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Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
3401
Dynamic Wealth Strategies
California
$262K -$6.89K -44 -3%
KBFS
3402
Kohmann Bosshard Financial Services
Ohio
$262K -$57.9K -370 -19%
4WM
3403
4J Wealth Management
Virginia
$261K – – –
MCM
3404
Mitchell Capital Management
Kansas
$261K +$9.39K +60 +4%
MWM
3405
MBE Wealth Management
Wisconsin
$260K -$10.2K -65 -4%
CC
3406
Capstone Capital
Nevada
$260K +$1.72K +11 +0.7%
LAS
3407
Lloyd Advisory Services
Georgia
$260K +$21.9K +140 +10%
BWA
3408
Bestgate Wealth Advisors
Maryland
$259K -$3.91K -25 -2%
SCM
3409
Sage Capital Management
New Jersey
$259K – – –
WAOI
3410
Wealth Advisors of Iowa
Iowa
$259K +$7.36K +47 +3%
SGC
3411
Slocum, Gordon & Co
Rhode Island
$259K – – –
MSA
3412
McAlister Sweet & Associates
Texas
$258K +$242K +1,543 New
DI
3413
DDFG Inc
California
$258K – – –
MIM
3414
Meixler Investment Management
Arizona
$258K -$23.5K -150 -9%
OCPWS
3415
One Charles Private Wealth Services
Massachusetts
$258K – – –
NA
3416
Novus Advisors
South Carolina
$257K -$313 -2 -0.1%
SHJ
3417
Sharkey, Howes & Javer
Colorado
$257K -$148K -946 -38%
CWA
3418
Canvas Wealth Advisors
Kansas
$256K -$25.2K -161 -8%
PFG
3419
Putney Financial Group
California
$256K -$174K -1,114 -42%
MQWP
3420
Morey & Quinn Wealth Partners
Nebraska
$255K +$4.85K +31 +2%
CWM
3421
Crowley Wealth Management
Delaware
$255K +$1.72K +11 +0.7%
EWA
3422
Evolution Wealth Advisors
Florida
$254K -$11K -70 -4%
LI
3423
LVZ Inc
Michigan
$254K – – –
FPTW
3424
Franklin, Parlapiano, Turner & Welch
Texas
$251K – – –
WCFA
3425
Walkner Condon Financial Advisors
Wisconsin
$251K +$235K +1,501 New
135 136
137
138 139