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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2076
Sentry Investment Management
Wisconsin
$515K – – –
PWM
2077
Pines Wealth Management
North Carolina
$515K +$23.2K +211 +5%
RTC
2078
Real Talk Capital
Tennessee
$512K +$240K +2,177 +94%
IWAO
2079
Independence Wealth Advisors (Ohio)
Ohio
$512K +$496K +4,502 New
GFA
2080
Gallagher Fiduciary Advisors
Illinois
$512K +$8.92K +81 +2%
S
2081
Sunpointe
Missouri
$511K +$20.4K +185 +4%
SWM
2082
Sendero Wealth Management
Texas
$511K -$18.6K -169 -4%
WRPWM
2083
Werba Rubin Papier Wealth Management
California
$510K +$14K +127 +3%
PWC
2084
Pathfinder Wealth Consulting
North Carolina
$510K +$493K +4,480 New
KIC
2085
Keating Investment Counselors
Florida
$510K -$6.61K -60 -1%
1WA
2086
180 Wealth Advisors
Washington
$509K -$8.81K -80 -2%
OWA
2087
Octavia Wealth Advisors
Ohio
$508K +$9.58K +87 +2%
AL
2088
Arnhold LLC
New York
$508K – – –
TSMHT
2089
Thurston Springer Miller Herd & Titak
Indiana
$507K +$472K +4,283 +2,476%
SSA
2090
Schonfeld Strategic Advisors
New York
$507K -$28M -254,012 -98%
PBF
2091
Petix & Botte Financial
California
$506K – – –
BMO
2092
Beck Mack & Oliver
New York
$505K -$19.2K -174 -4%
OIM
2093
Orca Investment Management
Oregon
$505K -$330 -3 -0.1%
ITIM
2094
Indiana Trust & Investment Management
Indiana
$504K – – –
VCM
2095
Vivaldi Capital Management
Illinois
$504K +$2.64K +24 +0.5%
IWA
2096
Inspirion Wealth Advisors
Illinois
$504K +$85K +772 +21%
WI
2097
WrapManager Inc
California
$504K -$61.8K -561 -11%
SSA
2098
Sierra Summit Advisors
Nevada
$503K -$7.71K -70 -2%
FCM
2099
Fairbanks Capital Management
California
$503K -$55.4K -503 -10%
GWM
2100
GK Wealth Management
Nevada
$502K -$17.8K -162 -4%
82 83
84
85 86