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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
3551
FSA Wealth Management
Massachusetts
$205K -$191K -4,260 -47%
JLBC
3552
J.L. Bainbridge & Co
Florida
$205K +$211K +4,710 New
HAC
3553
Harbor Advisory Corp
New Hampshire
$205K +$211K +4,710 New
TCM
3554
Tradewinds Capital Management
Washington
$205K -$47.5K -1,060 -18%
CPWM
3555
Cypress Point Wealth Management
Texas
$204K +$210K +4,690 New
JTWM
3556
Jackson Thornton Wealth Management
Alabama
$204K +$210K +4,690 New
FNBSF
3557
First National Bank Sioux Falls
South Dakota
$204K +$210K +4,690 New
RS
3558
Retirement Solution
Washington
$202K +$208K +4,650 New
BTIM
3559
BancFirst Trust & Investment Management
Oklahoma
$202K +$210K +4,690 New
BBWP
3560
Beacon Bridge Wealth Partners
Pennsylvania
$201K +$207K +4,610 New
CS
3561
Crescent Sterling
Louisiana
$201K -$16.6K -370 -7%
HWM
3562
Heirloom Wealth Management
Colorado
$200K +$206K +4,600 New
MPCL
3563
My Personal CFO LLC
Washington
$200K +$206K +4,600 New
PP
3564
PrairieView Partners
Minnesota
$198K -$11.2K -250 -5%
SFG
3565
Steward Financial Group
Texas
$197K +$10.8K +240 +6%
CFFP
3566
Center for Financial Planning
Michigan
$193K -$8.96K -200 -4%
CMA
3567
Cedar Mountain Advisors
Oregon
$189K +$56K +1,250 +41%
SHIM
3568
Stone House Investment Management
Pennsylvania
$186K – – –
IWP
3569
IAG Wealth Partners
Wisconsin
$179K -$28.7K -640 -13%
PB
3570
Pinnacle Bancorp
Nebraska
$177K +$26.9K +600 +17%
CBT
3571
CoreFirst Bank & Trust
Kansas
$177K +$17K +380 +10%
IRC
3572
Investors Research Corp
Georgia
$175K -$134K -3,000 -43%
VFIC
3573
Valley Forge Investment Consultants
Pennsylvania
$171K +$176K +3,930 New
RG
3574
Richelieu Gestion
France
$167K – – –
OAJ
3575
Ogorek Anthony Joseph
New York
$163K -$28.7K -640 -15%
141 142
143
144 145