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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
3201
G2 Capital Management
Ohio
$1.2M -$494K -3,200 -30%
NCM
3202
New Capital Management
Texas
$1.2M +$55.6K +360 +5%
LWP
3203
Lumature Wealth Partners
Georgia
$1.2M +$71.1K +460 +7%
AWAP
3204
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.19M -$43.3K -280 -4%
MAG
3205
MRA Advisory Group
New Jersey
$1.19M -$516K -3,340 -31%
PWMG
3206
Pinnacle Wealth Management Group
Michigan
$1.19M -$108K -700 -9%
VAM
3207
Verity Asset Management
North Carolina
$1.19M -$9.27K -60 -0.8%
RIM
3208
Rockbridge Investment Management
New York
$1.18M -$399K -2,580 -26%
WFA
3209
WestHill Financial Advisors
California
$1.18M +$399K +2,580 +55%
UCB
3210
United Community Bank
South Carolina
$1.18M +$30.9K +200 +3%
PCM
3211
Presidio Capital Management
California
$1.18M +$49.4K +320 +5%
OPOWM
3212
One Plus One Wealth Management
Florida
$1.18M -$130K -840 -10%
DACG
3213
Donor Advised Charitable Giving
California
$1.17M – – –
SL
3214
Salomon & Ludwin
Virginia
$1.17M +$15.5K +100 +1%
IP
3215
Investment Partners
Ohio
$1.17M +$98.9K +640 +10%
CPW
3216
Catalyst Private Wealth
California
$1.17M -$127K -820 -10%
TWM
3217
TriaGen Wealth Management
California
$1.17M +$71.1K +460 +7%
TFF
3218
The Family Firm
Maryland
$1.17M +$615K +3,980 +124%
PWA
3219
Providence Wealth Advisors
Illinois
$1.17M -$6.18K -40 -0.6%
WF
3220
Warner Financial
Maryland
$1.16M +$383K +2,480 +53%
CMBA
3221
C.M. Bidwell & Associates
Hawaii
$1.16M -$139K -900 -11%
ARIS
3222
Advanced Research Investment Solutions
California
$1.16M -$117K -760 -10%
SWM
3223
Shelton Wealth Management
Texas
$1.16M +$12.4K +80 +1%
MWM
3224
Mascoma Wealth Management
New Hampshire
$1.16M +$136K +880 +14%
SFS
3225
Summit Financial Strategies
Ohio
$1.16M +$192K +1,240 +21%
127 128
129
130 131