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Name Holding Trade Value Shares
Change 		Change in
Stake
FC
3151
Fulcrum Capital
Washington
$219K – – –
MC
3152
Middleton & Co
Massachusetts
$219K – – –
SM
3153
Sweeney & Michel
California
$219K +$1.84K +27 +0.8%
JWM
3154
JPL Wealth Management
Colorado
$218K +$218K +3,193 New
CMTU
3155
Capital Markets Trading (UK)
United Kingdom
$218K -$1.61M -23,601 -88%
IFPG
3156
Intrepid Financial Planning Group
Indiana
$218K +$7.22K +106 +3%
G
3157
GenTrust
Florida
$218K +$217K +3,179 New
CMI
3158
Clare Market Investments
Texas
$217K +$682 +10 +0.3%
MJP
3159
Michael J. Puzo
$216K – – –
BFA
3160
Buttonwood Financial Advisors
Maryland
$216K -$1.91K -28 -0.9%
CS
3161
Capital Square
Tennessee
$216K -$8.18K -120 -4%
WMA
3162
William Mack & Associates
Michigan
$216K -$3.34K -49 -2%
AA
3163
Acorns Advisers
California
$216K +$215K +3,150 New
II
3164
Impact Investors
California
$215K +$215K +3,150 New
HSG
3165
Helen Stephens Group
Texas
$215K +$214K +3,146 New
SFG
3166
Sterling Financial Group
California
$215K +$3.2K +47 +2%
BFS
3167
Beacon Financial Strategies
North Carolina
$215K – – –
SWM
3168
Steinberganna Wealth Management
New York
$215K +$214K +3,140 New
DHC
3169
Drum Hill Capital
Connecticut
$214K – – –
SWM
3170
Shakespeare Wealth Management
Wisconsin
$214K +$2.59K +38 +1%
AC
3171
AWM Capital
Arizona
$214K -$50.2K -737 -19%
CWMS
3172
Cannon Wealth Management Services
North Carolina
$212K +$12.3K +180 +6%
CWM
3173
Chemistry Wealth Management
New York
$211K -$45.9K -674 -18%
WQ
3174
Wealth Quarterback
New Jersey
$211K -$15.9K -233 -7%
CA
3175
CapWealth Advisors
Tennessee
$211K +$477 +7 +0.2%
125 126
127
128 129