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Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
3476
Sterling Financial Planning
New Jersey
$795K -$92.7K -600 -11%
SW
3477
Signify Wealth
Missouri
$795K – – –
APA
3478
Astoria Portfolio Advisors
New York
$795K +$124K +800 +20%
BCM
3479
Beddow Capital Management
Wyoming
$792K – – –
GCM
3480
Gladius Capital Management
Illinois
$786K -$3.12M -20,160 -81%
WFA
3481
Wade Financial Advisory
California
$786K -$117K -760 -14%
DWMG
3482
DB Wealth Management Group
California
$786K +$34K +220 +5%
LFA
3483
Landmark Financial Advisors
Kentucky
$786K +$223K +1,440 +37%
WCM
3484
Wealthcare Capital Management
Virginia
$786K +$324K +2,100 +77%
CWM
3485
Cahill Wealth Management
Michigan
$785K +$745K +4,820 New
HA
3486
HC Advisors
Georgia
$782K – – –
BC
3487
Brio Consultants
California
$779K -$3.09K -20 -0.4%
CCP
3488
Carmel Capital Partners
California
$776K – – –
SWAG
3489
Spectrum Wealth Advisory Group
California
$773K -$12.4K -80 -2%
KFP
3490
KB Financial Partners
New Jersey
$769K +$3.09K +20 +0.4%
COCM
3491
Charter Oak Capital Management
New Hampshire
$769K +$12.4K +80 +2%
MCM
3492
MV Capital Management
Maryland
$769K +$98.9K +640 +16%
MF
3493
Meridian Financial
Massachusetts
$766K -$1.01M -6,520 -58%
EA
3494
Eclectic Associates
California
$766K +$92.7K +600 +15%
SIC
3495
Samalin Investment Counsel
New York
$765K -$12.4K -80 -2%
TBWA
3496
Three Bridge Wealth Advisors
California
$760K +$720K +4,660 New
SMF
3497
Sterling Manor Financial
New York
$756K -$108K -700 -13%
CWM
3498
Campbell Wealth Management
Virginia
$756K -$58.7K -380 -8%
HCA
3499
Hyperion Capital Advisors
New York
$756K – – –
HFS
3500
Horizon Financial Services
North Carolina
$753K +$40.2K +260 +6%
138 139
140
141 142