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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1801
CM Wealth Advisors
Ohio
$211K – – –
MHC
1802
Meyer Handelman Company
New York
$211K – – –
SFI
1803
SPC Financial Inc
Maryland
$211K – – –
OHWA
1804
Oak Hill Wealth Advisors
Virginia
$211K – – –
DAM
1805
Doheny Asset Management
California
$211K – – –
CA
1806
Carson Advisory
Georgia
$211K – – –
EA
1807
Eclectic Associates
California
$211K -$11.9K -26 -5%
AT
1808
American Trust
Kentucky
$211K +$205K +449 New
KWM
1809
KFG Wealth Management
Indiana
$210K +$204K +448 New
HCM
1810
HMS Capital Management
Tennessee
$210K -$52.5K -115 -20%
S
1811
Sunpointe
Missouri
$210K +$2.28K +5 +1%
EFG
1812
Embree Financial Group
Illinois
$210K +$204K +447 New
MCM
1813
Morton Capital Management
California
$210K +$204K +447 New
RFM
1814
Royal Fund Management
Florida
$209K +$204K +446 New
FFC
1815
Frederick Financial Consultants
Maryland
$209K +$203K +445 New
WCFA
1816
Walkner Condon Financial Advisors
Wisconsin
$208K +$203K +444 New
SHFA
1817
SC&H Financial Advisors
Maryland
$207K +$202K +442 New
PWM
1818
PBMares Wealth Management
Virginia
$207K -$11.9K -26 -6%
NRI
1819
NFP Retirement Inc
California
$206K -$913 -2 -0.5%
EB
1820
Exchange Bank
California
$205K – – –
LP
1821
LGL Partners
Pennsylvania
$204K +$456 +1 +0.2%
CAAM
1822
Cornerstone Advisors Asset Management
Pennsylvania
$204K – – –
IA
1823
Integrity Alliance
Iowa
$202K -$180K -395 -48%
AIA
1824
AssuredPartners Investment Advisors
Florida
$202K -$1.83K -4 -0.9%
ML
1825
McAdam LLC
Pennsylvania
$202K +$197K +431 New
71 72
73
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