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Name Holding Trade Value Shares
Change 		Change in
Stake
FOR
5101
Family Office Research
Maryland
$347K -$186K -1,066 -36%
IWC
5102
Infinity Wealth Counsel
Ohio
$347K – – –
HA
5103
Hamel Associates
New Jersey
$346K -$36.6K -210 -10%
SIAS
5104
Summit Investment Advisory Services
Minnesota
$345K – – –
MM
5105
Meridian Management
Arkansas
$344K +$1.22K +7 +0.4%
SFP
5106
Sterling Financial Planning
New Jersey
$343K -$15.9K -91 -5%
MAM
5107
Marquette Asset Management
Minnesota
$342K +$320K +1,834 New
WBCM
5108
Wilson & Boucher Capital Management
California
$342K +$43.6K +250 +16%
CWA
5109
Carolina Wealth Advisors
South Carolina
$340K +$154K +881 +94%
MFG
5110
Marmo Financial Group
Tennessee
$340K -$105K -605 -25%
OWA
5111
Oak Wealth Advisors
Illinois
$340K – – –
MMHP
5112
Murphy Middleton Hinkle & Parker
Georgia
$339K +$317K +1,816 New
HHGA
5113
Halbert Hargrove Global Advisors
California
$339K +$281K +1,611 +786%
EP
5114
Essential Planning
New Hampshire
$338K -$140K -804 -31%
SCM
5115
Stonehearth Capital Management
Massachusetts
$338K – – –
IP
5116
Isthmus Partners
Wisconsin
$338K +$37.3K +214 +13%
SEA
5117
Stegent Equity Advisors
Texas
$337K – – –
DMC
5118
Drexel Morgan & Co
Pennsylvania
$336K – – –
CWAG
5119
Compton Wealth Advisory Group
Virginia
$336K – – –
PWM
5120
Provident Wealth Management
Tennessee
$335K +$20K +115 +7%
TFG
5121
Tilson Financial Group
New Jersey
$334K +$18K +103 +6%
AWP
5122
Accretive Wealth Partners
New Jersey
$333K +$20.9K +120 +7%
VWA
5123
VSM Wealth Advisory
Maryland
$333K -$5.58K -32 -2%
1L
5124
10Elms LLP
Oklahoma
$331K +$51.1K +293 +20%
BDWCC
5125
B&D White Capital Company
Texas
$331K +$309K +1,773 New
203 204
205
206 207