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Name Holding Trade Value Shares
Change 		Change in
Stake
SA
4001
SAM Advisors
California
$406K – – –
AFS
4002
AFG Fiduciary Services
Massachusetts
$406K – – –
IIA
4003
Integral Investment Advisors
California
$406K +$49.3K +84 +14%
MSG
4004
Main Street Group
Virginia
$405K -$14.7K -25 -3%
SCP
4005
Stevens Capital Partners
Nebraska
$403K +$110K +187 +37%
NPF
4006
Norris Perne & French
Michigan
$402K +$403K +686 New
VH
4007
Visionary Horizons
Tennessee
$401K +$61.6K +105 +18%
HIG
4008
Heritage Investment Group
Florida
$401K -$4.11K -7 -1%
TWM
4009
TSA Wealth Management
Texas
$400K -$11.2K -19 -3%
CNTOF
4010
Canandaigua National Trust of Florida
New York
$400K – – –
WCWM
4011
Willow Creek Wealth Management
California
$399K -$37K -63 -8%
SNBOSCI
4012
Security National Bank of Sioux City Iowa
Iowa
$399K – – –
SHFP
4013
Second Half Financial Partners
Florida
$398K -$321K -547 -45%
TI
4014
Truepoint Inc
Ohio
$397K -$18.2K -31 -4%
FNBTCON
4015
First National Bank & Trust Co of Newtown
Pennsylvania
$396K – – –
DA
4016
Detalus Advisors
Missouri
$396K +$23.5K +40 +6%
LCG
4017
Lynx Capital Group
Ohio
$395K – – –
RCA
4018
Ranch Capital Advisors
Florida
$395K -$11.2K -19 -3%
MWM
4019
Manske Wealth Management
Texas
$393K +$394K +671 New
CF
4020
Clarity Financial
Texas
$392K -$147K -251 -27%
WW
4021
Waterfront Wealth
Kansas
$392K +$41.1K +70 +12%
VAS
4022
Valicenti Advisory Services
New York
$392K -$5.28K -9 -1%
KCM
4023
Kennicott Capital Management
California
$392K – – –
DWM
4024
Daner Wealth Management
Georgia
$392K +$335K +570 New
FI
4025
Financial Insights
Washington
$391K -$385K -656 -50%
159 160
161
162 163