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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
3401
National Wealth Management Group
Ohio
$520K +$528K +1,525 New
WF
3402
Womack Financial
Texas
$520K +$692 +2 +0.1%
ANBOT
3403
American National Bank of Texas
Texas
$520K +$527K +1,522 New
FFWM
3404
Future Financial Wealth Management
Ohio
$519K – – –
CFGA
3405
Cambridge Financial Group (Arizona)
Arizona
$518K – – –
HFS
3406
Howard Financial Services
Texas
$517K +$15.9K +46 +3%
CCG
3407
Coastwise Capital Group
California
$517K +$35.3K +102 +7%
RIS
3408
Richmond Investment Services
Wisconsin
$517K +$27.7K +80 +6%
GFPC
3409
Global Financial Private Client
Florida
$517K -$19.4K -56 -4%
WWP
3410
Wise Wealth Partners
Arizona
$516K – – –
JFGLC
3411
Johnson Financial Group LLC (Colorado)
Colorado
$516K +$148K +427 +39%
TFM
3412
TFC Financial Management
Massachusetts
$516K +$346 +1 +0.1%
CHA
3413
Cooper/Haims Advisors
New York
$514K -$31.1K -90 -6%
WIM
3414
Warwick Investment Management
Texas
$514K +$11.8K +34 +2%
PPW
3415
Presilium Private Wealth
Pennsylvania
$513K – – –
WFA
3416
WestHill Financial Advisors
California
$513K -$5.54K -16 -1%
SC
3417
Seldon Capital
California
$511K – – –
GHAM
3418
Gilman Hill Asset Management
Connecticut
$510K – – –
BW
3419
BXM Wealth
Colorado
$509K +$178K +515 +53%
SFG
3420
SNS Financial Group
Minnesota
$509K -$692 -2 -0.1%
GA
3421
Goldstein Advisors
Wisconsin
$509K -$122K -353 -19%
WFC
3422
Western Financial Corp
California
$507K +$14.5K +42 +3%
CFG
3423
Carter Financial Group
Illinois
$507K +$97.9K +283 +24%
IIL
3424
Insight Inv LLC
California
$507K -$19.7K -57 -4%
CBTWT
3425
Community Bank & Trust (Waco, Texas)
Texas
$506K -$5.54K -16 -1%
135 136
137
138 139