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Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
3201
Coordinated Financial Services
Colorado
$554K +$509K +1,140 New
CIM
3202
Contravisory Investment Management
Massachusetts
$553K -$43.3K -97 -8%
KSWWM
3203
Keyes Stange & Wooten Wealth Management
Florida
$552K -$38.8K -87 -7%
NJIM
3204
Nabity-Jensen Investment Management
Nebraska
$552K +$52.6K +118 +12%
TFA
3205
Trinity Financial Advisors
Ohio
$552K – – –
MGAM
3206
McGowan Group Asset Management
Texas
$551K – – –
BWG
3207
Berry Wealth Group
Texas
$548K -$18.3K -41 -4%
RA
3208
Ransom Advisory
Rhode Island
$548K +$504K +1,129 New
CFIA
3209
Cantor Fitzgerald Investment Advisors
New York
$547K – – –
RWMG
3210
Redwood Wealth Management Group
New Jersey
$546K +$11.6K +26 +2%
MIM
3211
Merrion Investment Management
New Jersey
$546K +$22.3K +50 +5%
JTWM
3212
Jackson Thornton Wealth Management
Alabama
$542K – – –
DSCM
3213
Del-Sette Capital Management
New York
$538K – – –
RFO
3214
RiverGlades Family Offices
Florida
$537K – – –
ACM
3215
Arlington Capital Management
Illinois
$537K -$1.34K -3 -0.3%
EIG
3216
Ellenbecker Investment Group
Wisconsin
$537K +$58.9K +132 +14%
OWM
3217
Opes Wealth Management
California
$535K -$9.37K -21 -2%
FFL
3218
Financial Freedom LLC
Ohio
$534K – – –
NERM
3219
New England Research & Management
Illinois
$534K – – –
CTC
3220
Cetera Trust Company
Minnesota
$533K – – –
HFS
3221
Hoge Financial Services
Pennsylvania
$533K +$1.78K +4 +0.4%
PCWA
3222
Pacific Capital Wealth Advisors
California
$533K +$11.6K +26 +2%
AP
3223
Atwood & Palmer
Missouri
$532K +$446 +1 +0.1%
GGI
3224
Godsey & Gibb Inc
Virginia
$531K -$51.7K -116 -10%
CGA
3225
Crescent Grove Advisors
Illinois
$530K +$133K +298 +38%
127 128
129
130 131