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Name Holding Trade Value Shares
Change 		Change in
Stake
PDM
3976
Penn Davis McFarland
Texas
$579K – – –
DWAM
3977
Duncan Williams Asset Management
Tennessee
$579K -$13K -21 -3%
CWMS
3978
Cannon Wealth Management Services
North Carolina
$578K +$1.24K +2 +0.3%
AWP
3979
Abacus Wealth Partners
California
$578K +$107K +173 +28%
HAFS
3980
Hapanowicz & Associates Financial Services
Pennsylvania
$576K -$54.4K -88 -10%
DDC
3981
DF Dent & Co
Maryland
$576K +$25.3K +41 +6%
KFG
3982
Kingdom Financial Group
Arizona
$574K +$481K +778 New
BRWM
3983
Blue Rock Wealth Management
North Carolina
$574K -$61.8K -100 -11%
CNTOF
3984
Canandaigua National Trust of Florida
New York
$573K -$15.4K -25 -3%
M
3985
MYeCFO
California
$573K +$9.27K +15 +2%
MLFP
3986
MPS Loria Financial Planners
Illinois
$572K -$618 -1 -0.1%
TFA
3987
TPG Financial Advisors
Oregon
$571K +$6.8K +11 +1%
MAM
3988
Mainsail Asset Management
Alabama
$571K +$58.7K +95 +14%
RWA
3989
Roberts Wealth Advisors
California
$571K – – –
WCWM
3990
Wooster Corthell Wealth Management
Connecticut
$571K +$618 +1 +0.1%
QCM
3991
Qsemble Capital Management
New York
$570K -$7.88M -12,757 -94%
BAM
3992
Brave Asset Management
New Jersey
$570K -$14.2K -23 -3%
FWP
3993
Fiduciary Wealth Partners
Massachusetts
$569K +$155K +251 +48%
HA
3994
Hofer & Associates
California
$568K +$476K +770 New
BF
3995
Baring Financial
Washington
$567K +$27.8K +45 +6%
BIM
3996
Barton Investment Management
Pennsylvania
$565K – – –
SCA
3997
Southern Capital Advisors
Tennessee
$563K +$124K +200 +36%
MIM
3998
MTM Investment Management
South Carolina
$562K +$12.4K +20 +3%
GCWM
3999
Graham Capital Wealth Management
District of Columbia
$562K +$226K +366 +92%
WA
4000
Waterford Advisors
New York
$562K +$187K +302 +66%
158 159
160
161 162