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Name Holding Trade Value Shares
Change 		Change in
Stake
YIM
4676
Yoffe Investment Management
Pennsylvania
$1.77M +$1.79M +4,200 New
RI
4677
Ridgewood Investments
New Jersey
$1.77M +$452K +1,062 +34%
MWM
4678
Momentous Wealth Management
Washington
$1.77M +$1.79M +4,198 New
LFG
4679
Lockerman Financial Group
California
$1.76M +$11.5K +27 +0.6%
CWM
4680
Cedar Wealth Management
California
$1.76M -$482K -1,132 -21%
CFGA
4681
Cambridge Financial Group (Arizona)
Arizona
$1.76M -$50.7K -119 -3%
MWM
4682
Mindset Wealth Management
Indiana
$1.76M +$17.5K +41 +1%
MSWMA
4683
Market Street Wealth Management Advisors
Indiana
$1.76M +$230K +539 +15%
SIS
4684
Strategic Investment Solutions
Illinois
$1.75M +$36.2K +85 +2%
SFG
4685
Sterling Financial Group
California
$1.75M – – –
PAW
4686
Plan A Wealth
Nebraska
$1.75M +$1.76M +4,141 New
CSIA
4687
Conrad Siegel Investment Advisors
Pennsylvania
$1.74M +$20.9K +49 +1%
NCM
4688
Next Capital Management
New York
$1.74M +$23.9K +56 +1%
RCM
4689
RMR Capital Management
California
$1.73M – – –
HA
4690
Hofer & Associates
California
$1.73M +$4.26K +10 +0.2%
TFA
4691
Trinity Financial Advisors
Ohio
$1.73M +$46K +108 +3%
IIM
4692
Ironwood Investment Management
Massachusetts
$1.72M +$9.8K +23 +0.6%
EA
4693
Eclectic Associates
California
$1.72M +$164K +384 +10%
4A
4694
4Wealth Advisors
Illinois
$1.72M +$1.74M +4,078 New
CA
4695
Crane Advisory
California
$1.72M +$287K +673 +20%
AV
4696
Aspiring Ventures
Ohio
$1.72M +$1.7M +4,000 New
CIR
4697
Clear Investment Research
Georgia
$1.71M -$2.13K -5 -0.1%
NFGCM
4698
Norman Fields Gottscho Capital Management
New York
$1.71M – – –
T
4699
Transce3nd
Texas
$1.71M +$1.73M +4,056 New
GU
4700
Georgetown University
District of Columbia
$1.7M +$2.98K +7 +0.2%
186 187
188
189 190