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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
5051
Partnership Wealth Management
Maryland
$942K -$101K -435 -9%
BP
5052
BCK Partners
New York
$941K – – –
CCG
5053
Capital CS Group
California
$941K +$102K +439 +12%
MTIM
5054
Marathon Trading Investment Management
Pennsylvania
$938K +$718K +3,100 +276%
WFC
5055
Western Financial Corp
California
$937K -$25.9K -112 -3%
THL
5056
Tillman Hartley LLC
Colorado
$937K – – –
LFASL
5057
Lugano Financial Advisors SA (LFA)
Switzerland
$936K -$74.8K -323 -7%
AWP
5058
Avid Wealth Partners
Texas
$935K +$215K +930 +28%
TWA
5059
Trellis Wealth Advisors
California
$931K -$619K -2,673 -39%
HPA
5060
High Probability Advisors
New York
$924K -$172K -744 -15%
GF
5061
Gimbal Financial
Indiana
$921K -$66.7K -288 -6%
SAIG
5062
Semper Augustus Investments Group
Colorado
$920K – – –
BC
5063
Barnett & Company
Tennessee
$916K -$258K -1,112 -21%
LL
5064
LPWM LLC
Minnesota
$914K +$6.02K +26 +0.6%
HBFP
5065
Henderson Brothers Financial Partners
Pennsylvania
$913K +$778K +3,357 New
UOTTAIMCU
5066
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$911K -$24.3M -104,950 -96%
AWMG
5067
ADG Wealth Management Group
Louisiana
$908K +$3.01K +13 +0.3%
LWA
5068
LifeGoal Wealth Advisors
New York
$906K – – –
DHC
5069
Drum Hill Capital
Connecticut
$905K – – –
WA
5070
Win Advisors
Florida
$902K +$941K +4,061 New
PM
5071
Penbrook Management
New York
$901K -$11.6K -50 -1%
FA
5072
Freestate Advisors
Kansas
$900K +$34.5K +149 +4%
FP
5073
FFG Partners
Florida
$900K +$927 +4 +0.1%
UA
5074
Unison Advisors
District of Columbia
$899K +$232 +1 +0%
TDWM
5075
Topel & Distasi Wealth Management
California
$898K -$146K -630 -13%
201 202
203
204 205