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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
3626
Kaydan Wealth Management
Michigan
$1.79M -$154K -1,077 -7%
CWM
3627
Chicago Wealth Management
Illinois
$1.78M -$112K -785 -5%
SPIO
3628
Seven Post Investment Office
California
$1.78M +$286 +2 +0%
GCL
3629
Gouws Capital LLC
North Carolina
$1.78M -$17K -119 -0.9%
AWA
3630
AmeriServ Wealth Advisors
Pennsylvania
$1.78M -$149K -1,043 -7%
SCM
3631
Stonehearth Capital Management
Massachusetts
$1.78M -$71.3K -499 -4%
DLG
3632
Daniel L. Goodwin
$1.77M +$57.2K +400 +3%
CIR
3633
Clear Investment Research
Georgia
$1.76M -$42.7K -299 -2%
CFA
3634
Camarda Financial Advisors
Florida
$1.76M +$168K +1,173 +9%
F4L
3635
Fortune 45 LLC
Louisiana
$1.76M +$60.5K +423 +3%
SM
3636
Sensible Money
Arizona
$1.76M +$1.94M +13,547 New
RFP
3637
RCS Financial Planning
Maryland
$1.76M +$1.94M +13,540 New
MGIA
3638
Matthew Goff Investment Advisor
Texas
$1.76M -$426K -2,981 -18%
DM
3639
Diker Management
New York
$1.75M – – –
ETIA
3640
Epic Trust Investment Advisors
Washington
$1.75M -$583K -4,080 -23%
CAGAS
3641
Capital Advisory Group Advisory Services
Minnesota
$1.75M -$65.2K -456 -3%
WFC
3642
Western Financial Corp
California
$1.75M +$25.6K +179 +1%
AWM
3643
Avondale Wealth Management
Texas
$1.75M +$131K +916 +7%
FPWM
3644
FSB Premier Wealth Management
Iowa
$1.74M -$66.6K -466 -3%
DWA
3645
Dougherty Wealth Advisers
Minnesota
$1.74M – – –
SAMT
3646
Select Asset Management & Trust
Pennsylvania
$1.74M -$28.3K -198 -1%
RA
3647
Riverstone Advisors
Texas
$1.74M -$789K -5,519 -30%
KOC
3648
Koss-Olinger Consulting
Florida
$1.73M -$183K -1,283 -9%
KHC
3649
Koesten Hirschmann & Crabtree
Kansas
$1.73M +$1.91M +13,335 New
AIM
3650
AMI Investment Management
Indiana
$1.73M -$54.3K -380 -3%
144 145
146
147 148