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Name Holding Trade Value Shares
Change 		Change in
Stake
CNBOF
3151
City National Bank of Florida
Florida
$457K -$17.9K -49 -4%
OP
3152
ORG Partners
Indiana
$457K -$26K -71 -5%
FWSM
3153
First Wilshire Securities Management
California
$456K – – –
WA
3154
Westfuller Advisors
New York
$456K +$9.89K +27 +2%
PWA
3155
Peterson Wealth Advisors
Utah
$456K +$11K +30 +2%
AA
3156
Advisory Advocates
Michigan
$455K +$484K +1,321 New
RCWM
3157
Royal Capital Wealth Management
Indiana
$455K +$1.1K +3 +0.2%
CFG
3158
Certior Financial Group
Pennsylvania
$454K +$39.9K +109 +9%
FFA
3159
Fi3 Financial Advisors
Indiana
$454K -$77.7K -212 -14%
WIM
3160
Warwick Investment Management
Texas
$454K -$44.7K -122 -8%
FWM
3161
Finer Wealth Management
Massachusetts
$454K +$1.47K +4 +0.3%
CWM
3162
Cranbrook Wealth Management
Michigan
$452K +$37K +101 +8%
KWM
3163
Kaydan Wealth Management
Michigan
$452K – – –
RIM
3164
Redwood Investment Management
Arizona
$452K -$83.1K -227 -15%
WA
3165
Waterford Advisors
New York
$452K +$1.83K +5 +0.4%
RFW
3166
Redwood Family Wealth
Texas
$452K +$481K +1,312 New
TA
3167
Tectonic Advisors
Texas
$451K – – –
BFA
3168
Brown Financial Advisory
Alabama
$451K +$27.5K +75 +6%
EWM
3169
Elevation Wealth Management
Minnesota
$451K +$480K +1,310 New
TPWA
3170
TRUE Private Wealth Advisors
Oregon
$450K -$28.6K -78 -6%
BMM
3171
Berkshire Money Management
Massachusetts
$450K +$479K +1,307 New
WF
3172
WealthPoint Financial
North Carolina
$450K +$479K +1,307 New
CIS
3173
Connors Investor Services
Pennsylvania
$449K – – –
PA
3174
Planning Alternatives
Michigan
$449K -$36.6K -100 -7%
SWM
3175
Sterling Wealth Management
Illinois
$449K -$366 -1 -0.1%
125 126
127
128 129