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Name Holding Trade Value Shares
Change 		Change in
Stake
MHWM
2876
Montz Harcus Wealth Management
Louisiana
$217K +$206K +451 New
PCFFS
2877
Pacific Center for Financial Services
California
$217K +$19.7K +43 +11%
SW
2878
Schulz Wealth
Texas
$217K +$206K +450 New
PCWA
2879
Pacific Capital Wealth Advisors
California
$216K – – –
BIA
2880
Bell Investment Advisors
California
$216K +$5.03K +11 +3%
FEG
2881
Financial Enhancement Group
Indiana
$215K +$212K +463 New
PO
2882
Private Ocean
California
$214K – – –
RCM
2883
RNC Capital Management
California
$214K +$203K +445 New
D
2884
Diversified
Delaware
$213K +$203K +443 New
FWM
2885
Foguth Wealth Management
Michigan
$213K +$203K +443 New
AWC
2886
Abundance Wealth Counselors
Pennsylvania
$213K -$45.7K -100 -18%
NFSG
2887
Newbridge Financial Services Group
Florida
$213K -$98.3K -215 -33%
SFC
2888
Strategic Financial Concepts
Texas
$213K +$202K +442 New
OCG
2889
Opus Capital Group
Ohio
$212K +$201K +440 New
WIM
2890
Warwick Investment Management
Texas
$212K +$201K +440 New
CBT
2891
Central Bank & Trust
Kentucky
$211K -$74.5K -163 -27%
CWA
2892
Centennial Wealth Advisory
Michigan
$210K +$200K +437 New
CA
2893
CSM Advisors
Pennsylvania
$210K +$199K +435 New
AIMA
2894
Ables Iannone Moore & Associates
Georgia
$209K – – –
CWM
2895
Cabot Wealth Management
Massachusetts
$209K +$199K +435 New
EFL
2896
ERn Financial LLC
Wisconsin
$209K +$198K +434 New
CAM
2897
Crestone Asset Management
Colorado
$209K +$198K +434 New
PA
2898
Pineridge Advisors
Missouri
$209K +$52.6K +115 +36%
FC
2899
FCA Corp
Texas
$209K +$198K +434 New
HPIA
2900
Hamilton Point Investment Advisors
North Carolina
$209K +$198K +434 New
114 115
116
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