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Name Holding Trade Value Shares
Change 		Change in
Stake
SRIM
2251
Saratoga Research & Investment Management
California
$322K -$9.75K -240 -4%
WHCI
2252
W.H. Cornerstone Investments
Massachusetts
$321K +$772 +19 +0.3%
PWG
2253
Portside Wealth Group
Utah
$321K -$6.74K -166 -3%
SWM
2254
SFG Wealth Management
Maryland
$320K -$1.54K -38 -0.6%
SRA
2255
Secured Retirement Advisors
Minnesota
$320K +$259K +6,366 New
4WM
2256
4J Wealth Management
Virginia
$320K – – –
TP
2257
Tranquility Partners
Tennessee
$320K -$370K -9,106 -59%
EGWAG
2258
Elwood & Goetz Wealth Advisory Group
Georgia
$320K +$5K +123 +2%
AA
2259
Advisory Alpha
Michigan
$320K +$258K +6,358 New
BCP
2260
Berkeley Capital Partners
Georgia
$319K -$4.1K -101 -2%
FM
2261
Foster & Motley
Ohio
$319K +$258K +6,346 New
HPM
2262
Hoxton Planning & Management
West Virginia
$317K -$6.13K -151 -2%
KBFS
2263
Kohmann Bosshard Financial Services
Ohio
$317K +$14.3K +351 +6%
RMAM
2264
Raab & Moskowitz Asset Management
New Jersey
$315K -$33K -812 -11%
GTAM
2265
Global Trust Asset Management
Florida
$314K +$10.1K +249 +4%
LTI
2266
Laffer Tengler Investments
Tennessee
$314K – – –
AG
2267
Ascent Group
Virginia
$313K +$11.7K +289 +4%
REMPR
2268
Roof Eidam Maycock Peralta (REMP)
California
$313K -$211K -5,200 -46%
CHA
2269
Cooper/Haims Advisors
New York
$312K -$3.09K -76 -1%
PIM
2270
Plato Investment Management
Australia
$312K +$253K +6,216 New
AAG
2271
Armstrong Advisory Group
Massachusetts
$312K +$4.55K +112 +2%
CAWM
2272
Capital Advisors Wealth Management
Washington
$312K -$3.74K -92 -1%
IF
2273
Ironwood Financial
Arizona
$311K +$81 +2 +0%
SC
2274
Syon Capital
California
$311K +$251K +6,188 New
TW
2275
Towerpoint Wealth
California
$310K -$41 -1 -0%
89 90
91
92 93