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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3026
Wealthstream Advisors
New York
$251K +$34.7K +509 +16%
DMC
3027
Drexel Morgan & Co
Pennsylvania
$250K – – –
PCM
3028
Payne Capital Management
New York
$250K – – –
JF
3029
JSF Financial
California
$249K +$1.16K +17 +0.5%
GWM
3030
GDS Wealth Management
Texas
$249K +$248K +3,643 New
I
3031
INVST
Indiana
$249K +$24.1K +353 +11%
HFS
3032
Hopwood Financial Services
Virginia
$249K -$3.27K -48 -1%
AWA
3033
Aletheian Wealth Advisors
Washington
$249K +$3.48K +51 +1%
VIP
3034
Vista Investment Partners
Oklahoma
$248K +$204 +3 +0.1%
TPWA
3035
Twin Peaks Wealth Advisors
California
$248K -$29.2K -428 -11%
ODIJL
3036
One Day In July LLC
Vermont
$248K -$12.7K -186 -5%
PA
3037
Prossimo Advisors
California
$248K +$247K +3,627 New
VI
3038
VanderPol Investments
Michigan
$248K -$22.2K -325 -8%
SOW
3039
State of Wyoming
Wyoming
$248K -$1.79M -26,219 -88%
TCG
3040
Transcendent Capital Group
Oklahoma
$248K +$18.8K +276 +8%
CCM
3041
Compass Capital Management
Minnesota
$248K +$247K +3,618 New
WIM
3042
Warwick Investment Management
Texas
$247K -$2.45K -36 -1%
FC
3043
Financial Consulate
Maryland
$247K +$246K +3,614 New
CWM
3044
Cherrydale Wealth Management
New Jersey
$247K – – –
ATWA
3045
Arbor Trust Wealth Advisors
Michigan
$247K -$32.4K -475 -12%
GCP
3046
GSA Capital Partners
United Kingdom
$246K -$1.24M -18,241 -84%
CWA
3047
Consilio Wealth Advisors
Washington
$246K -$1.7K -25 -0.7%
T
3048
Tableaux
Massachusetts
$246K +$245K +3,590 New
HWM
3049
Horizon Wealth Management
Illinois
$245K +$7.7K +113 +3%
PFM
3050
Phillips Financial Management
Indiana
$245K +$39.1K +574 +19%
120 121
122
123 124