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Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
3351
Financial Advisory Group
Texas
$458K – – –
IIM
3352
Ipswich Investment Management
Massachusetts
$458K -$22.3K -50 -5%
JF
3353
Joule Financial
Kentucky
$457K +$6.69K +15 +2%
BC
3354
Bridgefront Capital
Texas
$457K -$481K -1,078 -53%
AIM
3355
Alhambra Investment Management
Florida
$457K -$16.1K -36 -4%
PHWM
3356
Pine Harbor Wealth Management
Maryland
$457K -$744K -1,668 -64%
TAM
3357
Townsend Asset Management
North Carolina
$457K +$106K +237 +34%
RMAM
3358
Raab & Moskowitz Asset Management
New Jersey
$457K +$22.3K +50 +6%
CBTWT
3359
Community Bank & Trust (Waco, Texas)
Texas
$455K – – –
SHWM
3360
Smith & Howard Wealth Management
Georgia
$454K – – –
PWM
3361
Paulson Wealth Management
Illinois
$453K -$12.9K -29 -3%
FIC
3362
Family Investment Center
Missouri
$453K +$94.6K +212 +29%
CPP
3363
Capasso Planning Partners
South Carolina
$451K -$11.2K -25 -2%
ODIJL
3364
One Day In July LLC
Vermont
$451K +$156K +350 +61%
LFDLE
3365
La Financiere de L'Echiquier
France
$450K -$33K -74 -7%
MWM
3366
Mattern Wealth Management
Kansas
$450K – – –
BWM
3367
BCS Wealth Management
Tennessee
$447K – – –
MWM
3368
Mosley Wealth Management
California
$447K -$44.6K -100 -10%
CMS
3369
Capital Market Strategies
Florida
$447K +$410K +920 New
HFF
3370
Halter Ferguson Financial
Indiana
$445K -$124K -278 -23%
MSWMA
3371
Market Street Wealth Management Advisors
Indiana
$445K +$3.57K +8 +0.9%
IAS
3372
Investment Advisory Services
Texas
$445K +$98.1K +220 +32%
MCM
3373
MidAtlantic Capital Management
Virginia
$444K – – –
SPWG
3374
Syntegra Private Wealth Group
Missouri
$443K +$67.8K +152 +20%
FMTCOCP
3375
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$442K +$892 +2 +0.2%
133 134
135
136 137