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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
3101
Sherman Porfolios
Idaho
$565K – – –
CA
3102
CapWealth Advisors
Tennessee
$565K -$3.98K -10 -0.7%
SWM
3103
SilverOak Wealth Management
Minnesota
$565K -$3.18K -8 -0.6%
TFS
3104
Targeted Financial Services
Florida
$564K +$174K +438 +48%
RPC
3105
Royal Palms Capital
Montana
$564K – – –
WETS
3106
Wealth Enhancement Trust Services
South Dakota
$563K +$11.9K +30 +2%
HR
3107
Howe & Rusling
New York
$561K +$27K +68 +5%
S
3108
Steadtrust
Texas
$561K – – –
PWM
3109
Platt Wealth Management
California
$561K +$31.4K +79 +6%
WFA
3110
West Financial Advisors
Iowa
$561K – – –
GCA
3111
Gallagher Capital Advisors
Texas
$560K -$11.1K -28 -2%
BI
3112
Bolthouse Investments
California
$559K – – –
MCP
3113
Miller Capital Partners
Michigan
$559K – – –
SI
3114
Sava Infond
Slovenia
$559K – – –
BTIM
3115
BancFirst Trust & Investment Management
Oklahoma
$559K +$157K +394 +41%
TM
3116
TigerOak Management
New Mexico
$558K – – –
CIA
3117
Cape Investment Advisory
Georgia
$558K +$46.9K +118 +10%
OW
3118
Olistico Wealth
Oklahoma
$557K +$213K +536 +68%
KFC
3119
Klingenstein Fields & Co
New York
$557K +$54.5K +137 +12%
MIA
3120
MMBG Investment Advisors
Florida
$556K -$80.7K -203 -13%
MLFP
3121
MPS Loria Financial Planners
Illinois
$556K – – –
APW
3122
Axim Planning & Wealth
Ohio
$556K -$23.1K -58 -4%
AGAM
3123
Audent Global Asset Management
California
$556K +$74.4K +187 +16%
MWM
3124
Meritas Wealth Management
California
$555K – – –
MAM
3125
McCarthy Asset Management
California
$555K +$525K +1,320 New
123 124
125
126 127