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Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1926
Worth Asset Management
Texas
$323K -$266K -2,847 -46%
CGIM
1927
Capital Group Investment Management
Singapore
$323K – – –
MFG
1928
Monte Financial Group
Connecticut
$322K – – –
ACI
1929
Alpha Cubed Investments
California
$322K +$11.8K +126 +4%
RFA
1930
Register Financial Advisors
Georgia
$322K +$1.03K +11 +0.3%
FMP
1931
Financial Management Professionals
Texas
$320K +$21.9K +234 +8%
KAS
1932
KPP Advisory Services
Kentucky
$320K +$305K +3,266 New
RTC
1933
Real Talk Capital
Tennessee
$320K +$24.9K +266 +9%
NRC
1934
New Republic Capital
North Carolina
$318K +$48.7K +521 +19%
AA
1935
Armis Advisers
Georgia
$318K +$39.8K +426 +15%
FWA
1936
FSM Wealth Advisors
Ohio
$317K +$64.2K +687 +27%
CASB
1937
Cape Ann Savings Bank
Massachusetts
$317K +$13.1K +140 +5%
BFA
1938
Beacon Financial Advisory
Ohio
$317K +$8.14K +87 +3%
RFA
1939
Resurgent Financial Advisors
Georgia
$316K +$302K +3,226 New
SWM
1940
Sagace Wealth Management
Florida
$316K +$22.2K +237 +8%
BLFG
1941
Brian Low Financial Group
Louisiana
$316K +$561 +6 +0.2%
BAM
1942
Berkshire Asset Management
Pennsylvania
$313K +$98.2K +1,050 +49%
TWM
1943
Trueblood Wealth Management
Ohio
$313K +$32.8K +351 +12%
APW
1944
Austin Private Wealth
Texas
$311K -$2.71K -29 -0.9%
SGCA
1945
Steel Grove Capital Advisors
Tennessee
$311K – – –
IP
1946
Ignite Planners
California
$310K +$12.1K +129 +4%
FDW
1947
Fourth Dimension Wealth
Ohio
$309K +$35K +374 +13%
FIC
1948
Family Investment Center
Missouri
$309K +$46.4K +496 +19%
BW
1949
BXM Wealth
Colorado
$309K +$295K +3,153 New
WBCM
1950
Wilson & Boucher Capital Management
California
$309K – – –
76 77
78
79 80