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Name Holding Trade Value Shares
Change 		Change in
Stake
BC
3151
Brio Consultants
California
$233K +$231K +425 New
PWM
3152
Puff Wealth Management
New Jersey
$231K +$230K +422 New
ECM
3153
Exchange Capital Management
Michigan
$231K -$26.1K -48 -10%
BWA
3154
Brave Warrior Advisors
New York
$231K – – –
VDI
3155
Vaughan David Investments
Illinois
$231K +$2.72K +5 +1%
KL
3156
KWMG LLC
Kansas
$231K – – –
CHA
3157
Cooper/Haims Advisors
New York
$231K -$7.62K -14 -3%
KWA
3158
Kondo Wealth Advisors
California
$231K +$8.71K +16 +4%
PAM
3159
PCG Asset Management
New Jersey
$230K -$8.17K -15 -3%
AA
3160
Alesco Advisors
New York
$230K +$14.7K +27 +7%
HIS
3161
Horizon Investment Services
Indiana
$230K +$13.6K +25 +6%
NCM
3162
Novare Capital Management
North Carolina
$229K +$18.5K +34 +9%
CIA
3163
Cladis Investment Advisory
Montana
$229K -$21.8K -40 -9%
IHWM
3164
Iron Horse Wealth Management
Iowa
$229K +$7.62K +14 +3%
JBA
3165
Johnson Bixby & Associates
Washington
$229K – – –
YCG
3166
Yeomans Consulting Group
Georgia
$229K +$1.63K +3 +0.7%
CWM
3167
CCG Wealth Management
California
$229K +$9.8K +18 +5%
SFC
3168
Strategic Financial Concepts
Texas
$228K +$226K +416 New
ME
3169
McIlrath & Eck
Washington
$228K +$26.1K +48 +13%
FSA
3170
Financial Security Advisor
Virginia
$228K – – –
CWM
3171
Cabot Wealth Management
Massachusetts
$227K -$10.9K -20 -5%
IW
3172
Instrumental Wealth
Florida
$227K +$22.3K +41 +11%
PS
3173
Planned Solutions
California
$227K – – –
FWP
3174
Fiduciary Wealth Partners
Massachusetts
$226K +$225K +413 New
MCP
3175
Mirador Capital Partners
California
$226K +$544 +1 +0.2%
125 126
127
128 129