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Name Holding Trade Value Shares
Change 		Change in
Stake
TW
3176
Towerpoint Wealth
California
$430K +$383K +3,660 New
JF
3177
JSF Financial
California
$430K -$18.3K -175 -5%
DMC
3178
Drexel Morgan & Co
Pennsylvania
$429K – – –
VPW
3179
Vaquero Private Wealth
Texas
$428K +$382K +3,648 New
BWS
3180
Buck Wealth Strategies
Colorado
$428K -$54.9K -525 -13%
DQRIM
3181
Dale Q Rice Investment Management
Washington
$426K – – –
AA
3182
AlphaCentric Advisors
Puerto Rico
$426K +$22K +210 +6%
JDLA
3183
J. Derek Lewis & Associates
California
$426K +$379K +3,627 New
OFW
3184
Omnia Family Wealth
Florida
$425K +$3.87K +37 +1%
MCM
3185
Mendel Capital Management
Arkansas
$425K +$1.46K +14 +0.4%
VIP
3186
Vista Investment Partners
Oklahoma
$425K -$3.97K -38 -1%
HWMG
3187
Hurlow Wealth Management Group
Indiana
$425K +$5.44K +52 +1%
FC
3188
Financial Consulate
Maryland
$423K +$24.4K +233 +7%
FA
3189
FSA Advisors
Michigan
$423K -$278K -2,662 -42%
FCIM
3190
Fairview Capital Investment Management
California
$422K +$17.9K +171 +5%
SCA
3191
Sandy Cove Advisors
Massachusetts
$422K +$1.78K +17 +0.5%
AWA
3192
ARQ Wealth Advisors
Arizona
$422K -$7.62M -72,895 -95%
SFG
3193
Sather Financial Group
Texas
$422K +$59.5K +569 +19%
KFS
3194
Kelly Financial Services
Massachusetts
$421K +$2.09K +20 +0.6%
CA
3195
Centennial Advisors
Texas
$421K -$20.6K -197 -5%
MWC
3196
MBM Wealth Consultants
Missouri
$421K -$339K -3,246 -48%
LWA
3197
Lantern Wealth Advisors
New York
$421K -$32.5K -311 -8%
IPW
3198
Invictus Private Wealth
Colorado
$420K +$46.3K +443 +14%
SWTS
3199
Stonehaven Wealth & Tax Solutions
Wisconsin
$420K +$4.39K +42 +1%
HIM
3200
Hanlon Investment Management
New Jersey
$419K -$177K -1,689 -32%
126 127
128
129 130