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Name Holding Trade Value Shares
Change 		Change in
Stake
VFP
3026
Verus Financial Partners
Virginia
$253K +$252K +3,696 New
CGA
3027
Crescent Grove Advisors
Illinois
$252K +$26K +382 +12%
WA
3028
Wealthstream Advisors
New York
$251K +$34.7K +509 +16%
DMC
3029
Drexel Morgan & Co
Pennsylvania
$250K – – –
PCM
3030
Payne Capital Management
New York
$250K – – –
JF
3031
JSF Financial
California
$249K +$1.16K +17 +0.5%
GWM
3032
GDS Wealth Management
Texas
$249K +$248K +3,643 New
I
3033
INVST
Indiana
$249K +$24.1K +353 +11%
HFS
3034
Hopwood Financial Services
Virginia
$249K -$3.27K -48 -1%
AWA
3035
Aletheian Wealth Advisors
Washington
$249K +$3.48K +51 +1%
VIP
3036
Vista Investment Partners
Oklahoma
$248K +$204 +3 +0.1%
TPWA
3037
Twin Peaks Wealth Advisors
California
$248K -$29.2K -428 -11%
ODIJL
3038
One Day In July LLC
Vermont
$248K -$12.7K -186 -5%
PA
3039
Prossimo Advisors
California
$248K +$247K +3,627 New
VI
3040
VanderPol Investments
Michigan
$248K -$22.2K -325 -8%
SOW
3041
State of Wyoming
Wyoming
$248K -$1.79M -26,219 -88%
TCG
3042
Transcendent Capital Group
Oklahoma
$248K +$18.8K +276 +8%
CCM
3043
Compass Capital Management
Minnesota
$248K +$247K +3,618 New
WIM
3044
Warwick Investment Management
Texas
$247K -$2.45K -36 -1%
FC
3045
Financial Consulate
Maryland
$247K +$246K +3,614 New
CWM
3046
Cherrydale Wealth Management
New Jersey
$247K – – –
ATWA
3047
Arbor Trust Wealth Advisors
Michigan
$247K -$32.4K -475 -12%
GCP
3048
GSA Capital Partners
United Kingdom
$246K -$1.24M -18,241 -84%
CWA
3049
Consilio Wealth Advisors
Washington
$246K -$1.7K -25 -0.7%
T
3050
Tableaux
Massachusetts
$246K +$245K +3,590 New
120 121
122
123 124