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Name Holding Trade Value Shares
Change 		Change in
Stake
OF
2151
Optimize Financial
California
$711K +$75K +225 +9%
MSS
2152
Mitchell Sinkler & Starr
Pennsylvania
$710K -$10K -30 -1%
RCM
2153
RB Capital Management
Nevada
$710K +$30.3K +91 +3%
FA
2154
Fagan Associates
New York
$709K -$2.41M -7,222 -73%
SWM
2155
Silverlake Wealth Management
Vermont
$708K -$90.3K -271 -9%
BIS
2156
BG Investment Services
Guam
$708K +$234K +701 +37%
MAMG
2157
Milestone Asset Management Group
Connecticut
$708K -$68.7K -206 -7%
TCM
2158
Thoma Capital Management
Maryland
$708K -$22.3K -67 -2%
BWM
2159
BCGM Wealth Management
Indiana
$707K +$33.7K +101 +4%
AIA
2160
Accelerate Investment Advisors
California
$706K +$201K +602 +28%
SA
2161
SRH Advisors
Kansas
$706K – – –
CWM
2162
Collaborative Wealth Management
Florida
$706K +$29K +87 +3%
IB
2163
Iyo Bank
Japan
$705K – – –
CCG
2164
Catalina Capital Group
California
$704K -$1.58M -4,727 -63%
CPG
2165
Cornerstone Planning Group
New Jersey
$704K +$191K +573 +26%
AB
2166
Atlas Brown
Kentucky
$703K +$4K +12 +0.4%
WMWM
2167
Whitaker-Myers Wealth Managers
Ohio
$702K -$606K -1,818 -40%
GA
2168
GSG Advisors
New Jersey
$701K +$240K +721 +39%
DFA
2169
Davies Financial Advisors
California
$701K +$10.7K +32 +1%
SC
2170
Schubert & Co
Texas
$700K +$369K +1,107 +69%
LCWP
2171
Legacy Capital Wealth Partners
Arkansas
$700K -$157K -470 -15%
CP
2172
Creekside Partners
California
$698K +$95.3K +286 +12%
WWM
2173
Whalen Wealth Management
Nevada
$696K +$48.3K +145 +6%
TWM
2174
TCFG Wealth Management
California
$695K +$14.3K +43 +2%
FMTC
2175
Farmers & Merchants Trust Company
California
$695K – – –
85 86
87
88 89