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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
3151
JPL Wealth Management
Colorado
$218K +$218K +3,193 New
CMTU
3152
Capital Markets Trading (UK)
United Kingdom
$218K -$1.61M -23,601 -88%
IFPG
3153
Intrepid Financial Planning Group
Indiana
$218K +$7.22K +106 +3%
G
3154
GenTrust
Florida
$218K +$217K +3,179 New
CMI
3155
Clare Market Investments
Texas
$217K +$682 +10 +0.3%
MJP
3156
Michael J. Puzo
$216K – – –
BFA
3157
Buttonwood Financial Advisors
Maryland
$216K -$1.91K -28 -0.9%
CS
3158
Capital Square
Tennessee
$216K -$8.18K -120 -4%
WMA
3159
William Mack & Associates
Michigan
$216K -$3.34K -49 -2%
AA
3160
Acorns Advisers
California
$216K +$215K +3,150 New
II
3161
Impact Investors
California
$215K +$215K +3,150 New
HSG
3162
Helen Stephens Group
Texas
$215K +$214K +3,146 New
SFG
3163
Sterling Financial Group
California
$215K +$3.2K +47 +2%
BFS
3164
Beacon Financial Strategies
North Carolina
$215K – – –
SWM
3165
Steinberganna Wealth Management
New York
$215K +$214K +3,140 New
DHC
3166
Drum Hill Capital
Connecticut
$214K – – –
SWM
3167
Shakespeare Wealth Management
Wisconsin
$214K +$2.59K +38 +1%
AC
3168
AWM Capital
Arizona
$214K -$50.2K -737 -19%
CWMS
3169
Cannon Wealth Management Services
North Carolina
$212K +$12.3K +180 +6%
CWM
3170
Chemistry Wealth Management
New York
$211K -$45.9K -674 -18%
WQ
3171
Wealth Quarterback
New Jersey
$211K -$15.9K -233 -7%
CA
3172
CapWealth Advisors
Tennessee
$211K +$477 +7 +0.2%
ES
3173
ETF Store
Kansas
$211K -$8.79K -129 -4%
LI
3174
Louisbourg Investments
New Brunswick, Canada
$211K +$182K +2,675 +656%
AWA
3175
ARQ Wealth Advisors
Arizona
$211K +$210K +3,082 New
125 126
127
128 129