessee
$366K +$392K +2,196 New
SFG
1648
Shum Financial Group
California
$365K +$14.8K +83 +4%
PWM
1649
Pines Wealth Management
North Carolina
$365K +$380K +2,128 New
ACM
1650
Ascent Capital Management
Oregon
$365K +$391K +2,189 New
64 65
66
67 68