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Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
2701
Center For Asset Management
Florida
$236K +$244K +887 New
HFA
2702
High Falls Advisors
New York
$235K +$243K +885 New
GCMG
2703
Gyroscope Capital Management Group
Florida
$234K – – –
FWM
2704
Focused Wealth Management
New York
$234K +$55.8K +203 +30%
OAMG
2705
Odey Asset Management Group
United Kingdom
$234K +$242K +881 New
AWS
2706
AJ Wealth Strategies
New York
$233K -$1.65K -6 -0.7%
AAM
2707
Augustine Asset Management
Florida
$232K +$5.22K +19 +2%
JFG
2708
JMG Financial Group
Illinois
$232K +$6.05K +22 +3%
LWP
2709
Legacy Wealth Planning
Nevada
$232K +$13.2K +48 +6%
FCM
2710
Fortis Capital Management
Washington
$231K +$239K +870 New
MF
2711
Montis Financial
Massachusetts
$230K +$231K +839 New
WWP
2712
Waypoint Wealth Partners
California
$230K +$238K +866 New
KBFS
2713
Kohmann Bosshard Financial Services
Ohio
$229K -$275 -1 -0.1%
NEWAS
2714
N.E.W. Advisory Services
Wisconsin
$228K +$234K +852 New
CTFG
2715
Capstone Triton Financial Group
Oklahoma
$228K +$236K +857 New
SFS
2716
Summit Financial Strategies
Ohio
$228K +$236K +857 New
SWM
2717
Soundmark Wealth Management
Washington
$228K +$236K +858 New
AA
2718
Addison Advisors
Vermont
$228K +$236K +859 New
CTB
2719
Country Trust Bank
Illinois
$227K -$224K -815 -49%
AC
2720
Addison Capital
Pennsylvania
$227K -$8.8K -32 -4%
GFG
2721
Greystone Financial Group
Michigan
$227K +$223K +812 New
GKIM
2722
GW&K Investment Management
Massachusetts
$226K -$108K -392 -32%
PP
2723
PrairieView Partners
Minnesota
$225K +$550 +2 +0.2%
POIA
2724
Pin Oak Investment Advisors
Texas
$225K +$14.3K +52 +7%
MWM
2725
Mascoma Wealth Management
New Hampshire
$225K +$233K +846 New
107 108
109
110 111