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Name Holding Trade Value Shares
Change 		Change in
Stake
WSWA
3376
Warren Street Wealth Advisors
California
$619K +$261K +2,088 +56%
NCMW
3377
Northern Capital Management (Washington)
Washington
$618K +$253K +2,020 +53%
BWM
3378
BlackDiamond Wealth Management
New York
$617K +$86.1K +688 +16%
LD
3379
Lipe & Dalton
New York
$613K +$497K +3,975 +221%
RFO
3380
RiverGlades Family Offices
Florida
$612K -$22.5K -180 -3%
DSA
3381
Droms Strauss Advisors
Missouri
$611K +$720K +5,751 New
CCG
3382
Chatham Capital Group
Georgia
$610K +$35K +280 +5%
VC
3383
Veery Capital
Delaware
$609K -$68.7K -549 -9%
BAM
3384
Bayshore Asset Management
Florida
$608K +$10.6K +85 +2%
RWG
3385
Ratio Wealth Group
Colorado
$608K +$250 +2 +0%
FNT
3386
First Nebraska Trust
Nebraska
$608K -$12.5K -100 -2%
MFG
3387
Menard Financial Group
Texas
$607K -$2.98M -23,787 -81%
SIG
3388
Spinnaker Investment Group
California
$607K -$308K -2,465 -30%
SWAG
3389
Spectrum Wealth Advisory Group
California
$606K +$121K +970 +20%
BWIA
3390
Bryant Woods Investment Advisors
New York
$605K +$159K +1,274 +29%
ODFS
3391
O'Donnell Financial Services
California
$604K +$25K +200 +4%
CF
3392
Corrigan Financial
Rhode Island
$603K -$75.1K -600 -10%
FG
3393
Foster Group
Iowa
$602K +$189K +1,508 +36%
LC
3394
Landaas & Company
Wisconsin
$602K +$244K +1,950 +52%
LFA
3395
Lauterbach Financial Advisors
Texas
$601K +$86.8K +694 +14%
WAM
3396
Winslow Asset Management
Ohio
$597K – – –
PAG
3397
Powers Advisory Group
Illinois
$597K +$15.1K +121 +2%
PCMF
3398
Private Capital Management (Florida)
Florida
$597K +$158K +1,260 +29%
HJMC
3399
Hellman Jordan Management Company
Massachusetts
$595K -$1.88K -15 -0.3%
OAJ
3400
Ogorek Anthony Joseph
New York
$595K +$18.4K +147 +3%
134 135
136
137 138