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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3401
Chemistry Wealth Management
New York
$548K +$61K +175 +13%
IIL
3402
Insight Inv LLC
California
$547K -$4.7M -13,487 -90%
WA
3403
WPG Advisers
Maryland
$547K -$36.6K -105 -6%
WMN
3404
Wealth Management Nebraska
Nebraska
$546K – – –
BWCS
3405
Beirne Wealth Consulting Services
Connecticut
$545K – – –
EGWAG
3406
Elwood & Goetz Wealth Advisory Group
Georgia
$545K +$58.9K +169 +12%
EB
3407
Exchange Bank
California
$543K -$27.5K -79 -5%
MP
3408
Moment Partners
California
$542K +$1.39K +4 +0.3%
RE
3409
Rydar Equities
Texas
$542K +$532K +1,525 New
AFA
3410
Allium Financial Advisors
Oregon
$540K – – –
WF
3411
Womack Financial
Texas
$540K +$8.37K +24 +2%
FFWM
3412
Future Financial Wealth Management
Ohio
$540K – – –
WFA
3413
WestHill Financial Advisors
California
$539K +$42.2K +121 +9%
WSFG
3414
Wall Street Financial Group
Illinois
$539K +$529K +1,518 New
CFGA
3415
Cambridge Financial Group (Arizona)
Arizona
$539K -$326K -935 -38%
FFG
3416
Fortem Financial Group
California
$538K +$10.5K +30 +2%
SHF
3417
Safe Harbor Fiduciary
Florida
$538K -$108K -309 -17%
WWP
3418
Wise Wealth Partners
Arizona
$537K +$226K +647 +75%
BCMLT
3419
Beacon Capital Management LLC (Tennessee)
Tennessee
$537K -$12.9K -37 -2%
HS
3420
Horan Securities
United States
$537K +$85K +244 +19%
TFM
3421
TFC Financial Management
Massachusetts
$536K -$1.05K -3 -0.2%
SAM
3422
Smithbridge Asset Management
Pennsylvania
$536K +$697 +2 +0.1%
PPW
3423
Presilium Private Wealth
Pennsylvania
$534K – – –
IMC
3424
Investment Management Corporation
Virginia
$533K +$7.67K +22 +1%
CBTWT
3425
Community Bank & Trust (Waco, Texas)
Texas
$532K -$9.76K -28 -2%
135 136
137
138 139