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Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
4251
Citizens Business Bank
California
$451K -$8.33K -13 -2%
CNTOF
4252
Canandaigua National Trust of Florida
New York
$451K -$60.9K -95 -11%
TFA
4253
TPG Financial Advisors
Oregon
$451K -$5.13K -8 -1%
RMAM
4254
Raab & Moskowitz Asset Management
New Jersey
$450K -$3.85K -6 -0.8%
TA
4255
TPG Advisors
Illinois
$450K – – –
M
4256
MYeCFO
California
$450K +$641 +1 +0.1%
BWA
4257
BlueChip Wealth Advisors
Georgia
$450K -$2.56K -4 -0.5%
PK
4258
Pflug Koory
Nebraska
$449K +$25.6K +40 +5%
PAG
4259
Paladin Advisory Group
Iowa
$449K – – –
BC
4260
Broadwater Capital
Massachusetts
$449K – – –
CFGA
4261
Cambridge Financial Group (Arizona)
Arizona
$449K +$8.97K +14 +2%
DF
4262
Daviman Financial
Indiana
$448K -$26.9K -42 -5%
PRI
4263
Prepared Retirement Institute
Pennsylvania
$448K -$31.4K -49 -6%
WN
4264
Williams & Novak
California
$447K -$517K -806 -51%
PFA
4265
Pathway Financial Advisors
Vermont
$447K – – –
TFP
4266
TrueWealth Financial Partners
Washington
$447K +$501K +781 New
LRWM
4267
Lord & Richards Wealth Management
Colorado
$446K +$23.1K +36 +5%
WP
4268
WealthSpring Partners
California
$445K +$25.6K +40 +5%
IFU
4269
iSAM Funds (UK)
United Kingdom
$445K +$158K +246 +46%
MLFP
4270
MPS Loria Financial Planners
Illinois
$444K +$641 +1 +0.1%
AFO
4271
Arrowroot Family Office
California
$443K +$51.3K +80 +12%
PFA
4272
Pinnacle Family Advisors
Missouri
$442K +$239K +373 +93%
CCM
4273
Charter Capital Management
Wisconsin
$442K +$4.49K +7 +0.9%
BWP
4274
BlueStem Wealth Partners
Minnesota
$442K +$107K +167 +28%
IW
4275
Imprint Wealth
South Carolina
$441K +$5.77K +9 +1%
169 170
171
172 173