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Name Holding Trade Value Shares
Change 		Change in
Stake
WMA
1926
William Mack & Associates
Michigan
$614K -$24.6K -223 -4%
MCCP
1927
Mission Creek Capital Partners
California
$614K -$31.7K -288 -4%
KSWWM
1928
Keyes Stange & Wooten Wealth Management
Florida
$614K -$7.05K -64 -1%
IIL
1929
Income Insurance Ltd
$613K +$594K +5,391 New
FBC
1930
Fairfield, Bush & Co
Connecticut
$612K -$14K -127 -2%
GRR
1931
Golden Reserve Retirement
Ohio
$611K +$592K +5,371 New
PCA
1932
Peddock Capital Advisors
Massachusetts
$610K +$6.72K +61 +1%
MPWS
1933
McCarter Private Wealth Services
Massachusetts
$609K +$178K +1,615 +43%
PWAM
1934
Private Wealth Asset Management
Iowa
$608K -$18.8K -171 -3%
GS
1935
GWN Securities
Florida
$607K +$37.3K +339 +7%
CA
1936
Calton & Associates
Florida
$607K +$7.82K +71 +1%
GFPC
1937
Global Financial Private Client
Florida
$605K -$86.1K -782 -13%
PCA
1938
Pallas Capital Advisors
Massachusetts
$605K +$9.14K +83 +2%
TPA
1939
Trivium Point Advisory
Connecticut
$604K -$224K -2,037 -28%
MAWCM
1940
Mine & Arao Wealth Creation & Management
California
$604K – – –
RPGK
1941
Retirement Planning Group (Kansas)
Kansas
$603K -$64.8K -588 -10%
CH
1942
Cromwell Holdings
Wyoming
$602K – – –
CWMK
1943
Caliber Wealth Management (Kansas)
Kansas
$602K +$114K +1,037 +24%
FDCP
1944
Foster Dykema Cabot & Partners
Massachusetts
$602K -$180K -1,638 -24%
VCM
1945
Versant Capital Management
Arizona
$601K -$7.16K -65 -1%
OL
1946
OneFund LLC
Florida
$600K +$29.7K +270 +5%
NF
1947
Nvest Financial
New Hampshire
$599K +$253K +2,296 +77%
PIM
1948
Profit Investment Management
Maryland
$599K -$30.4K -276 -5%
SFG
1949
Strive Financial Group
Indiana
$598K +$579K +5,260 New
GPWM
1950
Grant Private Wealth Management
California
$598K -$6.17K -56 -1%
76 77
78
79 80