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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
4051
Advance Capital Management
Michigan
$228K +$349 +1 +0.2%
DAM
4052
Doheny Asset Management
California
$228K – – –
CA
4053
Cumberland Advisors
Florida
$227K -$3.49K -10 -2%
CFG
4054
Cosner Financial Group
Colorado
$227K – – –
BWP
4055
Bernardo Wealth Planning
Pennsylvania
$227K +$11.5K +33 +5%
UOTTAIMCU
4056
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$227K – – –
CS
4057
Capital Square
Tennessee
$227K +$19.9K +57 +10%
DCBT
4058
Dakota Community Bank & Trust
North Dakota
$226K +$8.71K +25 +4%
WCWM
4059
Wooster Corthell Wealth Management
Connecticut
$225K +$697 +2 +0.3%
PWM
4060
Provident Wealth Management
Tennessee
$225K – – –
IWM
4061
IMG Wealth Management
Florida
$225K +$56.8K +163 +35%
OAJ
4062
Ogorek Anthony Joseph
New York
$225K +$3.14K +9 +1%
EC
4063
Eaton-Cambridge
Arizona
$225K +$15K +43 +7%
LL
4064
LPWM LLC
Minnesota
$224K – – –
PCM
4065
Payne Capital Management
New York
$224K – – –
RIM
4066
RW Investment Management
Idaho
$224K +$220K +631 New
MWM
4067
Maltin Wealth Management
New Jersey
$224K +$349 +1 +0.2%
PFA
4068
Pettinga Financial Advisors
Indiana
$223K – – –
GFWA
4069
Grey Fox Wealth Advisors
Delaware
$223K – – –
SWIM
4070
Smallwood Wealth Investment Management
New Jersey
$223K +$3.14K +9 +1%
IPW
4071
Impact Partnership Wealth
Georgia
$223K +$219K +629 New
WMWM
4072
Whitaker-Myers Wealth Managers
Ohio
$223K -$72.2K -207 -25%
PFS
4073
Prospect Financial Services
New York
$223K -$160K -460 -42%
TWM
4074
TSA Wealth Management
Texas
$223K +$219K +628 New
PWA
4075
Peterson Wealth Advisors
Utah
$223K +$219K +628 New
161 162
163
164 165