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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
3101
Kendall Capital Management
Maryland
$263K – – –
GAM
3102
Gould Asset Management
California
$263K +$266K +1,788 New
HWMC
3103
Heritage Wealth Management (California)
California
$263K -$3.57K -24 -1%
CAL
3104
Capital Advisors Ltd
Ohio
$263K +$25.5K +171 +11%
SMA
3105
Seven Mile Advisory
New Jersey
$263K -$59.5K -400 -18%
LCM
3106
Liberty Capital Management
Michigan
$262K -$41.5K -279 -14%
MAG
3107
M3 Advisory Group
Massachusetts
$261K -$4.76K -32 -2%
WWG
3108
West Wealth Group
California
$261K +$263K +1,770 New
NCM
3109
Next Capital Management
New York
$260K -$36.3K -244 -12%
NWM
3110
Northwest Wealth Management
Iowa
$260K -$17.6K -118 -6%
MWM
3111
Mascoma Wealth Management
New Hampshire
$260K – – –
LGG
3112
Luts & Greenleigh Group
Maryland
$260K -$68K -457 -21%
WAM
3113
Worth Asset Management
Texas
$260K – – –
SSWM
3114
Strait & Sound Wealth Management
California
$260K -$288K -1,938 -52%
PA
3115
Planning Alternatives
Michigan
$260K -$3.27K -22 -1%
RCM
3116
Ridgepath Capital Management
Tennessee
$259K +$2.98K +20 +1%
BA
3117
BCM Advisors
Louisiana
$259K -$5.21K -35 -2%
OCM
3118
Osterweis Capital Management
California
$258K -$20.8K -140 -7%
AFS
3119
Axiom Financial Strategies
Indiana
$257K +$260K +1,748 New
IPWA
3120
International Private Wealth Advisors
California
$257K -$8.78K -59 -3%
AIA
3121
Arbor Investment Advisors
North Carolina
$257K – – –
AFGAS
3122
Allegiance Financial Group Advisory Services
Virginia
$257K -$14.3K -96 -5%
GCIM
3123
Gunn & Company Investment Management
Florida
$256K -$2.02M -13,603 -89%
VFP
3124
Verus Financial Partners
Virginia
$256K -$7.29K -49 -3%
IAG
3125
Investment Advisory Group
Massachusetts
$256K +$5.36K +36 +2%
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