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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2776
Reston Wealth Management
Virginia
$768K +$108K +782 +16%
SMM
2777
Stadion Money Management
Georgia
$758K -$213K -1,548 -22%
CCG
2778
Chatham Capital Group
Georgia
$758K – – –
VBFG
2779
Vishria Bird Financial Group
Tennessee
$754K +$1.79K +13 +0.2%
FDS
2780
First Dallas Securities
Texas
$745K – – –
TF
2781
TLWM Financial
Texas
$743K -$22.3K -162 -3%
HIS
2782
Harvest Investment Services
Illinois
$743K +$104K +759 +16%
MWM
2783
MinichMacGregor Wealth Management
New York
$739K +$133K +964 +22%
MGAM
2784
McGowan Group Asset Management
Texas
$736K +$7.7K +56 +1%
W
2785
WealthStone
Ohio
$735K -$2.02M -14,670 -74%
FNC
2786
First National Corp
Massachusetts
$735K – – –
CA
2787
Continuum Advisory
Idaho
$731K +$61.7K +449 +9%
WLIM
2788
White Lighthouse Investment Management
Massachusetts
$726K +$26.3K +191 +4%
BAMG
2789
Brand Asset Management Group
Missouri
$720K -$27.8K -202 -4%
MCM
2790
Mainstay Capital Management
Michigan
$714K – – –
WIA
2791
World Investment Advisors
California
$709K -$2.06K -15 -0.3%
PFA
2792
Pettinga Financial Advisors
Indiana
$706K +$5.91K +43 +0.9%
COI
2793
Capital One Investing
Virginia
$698K +$2.34K +17 +0.3%
PFC
2794
Phocas Financial Corp
California
$697K – – –
ARM
2795
Adirondack Research & Management
New York
$696K – – –
PAWC
2796
P.A.W. Capital
Connecticut
$695K – – –
SFWC
2797
Strategic Family Wealth Counselors
New Jersey
$695K +$165K +1,202 +32%
NWM
2798
Northwest Wealth Management
Iowa
$690K +$138K +1,005 +25%
VAM
2799
Verity Asset Management
North Carolina
$685K +$138 +1 +0%
LC
2800
Lavaca Capital
Texas
$685K +$208K +1,510 +44%
110 111
112
113 114