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Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2076
Satovsky Asset Management
New York
$343K +$1.14K +40 +0.3%
BTWM
2077
Brass Tax Wealth Management
Ohio
$343K -$186K -6,550 -35%
WJA
2078
Willis Johnson & Associates
Texas
$342K +$10.1K +354 +3%
WCFA
2079
Walkner Condon Financial Advisors
Wisconsin
$341K +$54.9K +1,933 +19%
RFP
2080
Root Financial Partners
California
$339K -$99.1K -3,490 -23%
CI
2081
Cherokee Insurance
Michigan
$339K – – –
GPA
2082
Garrison Point Advisors
California
$338K +$99.5K +3,505 +41%
HT
2083
Headlands Technologies
Illinois
$338K -$7.02M -247,131 -95%
FA
2084
FSA Advisors
Michigan
$338K -$211K -7,442 -38%
MLFP
2085
MPS Loria Financial Planners
Illinois
$338K -$1.22K -43 -0.4%
AHL
2086
Abel Hall LLC
Louisiana
$337K +$114 +4 +0%
AA
2087
Addison Advisors
Vermont
$337K +$41.7K +1,468 +14%
VDBMI
2088
Van Den Berg Management I
Texas
$337K – – –
RIP
2089
RAM Investment Partners
Washington
$337K +$10.6K +372 +3%
LWP
2090
LeClair Wealth Partners
Ohio
$337K – – –
BEW
2091
Burton Enright Welch
California
$337K +$5.96K +210 +2%
SPG
2092
Strategic Planning Group
Utah
$336K +$4.68K +165 +1%
KWMG
2093
King Wealth Management Group
Florida
$336K -$5.28K -186 -2%
CWM
2094
Cedar Wealth Management
California
$336K – – –
AFAS
2095
Acorn Financial Advisory Services
Virginia
$336K -$2.44K -86 -0.7%
MFGM
2096
Marshall Financial Group (Maryland)
Maryland
$336K -$118K -4,164 -26%
FWA
2097
Flagship Wealth Advisors
Massachusetts
$336K +$22.6K +797 +7%
FWWM
2098
Fiscal Wisdom Wealth Management
Connecticut
$335K +$373K +13,130 New
PFWA
2099
Paces Ferry Wealth Advisors
Georgia
$335K -$1.56K -55 -0.5%
TBNY
2100
Trustco Bank (New York)
New York
$335K -$99.4K -3,500 -23%
82 83
84
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