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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2226
Crew Capital Management
Ohio
$465K – – –
ACM
2227
Arcataur Capital Management
Wisconsin
$465K – – –
BFP
2228
Briaud Financial Planning
Texas
$464K -$294K -2,803 -40%
CPWA
2229
Cerro Pacific Wealth Advisors
California
$463K +$8.4K +80 +2%
CIG
2230
Consolidated Investment Group
Colorado
$462K – – –
AWM
2231
Accurate Wealth Management
Florida
$461K +$49.1K +467 +12%
AWM
2232
Aviso Wealth Management
Washington
$461K +$29.1K +277 +7%
OWM
2233
Orca Wealth Management
Florida
$460K +$434K +4,132 New
LFG
2234
Lockerman Financial Group
California
$460K -$8.4K -80 -2%
OWA
2235
ORBA Wealth Advisors
Illinois
$457K -$10.5K -100 -2%
WIM
2236
Wittenberg Investment Management
Massachusetts
$457K -$6.3K -60 -1%
SFS
2237
Summit Financial Strategies
Ohio
$457K – – –
CWM
2238
Collaborative Wealth Management
Florida
$457K -$369K -3,516 -46%
FSA
2239
Financial Security Advisor
Virginia
$456K -$840 -8 -0.2%
NFSG
2240
Newbridge Financial Services Group
Florida
$454K +$428K +4,078 New
NI
2241
Natural Investments
California
$454K +$429K +4,080 New
CWM
2242
Circle Wealth Management
New Jersey
$454K -$100K -956 -19%
W
2243
Wealthquest
Ohio
$454K +$5.67K +54 +1%
SCP
2244
Sivia Capital Partners
California
$454K +$35.1K +334 +9%
VCM
2245
Viewpoint Capital Management
Washington
$453K – – –
GWM
2246
Greenwich Wealth Management
Connecticut
$453K +$24.8K +236 +6%
DA
2247
Detalus Advisors
Missouri
$453K +$1.37K +13 +0.3%
SIS
2248
Sound Income Strategies
Florida
$453K -$4.1K -39 -1%
RFA
2249
Register Financial Advisors
Georgia
$451K -$18.4K -175 -4%
VCM
2250
Virtue Capital Management
Tennessee
$450K -$169K -1,612 -29%
88 89
90
91 92