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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
2551
Convergence Financial
Missouri
$480K -$65.4K -828 -12%
TIA
2552
Tiemann Investment Advisors
California
$480K -$47K -595 -9%
ACP
2553
Argyle Capital Partners
California
$479K +$31.6K +400 +7%
SAM
2554
Sagewood Asset Management
New York
$479K +$162K +2,048 +53%
AFTS
2555
American Financial & Tax Strategies
New York
$477K – – –
OIA
2556
Oakmont Investment Advisors
Pennsylvania
$477K -$108K -1,367 -19%
RMC
2557
Resources Management Corp
Connecticut
$475K -$105K -1,332 -19%
CHA
2558
Cooper/Haims Advisors
New York
$475K -$4.5K -57 -1%
CWMK
2559
Caliber Wealth Management (Kansas)
Kansas
$475K +$17.4K +220 +4%
CWM
2560
CCG Wealth Management
California
$475K +$6.79K +86 +2%
AAG
2561
Asset Advisory Group
New Jersey
$474K +$79 +1 +0%
NFG
2562
Nadler Financial Group
Illinois
$474K -$63.3K -802 -12%
CFP
2563
Cascade Financial Partners
California
$474K -$3.16K -40 -0.7%
CCMG
2564
Connecticut Capital Management Group
Connecticut
$473K -$1.11K -14 -0.2%
OAS
2565
Optivise Advisory Services
Tennessee
$471K +$72.1K +913 +19%
BIA
2566
Bell Investment Advisors
California
$471K -$9.24K -117 -2%
LWM
2567
Lyell Wealth Management
California
$470K -$30.7K -389 -6%
LBC
2568
Leigh Baldwin & Co
New York
$470K +$1.42K +18 +0.3%
BFS
2569
Burkett Financial Services
South Carolina
$469K +$3.16K +40 +0.7%
NWA
2570
New World Advisors
Massachusetts
$469K +$8.06K +102 +2%
BIG
2571
Brookwood Investment Group
Arizona
$468K +$116K +1,465 +34%
DAM
2572
Doheny Asset Management
California
$468K – – –
OWA
2573
One Wealth Advisors
California
$468K +$57.4K +727 +14%
SCA
2574
Strathmore Capital Advisors
North Carolina
$468K -$1.5K -19 -0.3%
AWM
2575
Aviso Wealth Management
Washington
$467K -$21.3K -270 -4%
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