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Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
2526
RW Investment Management
Idaho
$481K – – –
WPA
2527
Winning Points Advisors
Florida
$481K – – –
PSC
2528
Prentiss Smith & Co
Vermont
$481K – – –
EWS
2529
Eagle Wealth Strategies
New Jersey
$481K +$9.08K +115 +2%
SSWG
2530
Seven Springs Wealth Group
Tennessee
$480K +$2.13K +27 +0.5%
FGC
2531
First Growth Capital
Maryland
$480K +$1.26K +16 +0.3%
CF
2532
Convergence Financial
Missouri
$480K -$65.4K -828 -12%
TIA
2533
Tiemann Investment Advisors
California
$480K -$47K -595 -9%
ACP
2534
Argyle Capital Partners
California
$479K +$31.6K +400 +7%
SAM
2535
Sagewood Asset Management
New York
$479K +$162K +2,048 +53%
AFTS
2536
American Financial & Tax Strategies
New York
$477K – – –
OIA
2537
Oakmont Investment Advisors
Pennsylvania
$477K -$108K -1,367 -19%
RMC
2538
Resources Management Corp
Connecticut
$475K -$105K -1,332 -19%
CHA
2539
Cooper/Haims Advisors
New York
$475K -$4.5K -57 -1%
CWMK
2540
Caliber Wealth Management (Kansas)
Kansas
$475K +$17.4K +220 +4%
CWM
2541
CCG Wealth Management
California
$475K +$6.79K +86 +2%
AAG
2542
Asset Advisory Group
New Jersey
$474K +$79 +1 +0%
NFG
2543
Nadler Financial Group
Illinois
$474K -$63.3K -802 -12%
CFP
2544
Cascade Financial Partners
California
$474K -$3.16K -40 -0.7%
CCMG
2545
Connecticut Capital Management Group
Connecticut
$473K -$1.11K -14 -0.2%
OAS
2546
Optivise Advisory Services
Tennessee
$471K +$72.1K +913 +19%
BIA
2547
Bell Investment Advisors
California
$471K -$9.24K -117 -2%
LWM
2548
Lyell Wealth Management
California
$470K -$30.7K -389 -6%
LBC
2549
Leigh Baldwin & Co
New York
$470K +$1.42K +18 +0.3%
BFS
2550
Burkett Financial Services
South Carolina
$469K +$3.16K +40 +0.7%
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102
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