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Name Holding Trade Value Shares
Change 		Change in
Stake
FF
2451
Francis Financial
$234K +$260K +4,177 New
TA
2452
TruWealth Advisors
Louisiana
$233K +$17K +274 +7%
WOSD
2453
WFA of San Diego
California
$233K +$57.2K +921 +28%
NCM
2454
Northwest Capital Management
Oregon
$232K +$11.8K +190 +5%
B
2455
Bensler
Washington
$231K +$54.8K +881 +27%
POIA
2456
Pin Oak Investment Advisors
Texas
$231K -$18.6K -299 -7%
BAM
2457
Bosun Asset Management
Illinois
$231K – – –
MJP
2458
Michael J. Puzo
$231K – – –
RWA
2459
Redmont Wealth Advisors
Illinois
$231K +$249 +4 +0.1%
PFA
2460
Pure Financial Advisors
California
$230K -$285K -4,591 -53%
CAL
2461
Capital Advisors Ltd
Ohio
$230K -$10.3K -165 -4%
EAM
2462
Evanson Asset Management
California
$230K – – –
MF
2463
Manchester Financial
California
$230K +$373 +6 +0.1%
RCG
2464
Resource Consulting Group
Florida
$230K +$37.3K +600 +17%
MTIM
2465
Marathon Trading Investment Management
Pennsylvania
$230K +$255K +4,100 New
AIM
2466
Axiom Investment Management
New York
$229K -$4.85K -78 -2%
GAA
2467
Global Assets Advisory
Florida
$229K -$2.11K -34 -0.9%
CVM
2468
Cheviot Value Management
California
$229K – – –
DIS
2469
Diversified Investment Strategies
Louisiana
$229K – – –
GA
2470
Geller Advisors
New York
$229K – – –
AWS
2471
Arkfeld Wealth Strategies
Nebraska
$229K +$13.1K +210 +5%
MWA
2472
Motive Wealth Advisors
Michigan
$229K +$254K +4,082 New
BWM
2473
BCGM Wealth Management
Indiana
$228K -$8.39K -135 -3%
CIA
2474
Cascade Investment Advisors
Oregon
$228K – – –
MLFP
2475
MPS Loria Financial Planners
Illinois
$228K +$4.6K +74 +2%
97 98
99
100 101