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Name Holding Trade Value Shares
Change 		Change in
Stake
CB
4451
Centennial Bank
Arkansas
$360K +$51.3K +80 +15%
BIM
4452
Barton Investment Management
Pennsylvania
$360K -$96.1K -150 -19%
CFA
4453
Cahill Financial Advisors
Minnesota
$360K – – –
LWM
4454
LightSquare Wealth Management
Michigan
$359K +$402K +628 New
PFO
4455
Pioneer Family Office
Florida
$359K – – –
RF
4456
Roxbury Financial
New Jersey
$359K +$641 +1 +0.2%
SG
4457
Sankala Group
Colorado
$359K +$5.77K +9 +1%
TC
4458
T3 Companies
New York
$359K -$21.8K -34 -5%
WF
4459
Warner Financial
Maryland
$358K – – –
CF
4460
Crosspoint Financial
California
$358K -$167K -260 -29%
EFN
4461
Equita Financial Network
Pennsylvania
$358K -$86.5K -135 -18%
HGA
4462
Hobbs Group Advisors
South Carolina
$357K -$1.17M -1,827 -75%
CWM
4463
Cahaba Wealth Management
Georgia
$357K +$57.7K +90 +17%
PIFP
4464
Partners in Financial Planning
Virginia
$357K +$4.49K +7 +1%
NAMM
4465
NorthStar Asset Management (Massachusetts)
Massachusetts
$356K -$37.8K -59 -9%
MQWP
4466
Morey & Quinn Wealth Partners
Nebraska
$356K +$9.61K +15 +2%
FCMA
4467
Foresight Capital Management Advisors
Michigan
$355K +$101K +157 +34%
SWA
4468
ShankerValleau Wealth Advisors
Illinois
$353K – – –
SCM
4469
Spreng Capital Management
Ohio
$352K +$395K +616 New
GLLW
4470
Graves Light Lenhart Wealth
Virginia
$352K -$4.49K -7 -1%
MJP
4471
Michael J. Puzo
$352K – – –
TCM
4472
TT Capital Management
California
$352K +$394K +615 New
ASCM
4473
Adkins Seale Capital Management
Louisiana
$351K – – –
TAWM
4474
Three Arch Wealth Management
California
$351K +$4.49K +7 +1%
CA
4475
Chatterton & Associates
California
$351K +$25K +39 +8%
177 178
179
180 181