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Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
3526
Weik Capital Management
Pennsylvania
$217K +$224K +5,000 New
BWM
3527
Brickley Wealth Management
California
$217K -$5.82K -130 -3%
FF
3528
Francis Financial
$216K – – –
EC
3529
Estate Counselors
Wisconsin
$216K – – –
CWM
3530
Cedar Wealth Management
California
$215K – – –
AA
3531
AF Advisors
California
$214K – – –
TA
3532
TrueWealth Advisors
Alabama
$213K +$220K +4,900 New
GGI
3533
Godsey & Gibb Inc
Virginia
$213K +$14.3K +320 +7%
BWM
3534
Brown Wealth Management
Illinois
$212K -$64.1K -1,430 -23%
CWM
3535
CCG Wealth Management
California
$212K +$4.03K +90 +2%
MSWMA
3536
Market Street Wealth Management Advisors
Indiana
$211K +$218K +4,860 New
LODC
3537
Lanham O'Dell & Company
West Virginia
$211K +$217K +4,850 New
AC
3538
Avant Capital
Louisiana
$211K +$1.79K +40 +0.8%
TBNY
3539
Trustco Bank (New York)
New York
$211K – – –
MIM
3540
Morningstar Investment Management
Illinois
$210K – – –
AIM
3541
Athena Investment Management
California
$210K – – –
SCG
3542
Sonata Capital Group
Washington
$209K +$215K +4,800 New
MIM
3543
Montgomery Investment Management
Maryland
$209K -$53.8K -1,200 -20%
CWP
3544
Capital Wealth Planning
Florida
$209K – – –
CIA
3545
Cohen Investment Advisors
New Hampshire
$209K +$215K +4,800 New
BWG
3546
Beta Wealth Group
California
$209K -$12.5K -280 -6%
FPF
3547
First Pacific Financial
Washington
$208K +$59.6K +1,330 +38%
RIM
3548
Rockbridge Investment Management
New York
$207K -$2.24K -50 -1%
DMBA
3549
Deseret Mutual Benefit Administrators
Utah
$207K -$56.5K -1,260 -21%
AAM
3550
Austin Asset Management
Texas
$207K +$213K +4,760 New
140 141
142
143 144