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Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
3176
Blue Bell Private Wealth Management
Pennsylvania
$5.83M +$1.77M +8,782 +45%
SW
3177
StrongBox Wealth
Missouri
$5.81M -$286K -1,415 -5%
RLWM
3178
RF&L Wealth Management
Massachusetts
$5.8M – – –
PIAS
3179
PCA Investment Advisory Services
Ohio
$5.8M +$168K +831 +3%
SWRP
3180
Summit Wealth & Retirement Planning
California
$5.8M +$17.6K +87 +0.3%
MWM
3181
MOKAN Wealth Management
Kansas
$5.79M +$141K +699 +3%
BIA
3182
Bigelow Investment Advisors
Maine
$5.79M +$625K +3,093 +11%
HC
3183
Hourglass Capital
Texas
$5.78M -$1.3M -6,440 -19%
BIA
3184
Bell Investment Advisors
California
$5.78M +$58.8K +291 +1%
CG
3185
Carmignac Gestion
France
$5.78M +$2.72M +13,476 +92%
HCM
3186
Hengehold Capital Management
Ohio
$5.78M +$65.4K +324 +1%
F8IS
3187
Figure 8 Investment Strategies
Idaho
$5.77M -$183K -904 -3%
VAG
3188
VisionPoint Advisory Group
Texas
$5.77M +$2.38M +11,788 +72%
PRA
3189
Pine Ridge Advisers
New York
$5.77M – – –
CWG
3190
Crown Wealth Group
North Carolina
$5.77M -$97.1K -481 -2%
LSA
3191
Lion Street Advisors
Texas
$5.76M +$20.2K +100 +0.4%
CFFP
3192
Center for Financial Planning
Michigan
$5.76M +$83.6K +414 +1%
BFWA
3193
Benchmark Financial Wealth Advisors
Florida
$5.76M -$89.9K -445 -2%
PWM
3194
Partners Wealth Management
California
$5.75M – – –
FAFN
3195
First Affirmative Financial Network
Colorado
$5.74M +$351K +1,739 +7%
CFG
3196
Cambridge Financial Group
Ohio
$5.73M -$1.63M -8,083 -22%
SL
3197
Sentinus LLC
Illinois
$5.73M +$112K +554 +2%
BWA
3198
Beam Wealth Advisors
Louisiana
$5.72M -$82.2K -407 -1%
SPA
3199
Sentinel Pension Advisors
Massachusetts
$5.7M -$23.8K -118 -0.4%
KWM
3200
KFG Wealth Management
Indiana
$5.7M +$1.39M +6,867 +33%
126 127
128
129 130