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Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
3151
ARQ Wealth Advisors
Arizona
$414K +$479K +6,516 New
EC
3152
Estate Counselors
Wisconsin
$414K +$479K +6,520 New
JHP
3153
James Hambro & Partners
United Kingdom
$408K – – –
AWM
3154
Avondale Wealth Management
Texas
$408K +$316K +4,300 +202%
NOCM
3155
Night Owl Capital Management
Connecticut
$407K -$299K -4,072 -39%
DC
3156
Derby & Company
Massachusetts
$407K +$125K +1,700 +36%
CPA
3157
Cowen Prime Advisors
New York
$406K +$469K +6,380 New
PP
3158
Peconic Partners
New York
$401K – – –
TWM
3159
Trinity Wealth Management
Pennsylvania
$400K +$33.8K +460 +8%
G
3160
Gainplan
Michigan
$396K +$29.7K +404 +7%
HWM
3161
HighMark Wealth Management
Minnesota
$394K +$11.5K +156 +3%
IUHSA
3162
Itau Unibanco Holding S.A.
Brazil
$389K -$120K -1,636 -21%
WG
3163
Watchman Group
Texas
$389K -$27.9K -380 -6%
HHRDM
3164
H&H Retirement Design & Management
Nevada
$386K +$447K +6,080 New
CCA
3165
Catalyst Capital Advisors
New York
$380K -$60.3K -820 -12%
RBCM
3166
Raub Brock Capital Management
California
$379K +$115K +1,560 +35%
CMP
3167
Courage Miller Partners
Virginia
$376K -$57.4K -780 -12%
JC
3168
Jentner Corp
Ohio
$375K -$36.8K -500 -8%
JWM
3169
JFG Wealth Management
Colorado
$375K +$8.82K +120 +2%
GEM
3170
Global Endowment Management
North Carolina
$372K – – –
CAM
3171
Concorde Asset Management
Michigan
$371K -$587K -7,984 -58%
KS
3172
Karpas Strategies
Connecticut
$370K – – –
FSWA
3173
Financial Synergies Wealth Advisors
Texas
$370K +$106K +1,440 +33%
MWM
3174
Maltin Wealth Management
New Jersey
$369K -$164K -2,224 -28%
HWA
3175
Heartwood Wealth Advisors
Virginia
$369K +$80.9K +1,100 +23%
125 126
127
128 129