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Name Holding Trade Value Shares
Change 		Change in
Stake
TBC
3301
Ted Buchan & Co
California
$465K +$135K +740 +49%
JBA
3302
Johnson Bixby & Associates
Washington
$465K +$30.3K +166 +8%
APW
3303
Aventura Private Wealth
Florida
$464K +$21.9K +120 +6%
BWM
3304
BlackDiamond Wealth Management
New York
$464K +$62K +340 +18%
AWA
3305
Archvest Wealth Advisors
California
$464K -$95.6K -524 -19%
OCWP
3306
Owl Creek Wealth Partners
Colorado
$463K +$408K +2,236 New
KFAS
3307
Keating Financial Advisory Services
Kansas
$463K -$48.9K -268 -11%
RSS
3308
Rosenblum Silverman Sutton
California
$462K +$365 +2 +0.1%
HWMG
3309
Hurlow Wealth Management Group
Indiana
$462K +$365 +2 +0.1%
VNA
3310
Valley National Advisers
Pennsylvania
$460K +$15.9K +87 +4%
CWMG
3311
Compass Wealth Management (Georgia)
Georgia
$460K +$182 +1 +0%
SFS
3312
Strategic Financial Services
New York
$460K – – –
WBG
3313
Wharton Business Group
Pennsylvania
$459K – – –
ACM
3314
Appalachian Capital Management
Ohio
$459K +$39.8K +218 +11%
HA
3315
Helium Advisors
Washington
$458K +$25.3K +139 +7%
OCPWS
3316
One Charles Private Wealth Services
Massachusetts
$457K +$34.5K +189 +9%
CMAI
3317
Capital Management Associates Inc
Minnesota
$456K +$66.2K +363 +20%
RCWM
3318
Royal Capital Wealth Management
Indiana
$456K -$39.8K -218 -9%
JLBC
3319
J.L. Bainbridge & Co
Florida
$455K +$11.9K +65 +3%
WCM
3320
Wallace Capital Management
Texas
$455K -$11.9K -65 -3%
VCM
3321
Vivaldi Capital Management
Illinois
$455K +$16.4K +90 +4%
BSG
3322
Black Swift Group
Colorado
$454K -$182K -1,000 -31%
PWMA
3323
Pension & Wealth Management Advisors
Massachusetts
$454K -$8.75K -48 -2%
CWMK
3324
Caliber Wealth Management (Kansas)
Kansas
$454K +$82.8K +454 +26%
PWC
3325
Pathfinder Wealth Consulting
North Carolina
$453K -$62.2K -341 -13%
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133
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