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Name Holding Trade Value Shares
Change 		Change in
Stake
RPGK
3576
Retirement Planning Group (Kansas)
Kansas
$448K -$30.4K -243 -5%
SPIO
3577
Seven Post Investment Office
California
$448K – – –
SWP
3578
ShoreHaven Wealth Partners
New Jersey
$448K +$183K +1,460 +53%
WAM
3579
Weiss Asset Management
Massachusetts
$447K +$527K +4,213 New
VCM
3580
Versant Capital Management
Arizona
$446K +$60.1K +480 +13%
OWM
3581
Opes Wealth Management
California
$445K -$164K -1,310 -24%
CWM
3582
Cordatus Wealth Management
Pennsylvania
$445K -$101K -810 -16%
CGFA
3583
Colton Groome Financial Advisors
North Carolina
$444K +$40K +320 +8%
WP
3584
Wealthspan Partners
Iowa
$443K -$33.9K -271 -6%
KCM
3585
KRS Capital Management
Michigan
$443K – – –
EMG
3586
ETF Managers Group
New Jersey
$442K -$2.94M -23,480 -85%
HWA
3587
Heartwood Wealth Advisors
Virginia
$442K -$12.5K -100 -2%
PWA
3588
Peterson Wealth Advisors
Utah
$442K -$2.5K -20 -0.5%
FFG
3589
Fortem Financial Group
California
$442K +$10K +80 +2%
WRM
3590
Weybosset Research & Management
Rhode Island
$442K +$521K +4,160 New
RTL
3591
Red Tortoise LLC
Georgia
$441K +$9.51K +76 +2%
CWM
3592
Chicago Wealth Management
Illinois
$440K +$128K +1,020 +33%
EW
3593
Element Wealth
Mississippi
$439K +$51.6K +412 +11%
DPI
3594
Diversified Portfolios Inc
Michigan
$438K -$220K -1,760 -30%
SGA
3595
Seaport Global Advisors
Massachusetts
$438K +$279K +2,227 +117%
SNBOSD
3596
Security National Bank of So Dak
Iowa
$437K -$53.2K -425 -9%
AAM
3597
Augustine Asset Management
Florida
$437K +$255K +2,035 +98%
AMR
3598
Asset Management Resources
Massachusetts
$436K +$45.3K +362 +10%
SEC
3599
Seven Eight Capital
New York
$436K +$513K +4,102 New
WC
3600
Weil Company
California
$434K +$3.88K +31 +0.8%
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144
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