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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
5251
Global Wealth Management
New Jersey
$554K +$81.4K +403 +18%
PCMH
5252
Polymer Capital Management (HK)
Hong Kong
$554K -$11.1M -54,954 -95%
GC
5253
Gruss & Co
Florida
$554K – – –
CFS
5254
Coordinated Financial Services
Colorado
$554K -$1.31M -6,484 -71%
TCTWM
5255
Three Cord True Wealth Management
Pennsylvania
$550K -$9.49K -47 -2%
PWS
5256
Peloton Wealth Strategists
Indiana
$550K +$15.1K +75 +3%
AWMNH
5257
Arcadia Wealth Management (New Hampshire)
New Hampshire
$549K -$125K -621 -19%
RC
5258
RBO & Co
California
$548K – – –
CCA
5259
Cravens & Co Advisors
Tennessee
$545K +$606 +3 +0.1%
SIA
5260
Stegner Investment Associates
Kentucky
$544K – – –
SI
5261
Severin Investments
Missouri
$543K -$10.7K -53 -2%
SVWA
5262
Sarver Vrooman Wealth Advisors
Missouri
$542K +$283K +1,400 +113%
TCM
5263
Twele Capital Management
Minnesota
$542K -$40.2K -199 -7%
JHP
5264
James Hambro & Partners
United Kingdom
$540K -$418K -2,071 -44%
BI
5265
Berkeley Inc
Idaho
$540K -$2.42K -12 -0.5%
PWM
5266
Parkworth Wealth Management
California
$540K -$105K -519 -16%
AAG
5267
Avalon Advisory Group
Pennsylvania
$539K +$1.21K +6 +0.2%
CWM
5268
Core Wealth Management
Florida
$536K -$69.9K -346 -12%
DAS
5269
DMKC Advisory Services
Iowa
$534K +$200K +988 +63%
HC
5270
Hoese & Co
Minnesota
$534K – – –
TFM
5271
Trademark Financial Management
Minnesota
$534K +$159K +785 +43%
KWM
5272
KMT Wealth Management
California
$533K – – –
BCM
5273
Beddow Capital Management
Wyoming
$533K +$9.49K +47 +2%
TWCA
5274
Two West Capital Advisors
Kansas
$531K +$26.9K +133 +6%
FOFP
5275
Fee-Only Financial Planning
South Carolina
$530K +$287K +1,421 +122%
209 210
211
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