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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBSF
3826
First National Bank Sioux Falls
South Dakota
$232K – – –
BWG
3827
Beta Wealth Group
California
$232K -$5.1K -110 -2%
VFIC
3828
Valley Forge Investment Consultants
Pennsylvania
$232K +$34.8K +750 +19%
RIM
3829
Rockbridge Investment Management
New York
$230K -$5.56K -120 -3%
JBA
3830
Johnson Bixby & Associates
Washington
$230K +$215K +4,650 New
CPCP
3831
Cedar Point Capital Partners
Iowa
$230K +$215K +4,640 New
CS
3832
Crescent Sterling
Louisiana
$229K +$927 +20 +0.4%
GWM
3833
GDS Wealth Management
Texas
$229K +$215K +4,630 New
ASFA
3834
All Season Financial Advisors
Colorado
$229K -$20.4K -440 -9%
PMG
3835
Private Management Group
California
$229K +$214K +4,620 New
BBWP
3836
Beacon Bridge Wealth Partners
Pennsylvania
$228K – – –
IRC
3837
Investors Research Corp
Georgia
$228K +$27.3K +590 +15%
BTIM
3838
BancFirst Trust & Investment Management
Oklahoma
$227K -$4.63K -100 -2%
CWM
3839
CCG Wealth Management
California
$227K -$13K -280 -6%
AWMNH
3840
Arcadia Wealth Management (New Hampshire)
New Hampshire
$227K +$213K +4,590 New
CA
3841
CapWealth Advisors
Tennessee
$226K +$212K +4,570 New
SWP
3842
ShoreHaven Wealth Partners
New Jersey
$226K +$211K +4,560 New
HWM
3843
Howard Wealth Management
Connecticut
$225K +$211K +4,550 New
FCIM
3844
Fairview Capital Investment Management
California
$224K +$210K +4,530 New
BAM
3845
Bayshore Asset Management
Florida
$224K +$209K +4,520 New
SRWM
3846
Shira Ridge Wealth Management
California
$223K +$209K +4,510 New
VI
3847
VanderPol Investments
Michigan
$223K +$209K +4,510 New
BFS
3848
Burkett Financial Services
South Carolina
$223K +$209K +4,500 New
AWA
3849
Aquire Wealth Advisors
Utah
$223K +$209K +4,500 New
TFCP
3850
Twin Focus Capital Partners
Massachusetts
$222K -$473K -10,200 -69%
152 153
154
155 156