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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
5251
ClientFirst Wealth Management
Arkansas
$325K +$303K +1,480 New
AA
5252
Argent Advisors
Louisiana
$324K +$16K +78 +6%
MWM
5253
Magnolia Wealth Management
Alabama
$324K – – –
EIA
5254
Eldridge Investment Advisors
New Hampshire
$324K – – –
ACM
5255
Absolute Capital Management
Pennsylvania
$323K -$898K -4,387 -75%
CWP
5256
Corepath Wealth Partners
Arizona
$323K +$3.27K +16 +1%
VFP
5257
Verus Financial Partners
Virginia
$323K +$14.7K +72 +5%
GCWM
5258
Graham Capital Wealth Management
District of Columbia
$322K – – –
PIA
5259
Pollock Investment Advisors
Michigan
$321K +$299K +1,462 New
FFO
5260
Fiduciary Family Office
Florida
$320K -$3.46M -16,901 -92%
NHFG
5261
New Harbor Financial Group
Massachusetts
$320K -$20.5K -100 -6%
EPP
5262
ETF Portfolio Partners
Kansas
$320K – – –
WFM
5263
Wolff Financial Management
Michigan
$320K -$1.23K -6 -0.4%
CC
5264
Capstone Capital
Nevada
$317K +$4.5K +22 +2%
SC
5265
Schubert & Co
Texas
$315K +$49.9K +244 +20%
VV
5266
Verity & Verity
South Carolina
$315K +$32.9K +161 +13%
AA
5267
Aufman Associates
Pennsylvania
$315K -$31.1K -152 -10%
SWM
5268
Shakespeare Wealth Management
Wisconsin
$313K +$33.1K +162 +13%
BA
5269
BCM Advisors
Louisiana
$313K +$30.1K +147 +12%
MFG
5270
Mainsail Financial Group
Washington
$312K +$11.5K +56 +4%
EFMH
5271
E Fund Management (HK)
Hong Kong
$312K +$54.2K +265 +23%
CPWM
5272
Cypress Point Wealth Management
Texas
$311K -$514K -2,511 -64%
MA
5273
MAS Advisors
Florida
$311K +$2.05K +10 +0.7%
KCAM
5274
Kagan Cocozza Asset Management
New Jersey
$311K +$290K +1,416 New
MSA
5275
McAlister Sweet & Associates
Texas
$310K -$307K -1,500 -51%
209 210
211
212 213