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Name Holding Trade Value Shares
Change 		Change in
Stake
VCS
3026
Vaughan & Co Securities
New Jersey
$266K +$260K +1,200 New
RIA
3027
RPG Investment Advisory
California
$265K – – –
JWA
3028
JFS Wealth Advisors
Pennsylvania
$264K +$26.8K +124 +12%
RIM
3029
Reynolds Investment Management
South Carolina
$264K +$258K +1,192 New
WCG
3030
Weaver Consulting Group
California
$263K +$7.57K +35 +3%
ACM
3031
Academy Capital Management
Texas
$262K – – –
SN
3032
Sittner & Nelson
Oregon
$261K – – –
SFG
3033
Steward Financial Group
Texas
$260K +$230K +1,063 +966%
PI
3034
Parkside Investments
Illinois
$258K +$43.7K +202 +21%
RP
3035
Rowlandmiller & Partners
Georgia
$258K – – –
CWM
3036
Campbell Wealth Management
Virginia
$257K – – –
BCMLT
3037
Beacon Capital Management LLC (Tennessee)
Tennessee
$257K +$251K +1,161 New
TWM
3038
Trevian Wealth Management
Massachusetts
$256K -$4.33K -20 -2%
AAMC
3039
Asset Allocation & Management Company
Illinois
$255K – – –
THWM
3040
Taylor Hoffman Wealth Management
Virginia
$254K – – –
GWA
3041
Geometric Wealth Advisors
District of Columbia
$254K +$1.08K +5 +0.4%
BDF
3042
Black Diamond Financial
Maryland
$254K +$31.8K +147 +15%
CC
3043
Centiva Capital
New York
$254K +$248K +1,147 New
CPC
3044
Consolidated Planning Corp
Georgia
$253K -$1.95K -9 -0.8%
NCM
3045
Neumann Capital Management
California
$251K – – –
FWM
3046
Fortress Wealth Management
California
$249K – – –
CIA
3047
Caerus Investment Advisors
Texas
$249K +$433 +2 +0.2%
OGF
3048
Orin Green Financial
California
$249K +$43.9K +203 +22%
SCA
3049
Southern Capital Advisors
Tennessee
$249K +$242K +1,121 New
FA
3050
Faithward Advisors
Pennsylvania
$248K -$10.8K -50 -4%
120 121
122
123 124