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Name Holding Trade Value Shares
Change 		Change in
Stake
SLA
4801
Silver Lake Advisory
Utah
$569K – – –
TCB
4802
Texas Capital Bancshares
Texas
$568K +$6.73K +31 +1%
TC
4803
TwinBeech Capital
New York
$568K -$39.1M -180,001 -98%
DK
4804
David Kennon
Florida
$567K +$4.77K +22 +0.7%
SNWA
4805
Siligmueller & Norvid Wealth Advisors
Illinois
$567K +$6.29K +29 +1%
WSFG
4806
Wall Street Financial Group
Illinois
$566K +$197K +910 +44%
SHF
4807
Stage Harbor Financial
Massachusetts
$565K -$60.3K -278 -9%
SWP
4808
ShoreHaven Wealth Partners
New Jersey
$564K -$53.4K -246 -8%
RIM
4809
RW Investment Management
Idaho
$563K -$8.68K -40 -1%
IFS
4810
Intelligent Financial Strategies
Minnesota
$563K – – –
PWP
4811
Phillips Wealth Planners
Mississippi
$563K +$6.94K +32 +1%
CCM
4812
Check Capital Management
California
$560K +$8.68K +40 +1%
EIM
4813
Ervin Investment Management
Washington
$560K +$84.8K +391 +15%
CMMS
4814
Comprehensive Money Management Services
Florida
$559K -$21.3K -98 -3%
NMG
4815
New Millennium Group
Utah
$559K -$6.13M -28,236 -91%
DWM
4816
David Wealth Management
Virginia
$557K -$2.17K -10 -0.3%
WFC
4817
Western Financial Corp
California
$556K +$30.2K +139 +5%
MAP
4818
Moody Aldrich Partners
Massachusetts
$554K -$13K -60 -2%
HCC
4819
Hirtle Callaghan & Co
Pennsylvania
$554K +$632K +2,913 New
PRP
4820
Peak Retirement Planning
Ohio
$554K +$34.7K +160 +6%
FFP
4821
Forbes Financial Planning
Rhode Island
$552K – – –
TLA
4822
Tanglewood Legacy Advisors
Texas
$551K – – –
WIP
4823
WealthCare Investment Partners
Rhode Island
$549K -$28.2K -130 -4%
PWM
4824
Penobscot Wealth Management
Maine
$547K -$18.7K -86 -3%
PCM
4825
Payne Capital Management
New York
$547K – – –
191 192
193
194 195