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Name Holding Trade Value Shares
Change 		Change in
Stake
VAF
1676
Values Added Financial
District of Columbia
$217K +$211K +608 New
OPCM
1677
Osborne Partners Capital Management
California
$216K -$30.9K -89 -13%
GKWIM
1678
Gerber Kawasaki Wealth & Investment Management
California
$216K +$210K +606 New
SC
1679
Sepio Capital
Utah
$216K +$210K +606 New
EFP
1680
Envision Financial Planning
Tennessee
$216K +$210K +605 New
RWMH
1681
Riverpoint Wealth Management Holdings
Illinois
$215K +$210K +604 New
AIM
1682
Advyzon Investment Management
Illinois
$215K +$209K +602 New
RFA
1683
Reyes Financial Architecture
California
$214K +$209K +602 New
OL
1684
OneFund LLC
Florida
$214K -$21.5K -62 -9%
CIG
1685
Cullen Investment Group
Louisiana
$214K -$17K -49 -8%
VC
1686
Vicus Capital
Pennsylvania
$214K -$111K -320 -35%
YWS
1687
Yarger Wealth Strategies
Ohio
$214K +$208K +600 New
AA
1688
Altrafin AG
$214K -$274K -790 -57%
EB
1689
Eastern Bank
Massachusetts
$214K -$35.8K -103 -15%
NPCM
1690
New Paradigm Capital Management
Virginia
$214K +$208K +600 New
SFG
1691
SageGuard Financial Group
Tennessee
$213K +$208K +599 New
TWM
1692
TRB Wealth Management
Texas
$213K +$207K +596 New
TWD
1693
True Wealth Design
Ohio
$213K +$47.2K +136 +29%
SAM
1694
Secure Asset Management
Michigan
$213K +$207K +597 New
CSA
1695
Cornerstone Select Advisors
Missouri
$213K +$207K +597 New
BBA
1696
Braun-Bostich & Associates
Pennsylvania
$212K +$207K +596 New
SFG
1697
Seamount Financial Group
Colorado
$212K +$207K +595 New
JFGIW
1698
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$211K – – –
WCM
1699
Weaver Capital Management
Georgia
$211K +$206K +593 New
FWI
1700
Facet Wealth Inc
Maryland
$211K +$206K +592 New
66 67
68
69 70