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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
5651
StoneCrest Wealth Management
Arizona
$700K -$110K -423 -13%
JE
5652
Jacobs Equity
Utah
$700K -$653K -2,511 -48%
CWRP
5653
Cassady Wealth & Retirement Planning
Nevada
$697K -$42.4K -163 -6%
PWS
5654
Peloton Wealth Strategists
Indiana
$695K -$26K -100 -4%
ACM
5655
Andina Capital Management
Utah
$693K -$734K -2,820 -51%
TFG
5656
Team Financial Group
California
$690K -$77K -296 -10%
EMCIP
5657
Ewing Morris & Co Investment Partners
Ontario, Canada
$690K -$181K -696 -20%
VH
5658
Visionary Horizons
Tennessee
$689K +$26K +100 +4%
HHRDM
5659
H&H Retirement Design & Management
Nevada
$689K +$22.4K +86 +4%
TWA
5660
Trellis Wealth Advisors
California
$687K -$374K -1,436 -35%
SC
5661
Schiavi & Co
Delaware
$687K +$99.9K +384 +17%
LRWM
5662
Lord & Richards Wealth Management
Colorado
$681K +$1.04K +4 +0.1%
RC
5663
RBO & Co
California
$677K – – –
VP
5664
Verisail Partners
Georgia
$675K -$57K -219 -8%
SVWA
5665
Sarver Vrooman Wealth Advisors
Missouri
$674K – – –
PCM
5666
Perkins Capital Management
Minnesota
$673K -$521K -2,000 -43%
G
5667
GuidedMoney
Wisconsin
$672K -$2.6K -10 -0.4%
CCM
5668
Cullen Capital Management
New York
$670K -$599K -2,300 -47%
SP
5669
SWS Partners
Ohio
$667K -$10.9K -42 -2%
VF
5670
Vestment Financial
Minnesota
$665K – – –
GWM
5671
Global Wealth Management
New Jersey
$663K +$260 +1 +0%
HC
5672
Hoese & Co
Minnesota
$660K – – –
TFP
5673
Traction Financial Partners
Wyoming
$658K -$181K -695 -21%
MCM
5674
MontVue Capital Management
Virginia
$651K -$68.4K -263 -9%
TCM
5675
Twele Capital Management
Minnesota
$649K +$260 +1 +0%
225 226
227
228 229