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Name Holding Trade Value Shares
Change 		Change in
Stake
WH
2901
Willner & Heller
California
$294K -$24.3K -321 -8%
BOS
2902
Bank of Stockton
California
$293K -$4.69K -62 -2%
SIM
2903
SSI Investment Management
California
$293K – – –
CWMG
2904
Compass Wealth Management (Georgia)
Georgia
$293K -$378 -5 -0.1%
PF
2905
Prosperitas Financial
California
$292K +$34.5K +456 +13%
SAM
2906
Sagewood Asset Management
New York
$292K +$291K +3,844 New
HIG
2907
Heritage Investment Group
Florida
$292K -$529 -7 -0.2%
MWP
2908
Madison Wealth Partners
Wisconsin
$292K +$290K +3,837 New
SGFG
2909
Silver Grove Financial Group
New York
$292K +$21.1K +279 +8%
TWM
2910
Tripletail Wealth Management
Florida
$292K – – –
WAM
2911
Worth Asset Management
Texas
$291K +$70.8K +937 +32%
CCM
2912
Chiron Capital Management
Florida
$291K +$289K +3,823 New
MCM
2913
Mendel Capital Management
Arkansas
$290K +$289K +3,818 New
NC
2914
NewSquare Capital
Pennsylvania
$290K +$289K +3,817 New
IWP
2915
IAG Wealth Partners
Wisconsin
$289K – – –
AA
2916
Aufman Associates
Pennsylvania
$289K – – –
ACA
2917
Arsenal Capital Advisors
Pennsylvania
$289K +$6.5K +86 +2%
WTFG
2918
Wood Tarver Financial Group
Idaho
$289K – – –
5SA
2919
5th Street Advisors
Connecticut
$289K -$45.4K -600 -14%
BCM
2920
Bayesian Capital Management
New York
$289K +$287K +3,800 New
PJSIMP
2921
P.J. Schmidt Investment Management (PJS)
Wisconsin
$289K – – –
PTCG
2922
Pring Turner Capital Group
California
$288K – – –
CWG
2923
Crown Wealth Group
North Carolina
$287K +$31.1K +412 +12%
IF
2924
IRON Financial
Illinois
$286K -$2.95K -39 -1%
DW
2925
Dodds Wealth
Colorado
$285K +$529 +7 +0.2%
115 116
117
118 119