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Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
4176
William Mack & Associates
Michigan
$252K -$14K -41 -5%
SEP
4177
Southland Equity Partners
Missouri
$252K -$12.3K -36 -5%
FDDB
4178
Fidelity D&D Bancorp
Pennsylvania
$252K -$25.6K -75 -9%
PPA
4179
Pacific Point Advisors
California
$252K +$244K +717 New
CFG
4180
Copley Financial Group
California
$251K -$386K -1,134 -61%
ADMI
4181
Albert D. Mason Inc
Massachusetts
$251K -$1.7K -5 -0.7%
LAM
4182
Lakewood Asset Management
Illinois
$251K +$341 +1 +0.1%
GSC
4183
G&S Capital
Colorado
$250K -$32.7K -96 -12%
PWM
4184
Prosperity Wealth Management
California
$250K +$1.7K +5 +0.7%
HHGA
4185
Halbert Hargrove Global Advisors
California
$250K -$25.2K -74 -9%
CFP
4186
Comprehensive Financial Planning
Pennsylvania
$250K +$34.1K +100 +16%
SNBOSCI
4187
Security National Bank of Sioux City Iowa
Iowa
$249K – – –
WMWM
4188
Wilkins Miller Wealth Management
Alabama
$249K +$341 +1 +0.1%
PP
4189
PFS Partners
New Jersey
$248K – – –
PFA
4190
Pettinga Financial Advisors
Indiana
$248K +$36.8K +108 +18%
AWM
4191
Abound Wealth Management
Tennessee
$247K -$59.3K -174 -20%
SI
4192
Stirlingshire Investments
New York
$247K +$240K +704 New
SCB
4193
Saudi Central Bank
Saudi Arabia
$247K -$1.02K -3 -0.4%
HP
4194
Highlander Partners
Texas
$245K – – –
WWA
4195
Wealth Watch Advisors
Colorado
$245K +$102K +299 +75%
RW
4196
REDW Wealth
New Mexico
$245K +$3.07K +9 +1%
PI
4197
Parkside Investments
Illinois
$245K +$341 +1 +0.1%
HTWM
4198
Hartmann Taylor Wealth Management
Texas
$245K – – –
CAM
4199
Councilmark Asset Management
Tennessee
$244K – – –
GVCM
4200
Global View Capital Management
Wisconsin
$244K +$237K +697 New
166 167
168
169 170