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Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
3476
Cookson Peirce & Co
Pennsylvania
$339K +$19.4K +47 +5%
LWA
3477
LifeGoal Wealth Advisors
New York
$339K +$366K +889 New
CWM
3478
Cahaba Wealth Management
Georgia
$338K +$45.7K +111 +14%
BAM
3479
Banta Asset Management
California
$338K – – –
RFG
3480
REAP Financial Group
Texas
$338K +$12.4K +30 +3%
PCM
3481
Permanent Capital Management
Illinois
$337K +$56K +136 +18%
WMA
3482
Wealth Management Associates
New Jersey
$337K -$81.6K -198 -18%
TFS
3483
Targeted Financial Services
Florida
$336K -$12.4K -30 -3%
BCM
3484
Buckhead Capital Management
Georgia
$335K -$77.4K -188 -17%
MWM
3485
Mattern Wealth Management
Kansas
$335K – – –
CL
3486
CPWA LLC
Oregon
$335K +$310K +753 New
FWS
3487
FinDec Wealth Services
California
$335K – – –
BMO
3488
Beck Mack & Oliver
New York
$335K -$41.2K -100 -10%
GHI
3489
Gross & Hartman Investments
Pennsylvania
$335K -$1.65K -4 -0.4%
GCIA
3490
Gabelli & Co Investment Advisers
New York
$335K – – –
NC
3491
North Capital
Utah
$335K – – –
SLG
3492
Sanchez Levi Garrett
$335K +$371K +900 New
CA
3493
Chatterton & Associates
California
$334K -$77K -187 -16%
FWM
3494
FSR Wealth Management
Illinois
$334K -$5.77K -14 -2%
WAM
3495
Winslow Asset Management
Ohio
$334K – – –
1NWS
3496
1 North Wealth Services
Maryland
$334K -$280K -680 -43%
TLCM
3497
Twin Lakes Capital Management
California
$333K – – –
SFS
3498
Symphony Financial Services
Ohio
$333K – – –
FNWM
3499
Financial Network Wealth Management
Utah
$333K +$10.3K +25 +3%
GK
3500
Graney & King
New York
$333K – – –
138 139
140
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