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Name Holding Trade Value Shares
Change 		Change in
Stake
GM
3151
GeoWealth Management
Illinois
$178K -$119K -370 -42%
DOA
3152
D'Orazio & Associates
Virginia
$175K -$1.93K -6 -1%
DWA
3153
Delos Wealth Advisors
Texas
$175K +$161K +503 New
CFFP
3154
Center for Financial Planning
Michigan
$167K +$12.2K +38 +9%
MUMSS
3155
Mitsubishi UFJ Morgan Stanley Securities
Japan
$167K +$154K +480 New
MWC
3156
MBM Wealth Consultants
Missouri
$166K -$38.8K -121 -20%
KFS
3157
Kelly Financial Services
Massachusetts
$161K -$6.42K -20 -4%
VFIC
3158
Valley Forge Investment Consultants
Pennsylvania
$154K +$142K +444 New
BC
3159
Barnett & Company
Tennessee
$152K – – –
HWM
3160
HighMark Wealth Management
Minnesota
$151K +$12.5K +39 +10%
BMD
3161
Better Money Decisions
New Mexico
$149K – – –
HDIM
3162
Hanson & Doremus Investment Management
Vermont
$147K -$19.6K -61 -10%
TC
3163
Trust Company
Kansas
$147K -$1.93K -6 -1%
LJHT
3164
Laurie J. Hall Trustee
$146K – – –
PWA
3165
Phoenix Wealth Advisors
North Carolina
$146K – – –
IP
3166
Isthmus Partners
Wisconsin
$145K +$134K +417 New
COCM
3167
Charter Oak Capital Management
New Hampshire
$143K -$21.2K -66 -14%
CWA
3168
Clearview Wealth Advisors
Oregon
$142K +$32.4K +101 +33%
IPW
3169
IronBridge Private Wealth
Texas
$140K +$6.42K +20 +5%
BAM
3170
Bellevue Asset Management
Washington
$137K – – –
WR
3171
WD Rutherford
Oregon
$136K – – –
MFT
3172
Moisand Fitzgerald Tamayo
Florida
$129K +$6.42K +20 +6%
WIA
3173
Wealthstreet Investment Advisors
Texas
$126K -$23.3M -72,743 -100%
CBT
3174
CoreFirst Bank & Trust
Kansas
$123K – – –
SC
3175
Saban Cheryl
$120K – – –
125 126
127
128 129