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Name Holding Trade Value Shares
Change 		Change in
Stake
SPIO
3576
Seven Post Investment Office
California
$703K +$205K +1,200 +40%
OWA
3577
Outlook Wealth Advisors
Texas
$700K -$44.5K -260 -6%
OGF
3578
Orin Green Financial
California
$700K -$20.5K -120 -3%
SCS
3579
Syquant Capital SAS
France
$700K +$68.5K +400 +11%
RTL
3580
Red Tortoise LLC
Georgia
$697K -$13.6M -79,360 -95%
CWM
3581
CCG Wealth Management
California
$697K -$10.3K -60 -1%
FG
3582
Foster Group
Iowa
$697K +$3.42K +20 +0.5%
KCM
3583
KRS Capital Management
Michigan
$696K +$715K +4,180 New
KNW
3584
Kesler Norman & Wride
Utah
$694K -$27.4K -160 -4%
WA
3585
Wealthstream Advisors
New York
$694K +$712K +4,160 New
ICP
3586
Interchange Capital Partners
Pennsylvania
$686K -$188K -1,100 -21%
TIM
3587
Total Investment Management
Arizona
$684K -$144K -840 -17%
MIM
3588
Martin Investment Management
Florida
$684K -$17.1K -100 -2%
EA
3589
Eclectic Associates
California
$684K +$3.42K +20 +0.5%
RWP
3590
Ridgecrest Wealth Partners
California
$684K +$34.2K +200 +5%
LTL
3591
Lowery Thomas LLC
California
$684K +$702K +4,100 New
BC
3592
Bowman & Company
Wisconsin
$683K +$705K +4,120 New
WCM
3593
Windsor Capital Management
Arizona
$681K +$75.3K +440 +12%
LCM
3594
LVM Capital Management
Michigan
$680K -$6.85K -40 -1%
MCM
3595
MV Capital Management
Maryland
$680K +$71.9K +420 +11%
TC
3596
Trilogy Capital
California
$680K +$123K +720 +21%
APA
3597
Astoria Portfolio Advisors
New York
$680K +$698K +4,080 New
DHGWA
3598
Dixon Hughes Goodman Wealth Advisors
North Carolina
$680K +$698K +4,080 New
LFA
3599
Level Financial Advisors
New York
$680K +$698K +4,080 New
VW
3600
Vance Wealth
California
$680K +$698K +4,080 New
142 143
144
145 146