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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
5001
Certior Financial Group
Pennsylvania
$246K +$253K +1,832 New
AWP
5002
Accretive Wealth Partners
New Jersey
$246K – – –
CWM
5003
Chronos Wealth Management
Florida
$245K – – –
RIM
5004
Reliant Investment Management
Tennessee
$245K -$5.38K -39 -2%
OWA
5005
Oak Wealth Advisors
Illinois
$244K +$251K +1,820 New
WAM
5006
WFA Asset Management
Wisconsin
$243K -$159K -1,157 -39%
LIM
5007
Loudon Investment Management
New Hampshire
$243K -$6.89K -50 -3%
CA
5008
Cortland Associates
Missouri
$242K -$6.89K -50 -3%
GAM
5009
Gould Asset Management
California
$242K +$248K +1,802 New
DMC
5010
Drexel Morgan & Co
Pennsylvania
$242K – – –
TCOK
5011
Trust Company of Kansas
Kansas
$241K -$39.6K -287 -14%
CWR
5012
Chico Wealth RIA
California
$238K +$3.03K +22 +1%
CA
5013
Corrado Advisors
New Jersey
$238K -$43.4K -315 -15%
WBCM
5014
Wilson & Boucher Capital Management
California
$238K +$31K +225 +15%
WC
5015
Wynn Capital
Georgia
$238K -$15.3K -111 -6%
CFA
5016
CWS Financial Advisors
Michigan
$237K -$26.7K -194 -10%
CWM
5017
ClientFirst Wealth Management
Arkansas
$235K +$241K +1,750 New
NWMG
5018
Nicholson Wealth Management Group
South Carolina
$235K +$241K +1,750 New
JSA
5019
Jim Saulnier & Associates
Colorado
$234K -$24.1K -175 -9%
FVCM
5020
F&V Capital Management
Florida
$233K +$240K +1,738 New
CWI
5021
Conscious Wealth Investments
Florida
$232K -$26.2K -190 -10%
SL
5022
Sentry LLC
Tennessee
$231K -$206K -1,492 -46%
SRCM
5023
Signature Resources Capital Management
California
$230K +$5.51K +40 +2%
HA
5024
Hamel Associates
New Jersey
$230K -$61.9K -449 -21%
SIAS
5025
Summit Investment Advisory Services
Minnesota
$229K – – –
199 200
201
202 203