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Name Holding Trade Value Shares
Change 		Change in
Stake
CMA
4101
Cedar Mountain Advisors
Oregon
$771K – – –
CCM
4102
CloudAlpha Capital Management
Hong Kong
$771K +$752K +2,500 New
SMF
4103
Sterling Manor Financial
New York
$769K +$9.33K +31 +1%
VFG
4104
V2 Financial group
Illinois
$769K +$52.6K +175 +8%
JRFS
4105
James Reed Financial Services
Ohio
$766K – – –
NAMA
4106
Nikko Asset Management Americas
New York
$765K +$743K +2,471 New
MFA
4107
McClarren Financial Advisors
Pennsylvania
$761K +$301 +1 +0%
BCM
4108
Birmingham Capital Management
Alabama
$759K +$39.7K +132 +6%
PCI
4109
Planning Center Inc
Illinois
$757K +$57.2K +190 +8%
RIM
4110
Reliant Investment Management
Tennessee
$757K +$72.8K +242 +11%
CCA
4111
Covey Capital Advisors
Georgia
$755K -$15K -50 -2%
KLI
4112
Kelman-Lazarov Inc
Tennessee
$754K -$19.6K -65 -3%
MWM
4113
McNaughton Wealth Management
California
$754K +$184K +612 +33%
JSA
4114
Jacobson & Schmitt Advisors
Wisconsin
$754K +$467K +1,552 +174%
ODIJL
4115
One Day In July LLC
Vermont
$753K +$142K +472 +24%
GWM
4116
Grand Wealth Management
Michigan
$752K -$1.5K -5 -0.2%
GTCM
4117
Gyon Technologies Capital Management
New Jersey
$750K -$6.65M -22,114 -90%
HFW
4118
Horizon Family Wealth
Illinois
$748K -$3.91K -13 -0.5%
CP
4119
Camelot Portfolios
Ohio
$744K -$11.7K -39 -2%
AW
4120
Avion Wealth
Texas
$744K +$4.51K +15 +0.6%
APC
4121
Asset Planning Corporation
Tennessee
$741K +$242K +805 +50%
AMR
4122
Asset Management Resources
Massachusetts
$740K +$8.42K +28 +1%
MIM
4123
Martin Investment Management
Florida
$734K – – –
SC
4124
Saybrook Capital
North Carolina
$733K -$66.8K -222 -9%
CW
4125
Cook Wealth
North Carolina
$732K +$39.7K +132 +5%
163 164
165
166 167