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Name Holding Trade Value Shares
Change 		Change in
Stake
FF
3526
Francis Financial
$216K – – –
EC
3527
Estate Counselors
Wisconsin
$216K – – –
CWM
3528
Cedar Wealth Management
California
$215K – – –
AA
3529
AF Advisors
California
$214K – – –
TA
3530
TrueWealth Advisors
Alabama
$213K +$220K +4,900 New
GGI
3531
Godsey & Gibb Inc
Virginia
$213K +$14.3K +320 +7%
BWM
3532
Brown Wealth Management
Illinois
$212K -$64.1K -1,430 -23%
CWM
3533
CCG Wealth Management
California
$212K +$4.03K +90 +2%
MSWMA
3534
Market Street Wealth Management Advisors
Indiana
$211K +$218K +4,860 New
LODC
3535
Lanham O'Dell & Company
West Virginia
$211K +$217K +4,850 New
AC
3536
Avant Capital
Louisiana
$211K +$1.79K +40 +0.8%
TBNY
3537
Trustco Bank (New York)
New York
$211K – – –
MIM
3538
Morningstar Investment Management
Illinois
$210K – – –
AIM
3539
Athena Investment Management
California
$210K – – –
SCG
3540
Sonata Capital Group
Washington
$209K +$215K +4,800 New
MIM
3541
Montgomery Investment Management
Maryland
$209K -$53.8K -1,200 -20%
CWP
3542
Capital Wealth Planning
Florida
$209K – – –
CIA
3543
Cohen Investment Advisors
New Hampshire
$209K +$215K +4,800 New
BWG
3544
Beta Wealth Group
California
$209K -$12.5K -280 -6%
FPF
3545
First Pacific Financial
Washington
$208K +$59.6K +1,330 +38%
RIM
3546
Rockbridge Investment Management
New York
$207K -$2.24K -50 -1%
DMBA
3547
Deseret Mutual Benefit Administrators
Utah
$207K -$56.5K -1,260 -21%
AAM
3548
Austin Asset Management
Texas
$207K +$213K +4,760 New
HCM
3549
Hudson Capital Management
New Jersey
$207K +$213K +4,760 New
AWM
3550
Absher Wealth Management
North Carolina
$206K -$4.48K -100 -2%
140 141
142
143 144