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Name Holding Trade Value Shares
Change 		Change in
Stake
ONGA
5201
O'Neil Global Advisors
California
$712K -$668K -2,918 -49%
SMWM
5202
Silvia McColl Wealth Management
California
$710K – – –
WFC
5203
Western Financial Corp
California
$710K +$10.1K +44 +1%
KL
5204
Keenan LLC
Massachusetts
$709K +$702K +3,070 New
CIR
5205
Clear Investment Research
Georgia
$705K -$32K -140 -4%
AAMC
5206
Asset Allocation & Management Company
Illinois
$705K – – –
WA
5207
Whipplewood Advisors
Colorado
$703K +$28.6K +125 +4%
SWM
5208
Stronghold Wealth Management
Florida
$701K +$695K +3,039 New
BA
5209
Brightwater Advisory
Florida
$701K +$4.58K +20 +0.7%
AF
5210
Abound Financial
California
$700K +$130K +570 +23%
LAM
5211
Lifestyle Asset Management
Texas
$698K +$61.8K +270 +10%
HNWA
5212
Henrickson Nauta Wealth Advisors
Michigan
$698K +$292K +1,277 +79%
PEWA
5213
Pacific Excel Wealth Advisors
California
$697K +$695K +3,039 New
CMMS
5214
Comprehensive Money Management Services
Florida
$697K – – –
PA
5215
Prossimo Advisors
California
$696K +$12.6K +55 +2%
FSCM
5216
Front Street Capital Management
Montana
$695K -$12.8K -56 -2%
BO
5217
Bank OZK
Arkansas
$695K -$25.2K -110 -4%
PIM
5218
Pullen Investment Management
Florida
$693K +$229 +1 +0%
PSA
5219
Plum Street Advisors
Louisiana
$693K -$84.2K -368 -11%
EWM
5220
Endowment Wealth Management
Wisconsin
$693K -$17.8K -78 -3%
SGM
5221
Scalar Gauge Management
Texas
$692K +$686K +3,000 New
CP
5222
Capital Planning
Washington
$692K +$14.2K +62 +2%
GCM
5223
Gladstone Capital Management
United Kingdom
$691K +$663K +2,900 +2,900%
SLA
5224
Silver Lake Advisory
Utah
$690K – – –
EWM
5225
Evolution Wealth Management
Florida
$689K +$53.1K +232 +8%
207 208
209
210 211