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Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
3626
Allen Capital Group
Nebraska
$405K -$1.63M -16,494 -77%
AWA
3627
Archvest Wealth Advisors
California
$405K +$89.5K +906 +23%
SAM
3628
Stone Asset Management
Texas
$405K -$19.8K -200 -4%
DWMG
3629
DB Wealth Management Group
California
$405K – – –
BHWM
3630
Beaird Harris Wealth Management
Texas
$405K +$154K +1,556 +48%
OGF
3631
Orin Green Financial
California
$403K +$9.88K +100 +2%
OWA
3632
Outlook Wealth Advisors
Texas
$403K +$23.7K +240 +5%
HCM
3633
Hutchinson Capital Management
California
$402K -$2.17K -22 -0.5%
HFA
3634
High Falls Advisors
New York
$401K +$53K +537 +13%
SWM
3635
Sugarloaf Wealth Management
Georgia
$401K -$1.77M -17,917 -79%
WIM
3636
Warwick Investment Management
Texas
$401K +$159K +1,607 +51%
MKA
3637
M. Kulyk & Associates
Georgia
$401K +$2.37K +24 +0.5%
FAM
3638
Flaharty Asset Management
Florida
$400K -$47.3K -479 -9%
LL
3639
LPWM LLC
Minnesota
$400K +$181K +1,830 +70%
GPA
3640
Guerra Pan Advisors
New Jersey
$398K -$3.95K -40 -0.8%
FFWM
3641
Future Financial Wealth Management
Ohio
$398K +$109K +1,105 +30%
AGA
3642
Arkos Global Advisors
Texas
$397K +$88.9K +900 +23%
BBPWM
3643
Blue Bell Private Wealth Management
Pennsylvania
$397K +$47.6K +482 +11%
AA
3644
Alesco Advisors
New York
$396K -$117K -1,183 -20%
RB
3645
Richmond Brothers
Michigan
$396K -$370K -3,746 -44%
CA
3646
Carson Advisory
Georgia
$394K +$63.2K +640 +16%
KA
3647
Kearns & Associates
California
$391K +$460K +4,660 New
LCM
3648
LVM Capital Management
Michigan
$390K – – –
HCA
3649
Hyperion Capital Advisors
New York
$390K – – –
SNBOSD
3650
Security National Bank of So Dak
Iowa
$389K +$69.9K +708 +18%
144 145
146
147 148