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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1926
Pines Wealth Management
North Carolina
$1.65M +$122K +336 +7%
RSA
1927
River Street Advisors
Illinois
$1.65M +$431K +1,183 +31%
SIA
1928
Soltis Investment Advisors
Utah
$1.65M -$273K -748 -13%
BWA
1929
Blodgett Wealth Advisors
California
$1.64M -$364K -998 -17%
CPR
1930
CSU Producer Resources
Ohio
$1.64M – – –
FMN
1931
Financial Management Network
California
$1.64M -$75.1K -206 -4%
FNFDCM
1932
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.64M -$112K -306 -6%
LIM
1933
Letson Investment Management
Georgia
$1.63M -$12.8K -35 -0.7%
HAS
1934
HBW Advisory Services
California
$1.63M -$114K -313 -6%
WG
1935
Wealth Group
North Carolina
$1.62M +$226K +620 +14%
CFFP
1936
Center for Financial Planning
Michigan
$1.62M -$9.11K -25 -0.5%
CSB
1937
City State Bank
Iowa
$1.62M +$92.6K +254 +5%
MCCP
1938
Mission Creek Capital Partners
California
$1.62M -$2.98M -8,177 -30%
FCFC
1939
First Citizens Financial Corp
Iowa
$1.61M -$14.6K -40 -0.8%
SJIM
1940
St. Johns Investment Management
Florida
$1.61M +$45.6K +125 +3%
CFP
1941
Catalyst Financial Partners
Massachusetts
$1.61M +$56.1K +154 +3%
FMI
1942
Frec Markets Inc
California
$1.61M +$743K +2,040 +72%
SP
1943
Stablepoint Partners
Massachusetts
$1.6M +$1.44M +3,950 +434%
EM
1944
Excalibur Management
Massachusetts
$1.6M -$25.1K -69 -1%
JTF
1945
J. Team Financial
Texas
$1.6M -$92.2K -253 -5%
SSW
1946
Stone Summit Wealth
Florida
$1.59M -$77.6K -213 -4%
WWM
1947
Wiser Wealth Management
Georgia
$1.59M +$161K +442 +10%
JWWM
1948
Johnson & White Wealth Management
Pennsylvania
$1.59M -$10.6K -29 -0.6%
KNW
1949
Kesler Norman & Wride
Utah
$1.59M +$15.3K +42 +0.9%
T
1950
TrustBank
Illinois
$1.59M -$109K -300 -6%
76 77
78
79 80