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ADSK

Name Holding Trade Value Shares
Change 		Change in
Stake
LFAS
976
Level Four Advisory Services
Texas
$227K +$17.8K +71 +8%
ZIM
977
Zacks Investment Management
Illinois
$225K +$236K +940 New
OPWM
978
Oregon Pacific Wealth Management
Oregon
$224K +$1K +4 +0.4%
PWA
979
Phoenix Wealth Advisors
North Carolina
$220K – – –
TCA
980
Transcend Capital Advisors
New Jersey
$220K -$88.7K -353 -28%
VCM
981
Virtue Capital Management
Tennessee
$218K -$21.4K -85 -8%
CAM
982
Cozad Asset Management
Illinois
$218K – – –
RCA
983
Ranch Capital Advisors
Florida
$218K – – –
NL
984
NWAM LLC
Washington
$216K +$7.29K +29 +3%
AWM
985
Angeles Wealth Management
California
$216K +$52.8K +210 +30%
BIA
986
Bigelow Investment Advisors
Maine
$216K -$23.4K -93 -9%
DWP
987
Daymark Wealth Partners
Ohio
$216K +$52.3K +208 +30%
WRPWM
988
Werba Rubin Papier Wealth Management
California
$215K +$226K +900 New
JCM
989
Jacobsen Capital Management
Utah
$215K +$47.8K +190 +27%
VA
990
VestGen Advisors
Illinois
$214K +$229K +912 New
DOA
991
D'Orazio & Associates
Virginia
$214K +$51.8K +206 +30%
PWA
992
Physician Wealth Advisors
Utah
$212K +$8.55K +34 +4%
SWGC
993
Summit Wealth Group (Colorado)
Colorado
$212K +$223K +887 New
GFP
994
Gryphon Financial Partners
Ohio
$212K +$223K +886 New
DW30
995
Drucker Wealth 3.0
New Jersey
$212K -$65.1K -259 -23%
CC
996
Citrine Capital
California
$212K -$5.53K -22 -2%
AFM
997
Abbot Financial Management
Massachusetts
$212K – – –
GFG
998
Goldstone Financial Group
Illinois
$212K – – –
CWS
999
Cypress Wealth Services
California
$210K -$7.04K -28 -3%
KFGK
1000
Keystone Financial Group (Kentucky)
Kentucky
$209K +$219K +873 New
38 39
40
41 42