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Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
2951
Leonard Rickey Investment Advisors
Washington
$662K -$208K -522 -25%
RIA
2952
RPG Investment Advisory
California
$662K -$1.99K -5 -0.3%
AFTS
2953
American Financial & Tax Strategies
New York
$660K -$19.9K -50 -3%
CC
2954
Clearwave Capital
California
$660K – – –
KWA
2955
Kondo Wealth Advisors
California
$659K +$27K +68 +5%
SIM
2956
Seaview Investment Managers
Florida
$658K +$41K +103 +7%
CAM
2957
Congress Asset Management
Massachusetts
$658K – – –
TF
2958
Tenzing Financial
Virginia
$657K +$7.95K +20 +1%
RCI
2959
RS Crum Inc
California
$656K -$59.7K -150 -9%
CFGW
2960
Chancellor Financial Group WB
Pennsylvania
$656K +$7.95K +20 +1%
WWM
2961
Wiser Wealth Management
Georgia
$656K +$50.9K +128 +9%
ADEF
2962
ABS Direct Equity Fund
Connecticut
$656K +$167K +421 New
AIM
2963
ABS Investment Management
Connecticut
$656K +$167K +421 New
MIG
2964
McGuire Investment Group
Rhode Island
$654K – – –
CCAM
2965
Cascades Capital Asset Management
North Carolina
$653K +$21.5K +54 +4%
MSG
2966
Main Street Group
Virginia
$652K -$82.7K -208 -12%
MAWCM
2967
Mine & Arao Wealth Creation & Management
California
$652K – – –
TCM
2968
TD Capital Management
Tennessee
$652K – – –
VH
2969
Visionary Horizons
Tennessee
$652K -$8.75K -22 -1%
AWP
2970
Ascent Wealth Partners
New York
$650K +$179K +450 +41%
GFPC
2971
Global Financial Private Client
Florida
$649K +$67.6K +170 +12%
HHGA
2972
Halbert Hargrove Global Advisors
California
$649K +$8.75K +22 +1%
PIP
2973
Peachtree Investment Partners
Florida
$649K +$112K +281 +22%
PWM
2974
Power Wealth Management
Georgia
$649K -$264K -665 -30%
AWA
2975
Ark Wealth Advisors
California
$647K +$92.3K +232 +18%
117 118
119
120 121