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Name Holding Trade Value Shares
Change 		Change in
Stake
CST
3476
Charles Schwab Trust
Nevada
$986K +$20.2K +33 +2%
TFM
3477
TFC Financial Management
Massachusetts
$986K -$167K -273 -13%
MAM
3478
McLean Asset Management
Virginia
$985K -$123K -201 -10%
SFWA
3479
Summit Financial Wealth Advisors
Louisiana
$984K +$324K +530 +44%
WA
3480
WPG Advisers
Maryland
$984K +$316K +517 +42%
CG
3481
Corundum Group
Colorado
$983K +$1.07M +1,745 New
VCP
3482
Vista Capital Partners
Oregon
$980K +$22K +36 +2%
PSP
3483
Pacific Sage Partners
Washington
$979K -$27.5K -45 -3%
IF
3484
Integrity Financial
Wyoming
$979K -$1.22K -2 -0.1%
4WM
3485
4J Wealth Management
Virginia
$976K +$17.7K +29 +2%
HHRDM
3486
H&H Retirement Design & Management
Nevada
$975K -$182K -298 -15%
VH
3487
Visionary Horizons
Tennessee
$975K -$193K -315 -15%
PA
3488
PFW Advisors
Georgia
$974K -$56.9K -93 -5%
CFSG
3489
Clark Financial Services Group
Missouri
$974K +$88.7K +145 +9%
MAM
3490
MMA Asset Management
Pennsylvania
$974K +$12.2K +20 +1%
GAM
3491
Gould Asset Management
California
$974K +$186K +304 +21%
OCA
3492
Odyssey Capital Advisors
Pennsylvania
$974K +$328K +537 +45%
DIM
3493
DLK Investment Management
California
$973K -$3.55M -5,813 -75%
TWP
3494
Tenet Wealth Partners
Illinois
$973K +$1M +1,639 New
AIS
3495
Advocate Investing Services
Maryland
$973K -$76.4K -125 -7%
VCWM
3496
Vista Cima Wealth Management
Arizona
$972K +$113K +185 +12%
TWM
3497
TSA Wealth Management
Texas
$972K +$141K +231 +15%
RFN
3498
Redwood Financial Network
Ohio
$972K +$611 +1 +0.1%
FPCP
3499
Fort Point Capital Partners
California
$972K +$261K +427 +33%
KLCM
3500
KG&L Capital Management
Louisiana
$970K +$50.1K +82 +5%
138 139
140
141 142