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BA

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1676
TrueWealth Advisors
Alabama
$356K – – –
SIS
1677
Strategic Investment Solutions
Illinois
$355K +$22.1K +98 +6%
WCM
1678
Whitener Capital Management
North Carolina
$355K +$94.7K +420 +34%
QCIG
1679
Quad-Cities Investment Group
Iowa
$354K – – –
LCM
1680
LCM Capital Management
Illinois
$354K – – –
UWPG
1681
Ullmann Wealth Partners Group
Florida
$353K +$1.35K +6 +0.4%
BWL
1682
Bogart Wealth LLC
Virginia
$351K -$62.5K -277 -15%
PGF
1683
Plan Group Financial
Oklahoma
$351K -$2.03K -9 -0.6%
TCBWMS
1684
Texas Capital Bank Wealth Management Services
Texas
$350K +$366K +1,623 New
LFG
1685
Lockerman Financial Group
California
$350K – – –
PCG
1686
PFC Capital Group
California
$350K +$126K +560 +53%
TIM
1687
Total Investment Management
Arizona
$349K -$225 -1 -0.1%
AP
1688
Appleton Partners
Massachusetts
$349K +$11.9K +53 +3%
GCA
1689
Gradient Capital Advisors
California
$349K +$4.96K +22 +1%
EWA
1690
Emergent Wealth Advisors
New York
$349K +$365K +1,617 New
DWM
1691
Drive Wealth Management
Utah
$349K +$8.12K +36 +2%
FB
1692
Fulton Bank
Pennsylvania
$348K +$9.47K +42 +3%
OL
1693
OneFund LLC
Florida
$347K +$14.2K +63 +4%
NCMW
1694
Northern Capital Management (Washington)
Washington
$347K -$19.2K -85 -5%
RI
1695
Ridgewood Investments
New Jersey
$346K -$77.6K -344 -16%
IBOK
1696
Independence Bank of Kentucky
Kentucky
$346K -$2.71K -12 -0.7%
SCP
1697
Sivia Capital Partners
California
$346K +$16.2K +72 +5%
EFL
1698
ERn Financial LLC
Wisconsin
$345K +$30.7K +136 +9%
FWI
1699
Facet Wealth Inc
Maryland
$345K +$45.1K +200 +14%
KSWWM
1700
Keyes Stange & Wooten Wealth Management
Florida
$344K – – –
66 67
68
69 70