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Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
3001
Parcion Private Wealth
Washington
$257K -$30.4K -495 -12%
DFP
3002
Defined Financial Planning
California
$257K -$46.8K -762 -17%
EFL
3003
ERn Financial LLC
Wisconsin
$256K -$25.5K -415 -10%
HFS
3004
Hopwood Financial Services
Virginia
$256K -$21.4K -348 -9%
LAM
3005
Lifestyle Asset Management
Texas
$255K +$2.27K +37 +1%
CWMGP
3006
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$255K +$226K +3,677 New
NWM
3007
Northwest Wealth Management
Iowa
$255K +$226K +3,672 New
BSHC
3008
Breed's Hill Capital
Massachusetts
$254K – – –
BI
3009
Binnacle Investments
Iowa
$254K +$22.9K +372 +11%
WIM
3010
Warwick Investment Management
Texas
$253K -$32.8K -533 -13%
DMC
3011
Drexel Morgan & Co
Pennsylvania
$253K – – –
PCM
3012
Payne Capital Management
New York
$253K +$224K +3,650 New
FNBOMD
3013
First National Bank of Mount Dora
Florida
$253K – – –
CC
3014
Climber Capital
Switzerland
$252K +$225K +3,655 New
NC
3015
NBW Capital
Massachusetts
$252K +$23.7K +386 +12%
JF
3016
JSF Financial
California
$252K +$3.26K +53 +1%
VIP
3017
Vista Investment Partners
Oklahoma
$252K -$1.19M -19,392 -84%
PHWM
3018
Pine Harbor Wealth Management
Maryland
$251K +$307 +5 +0.1%
A
3019
Argentarii
Ohio
$251K -$17.8K -290 -7%
CWM
3020
Cherrydale Wealth Management
New Jersey
$250K -$9.16K -149 -4%
WAM
3021
WNY Asset Management
New York
$250K -$3.07K -50 -1%
PAG
3022
Private Advisory Group
Washington
$250K -$169K -2,747 -43%
FM
3023
Family Management
New York
$249K +$221K +3,594 New
AWA
3024
Aletheian Wealth Advisors
Washington
$249K -$21.7K -353 -9%
CWA
3025
Consilio Wealth Advisors
Washington
$248K -$13.5K -220 -6%
119 120
121
122 123