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Name Holding Trade Value Shares
Change 		Change in
Stake
MKW
3401
Mullaney, Keating & Wright
Connecticut
$567K -$44.3K -86 -8%
TFA
3402
Trinity Financial Advisors
Ohio
$566K – – –
MBTD
3403
Mechanics Bank - Trust Department
California
$566K -$61.2K -119 -11%
CTFG
3404
Capstone Triton Financial Group
Oklahoma
$565K +$12.9K +25 +3%
GS
3405
Gagnon Securities
New York
$563K – – –
SW
3406
Signify Wealth
Missouri
$563K +$129K +251 +34%
RA
3407
Riverstone Advisors
Texas
$562K -$20.6K -40 -4%
OPPS
3408
Obsidian Personal Planning Solutions
Maryland
$560K -$1.54K -3 -0.3%
BONH
3409
Bank of New Hampshire
New Hampshire
$559K – – –
FC
3410
FCA Corp
Texas
$558K +$12.9K +25 +3%
CFC
3411
Coyle Financial Counsel
Illinois
$557K +$100K +195 +21%
I2I
3412
Insight 2811 Inc
Illinois
$557K – – –
PA
3413
Prossimo Advisors
California
$556K +$107K +208 +27%
JF
3414
JSF Financial
California
$556K +$28.8K +56 +6%
SFPG
3415
Stonebridge Financial Planning Group
Florida
$553K -$2.06K -4 -0.4%
CF
3416
Crosspoint Financial
California
$552K – – –
DF
3417
DecisionPoint Financial
Arizona
$552K +$10.8K +21 +2%
PWM
3418
Paulson Wealth Management
Illinois
$552K +$11.3K +22 +2%
SFG
3419
Sather Financial Group
Texas
$551K -$41.2K -80 -8%
CCM
3420
Crew Capital Management
Ohio
$551K -$34.5K -67 -7%
AWAU
3421
Alliance Wealth Advisors (Utah)
Utah
$551K +$495K +962 New
RAS
3422
RPS Advisory Solutions
Kentucky
$550K +$9.78K +19 +2%
WFA
3423
WMG Financial Advisors
Tennessee
$550K +$40.6K +79 +9%
AWM
3424
Affinity Wealth Management
Delaware
$549K – – –
USWIA
3425
UP Strategic Wealth Investment Advisors
Pennsylvania
$548K +$493K +958 New
135 136
137
138 139