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Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
2626
Institute for Wealth Management
Colorado
$644K -$6.11K -39 -1%
PWM
2627
Purus Wealth Management
California
$641K +$5.01K +32 +0.8%
NCMW
2628
Northern Capital Management (Washington)
Washington
$640K – – –
CCA
2629
Coign Capital Advisors
Utah
$640K -$26.5K -169 -4%
RGC
2630
Roberts, Glore & Co
Illinois
$639K +$7.98K +51 +1%
LWM
2631
Lakeridge Wealth Management
Ohio
$638K -$9.24K -59 -2%
OIM
2632
Oder Investment Management
California
$638K +$17.4K +111 +3%
RLIM
2633
Red Lighthouse Investment Management
New York
$638K +$939 +6 +0.1%
ML
2634
McAdam LLC
Pennsylvania
$636K -$1.1K -7 -0.2%
AFT
2635
Alpha Family Trust
California
$636K +$378K +2,415 +174%
BWP
2636
Bernardo Wealth Planning
Pennsylvania
$634K -$5.32K -34 -0.9%
ONSWM
2637
Old North State Wealth Management
North Carolina
$634K +$40.7K +260 +7%
CIA
2638
Cladis Investment Advisory
Montana
$632K +$7.83K +50 +1%
SIC
2639
Sterling Investment Counsel
New York
$628K +$246K +1,573 +72%
RMSCM
2640
R.M. Sincerbeaux Capital Management
New York
$627K – – –
GEA
2641
Glen Eagle Advisors
New Jersey
$627K -$36.3K -232 -6%
GJIA
2642
Glass Jacobson Investment Advisors
Maryland
$626K – – –
PWM
2643
Prentice Wealth Management
New York
$626K +$21.6K +138 +4%
TTIC
2644
Tower Trust & Investment Company
Iowa
$626K +$720K +4,600 New
EA
2645
Eclectic Associates
California
$626K +$62K +396 +12%
EWM
2646
Elite Wealth Management
Washington
$625K -$235K -1,500 -29%
OCG
2647
Opus Capital Group
Ohio
$625K +$7.2K +46 +1%
PSF
2648
Pacific Sun Financial
California
$625K -$20.2K -129 -3%
HA
2649
HC Advisors
Georgia
$625K -$6.89K -44 -1%
KFA
2650
Kapstone Financial Advisors
Ohio
$625K -$7.2K -46 -1%
104 105
106
107 108