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Name Holding Trade Value Shares
Change 		Change in
Stake
HHGA
2551
Halbert Hargrove Global Advisors
California
$275K -$33.9K -354 -10%
GB
2552
Goepper Burkhardt
South Carolina
$274K +$30.6K +320 +11%
UWM
2553
USAdvisors Wealth Management
Minnesota
$273K +$29.7K +311 +11%
ECG
2554
EPIQ Capital Group
California
$273K +$5.36K +56 +2%
KA
2555
Kooman & Associates
Pennsylvania
$272K +$300K +3,133 New
BLC
2556
Brown, Lisle/Cummings
Rhode Island
$272K +$69.7K +729 +30%
TCM
2557
True Capital Management
California
$272K +$299K +3,126 New
OTL
2558
Oak Thistle LLC
New York
$272K -$86.3K -902 -22%
PHM
2559
Prospect Hill Management
New Jersey
$272K -$57.4K -600 -16%
CCG
2560
Capital CS Group
California
$272K – – –
WCWM
2561
Willow Creek Wealth Management
California
$271K -$20.1K -210 -6%
MA
2562
MBA Advisors
Pennsylvania
$271K -$123K -1,290 -29%
SFM
2563
Signet Financial Management
New Jersey
$270K -$5.93K -62 -2%
WWM
2564
WJ Wealth Management
Arizona
$269K – – –
CGH
2565
CMG Global Holdings
Texas
$269K -$121K -1,261 -29%
IAG
2566
Investmark Advisory Group
Connecticut
$269K +$16.9K +177 +6%
SWM
2567
Sendero Wealth Management
Texas
$269K +$59.1K +618 +25%
KPWG
2568
KFA Private Wealth Group
Virginia
$269K +$50.1K +524 +20%
OCPWS
2569
One Charles Private Wealth Services
Massachusetts
$269K +$2.96K +31 +1%
CG
2570
CFO4Life Group
Texas
$268K +$96 +1 +0%
C
2571
CFO4Life
Texas
$268K +$295K +3,085 New
MSFP
2572
Mark Sheptoff Financial Planning
Connecticut
$267K – – –
CIP
2573
Convergence Investment Partners
Florida
$267K -$39.5K -413 -12%
CC
2574
Callan Capital
California
$267K -$122K -1,271 -29%
TCM
2575
Tradewinds Capital Management
Washington
$266K – – –
101 102
103
104 105