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Name Holding Trade Value Shares
Change 		Change in
Stake
IMC
3651
Investment Management Corporation
Virginia
$658K +$125K +193 +20%
MLCM
3652
M & L Capital Management
United Kingdom
$657K +$735K +1,140 New
AAMC
3653
Asset Allocation & Management Company
Illinois
$657K – – –
IAS
3654
Investment Advisory Services
Texas
$657K -$645 -1 -0.1%
OWM
3655
Opes Wealth Management
California
$656K -$11K -17 -1%
GGI
3656
Godsey & Gibb Inc
Virginia
$655K +$34.8K +54 +5%
SIM
3657
Studio Investment Management
Illinois
$654K -$36.1K -56 -5%
TWA
3658
Talisman Wealth Advisors
New Jersey
$653K -$18.7K -29 -2%
JFGLC
3659
Johnson Financial Group LLC (Colorado)
Colorado
$653K +$731K +1,133 New
EWA
3660
Elevate Wealth Advisory
Georgia
$653K +$730K +1,132 New
PAM
3661
Peak Asset Management
Colorado
$652K +$28.4K +44 +4%
PAG
3662
Paladin Advisory Group
Iowa
$651K – – –
SFG
3663
Sterling Financial Group
California
$649K +$24.5K +38 +3%
GSIS
3664
Global Strategic Investment Solutions
Arizona
$648K -$47.1K -73 -6%
PWP
3665
Precedent Wealth Partners
Texas
$647K +$58.1K +90 +9%
MWM
3666
Momentous Wealth Management
Washington
$647K +$45.2K +70 +7%
MF
3667
Montis Financial
Massachusetts
$646K -$64.5K -100 -8%
CW
3668
Code Waechter
Florida
$646K +$30.3K +47 +4%
AA
3669
ACT Advisors
North Carolina
$646K +$2.58K +4 +0.4%
TWM
3670
Trueblood Wealth Management
Ohio
$646K +$178K +276 +33%
AP
3671
Atwood & Palmer
Missouri
$643K +$64.5K +100 +10%
VH
3672
Visionary Horizons
Tennessee
$642K +$276K +428 +62%
AWM
3673
Aberdeen Wealth Management
Illinois
$642K – – –
CA
3674
CWC Advisors
Oregon
$641K +$717K +1,112 New
TCMP
3675
Thrive Capital Management (Pennsylvania)
Pennsylvania
$640K +$717K +1,111 New
145 146
147
148 149