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Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3451
AllSquare Wealth Management
New York
$203K – – –
CWM
3452
CCG Wealth Management
California
$202K +$159K +4,780 New
SFG
3453
Sather Financial Group
Texas
$202K +$158K +4,770 New
BWP
3454
Bernardo Wealth Planning
Pennsylvania
$202K -$462K -13,920 -75%
IWP
3455
IAG Wealth Partners
Wisconsin
$201K +$145K +4,360 +1,090%
CPP
3456
Capasso Planning Partners
South Carolina
$201K +$157K +4,740 New
CPA
3457
Capital Performance Advisors
California
$200K -$128K -3,850 -45%
CFFP
3458
Center for Financial Planning
Michigan
$196K – – –
VCM
3459
Vigilant Capital Management
Maine
$195K -$2.66K -80 -2%
GGI
3460
Godsey & Gibb Inc
Virginia
$193K +$151K +4,560 +45,600%
SA
3461
SRH Advisors
Kansas
$192K – – –
PPWM
3462
PFG Private Wealth Management
Florida
$190K -$4.32K -130 -3%
RFA
3463
Register Financial Advisors
Georgia
$187K – – –
OAJ
3464
Ogorek Anthony Joseph
New York
$185K -$6.31K -190 -4%
SFG
3465
Steward Financial Group
Texas
$182K -$7.97K -240 -5%
RCM
3466
Raleigh Capital Management
North Carolina
$182K -$1.33K -40 -0.9%
SHIM
3467
Stone House Investment Management
Pennsylvania
$181K -$16.6K -500 -10%
WAM
3468
Worth Asset Management
Texas
$180K -$151K -4,560 -52%
FFL
3469
Financial Freedom LLC
Ohio
$173K -$19.6K -590 -13%
CBC
3470
Coombe, Bender & Co
New York
$173K +$135K +4,070 New
CJL
3471
Cyrus J. Lawrence
New York
$164K -$24.9K -750 -16%
RG
3472
Richelieu Gestion
France
$162K -$3.36M -101,190 -96%
DCM
3473
Disciplina Capital Management
Tennessee
$157K +$50.8K +1,530 +71%
CBT
3474
CoreFirst Bank & Trust
Kansas
$156K – – –
CWM
3475
CarsonAllaria Wealth Management
Illinois
$154K – – –
137 138
139
140 141