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Name Holding Trade Value Shares
Change 		Change in
Stake
DP
3176
Denver PWM
Colorado
$737K -$25.4K -233 -4%
T
3177
TrueFG
Texas
$737K +$62.4K +572 +10%
PP
3178
Peconic Partners
New York
$730K -$2.18M -20,000 -76%
LWA
3179
Lowe Wealth Advisors
Maryland
$729K -$8.73K -80 -1%
JFG
3180
JMG Financial Group
Illinois
$727K +$31.4K +288 +5%
WCWM
3181
Wooster Corthell Wealth Management
Connecticut
$726K -$12.1K -111 -2%
PWM
3182
Peterson Wealth Management
Nevada
$720K +$40K +367 +6%
EGWAG
3183
Elwood & Goetz Wealth Advisory Group
Georgia
$715K -$87.3K -800 -11%
BC
3184
Barnett & Company
Tennessee
$712K -$37.1K -340 -5%
HWM
3185
HighMark Wealth Management
Minnesota
$711K +$9.82K +90 +1%
MCG
3186
Meru Capital Group
New York
$706K +$666K +6,100 New
RWM
3187
Reston Wealth Management
Virginia
$701K -$104K -949 -14%
LFA
3188
Lighthouse Financial Advisors
Maryland
$700K -$8.07K -74 -1%
DA
3189
DSC Advisors
Illinois
$695K +$77.4K +709 +13%
LCM
3190
Landscape Capital Management
New Jersey
$693K -$61.1K -560 -9%
FPIS
3191
Financial Planning & Information Services
Wisconsin
$692K +$57.8K +530 +10%
LK
3192
Lumbard & Kellner
New Hampshire
$691K -$145K -1,331 -17%
SRCM
3193
Swift Run Capital Management
Virginia
$688K -$69.8K -640 -10%
WG
3194
Watchman Group
Texas
$688K -$19K -174 -3%
JC
3195
Jentner Corp
Ohio
$683K +$327 +3 +0.1%
JHP
3196
James Hambro & Partners
United Kingdom
$678K +$85.1K +780 +15%
GEM
3197
Global Endowment Management
North Carolina
$677K – – –
PI
3198
Pachira Investments
California
$677K +$127K +1,165 +25%
MECA
3199
Miller Equity Capital Advisors
Texas
$674K +$207K +1,900 +48%
ACM
3200
Alethea Capital Management
Washington
$672K -$109K -1,000 -15%
126 127
128
129 130