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Name Holding Trade Value Shares
Change 		Change in
Stake
UC
2726
Unio Capital
New Jersey
$250K -$21.7M -72,110 -99%
TF
2727
Tenzing Financial
Virginia
$250K +$244K +810 New
OWA
2728
One Wealth Advisors
California
$250K – – –
PPP
2729
Prism Planning Partners
Illinois
$249K +$244K +810 New
TMWM
2730
Taylor & Morgan Wealth Management
Michigan
$248K -$37.6K -125 -13%
GWM
2731
Greenhouse Wealth Management
Connecticut
$248K +$12.6K +42 +5%
WF
2732
WinCap Financial
Massachusetts
$248K -$39.1K -130 -14%
BOJHT
2733
Bank of Jackson Hole Trust
Wyoming
$248K – – –
FGAM
2734
Financial Gravity Asset Management
Texas
$248K – – –
GMFG
2735
Greater Midwest Financial Group
Minnesota
$248K +$301 +1 +0.1%
WAS
2736
Wealth Advisory Solutions
Indiana
$248K +$242K +805 New
DFS
2737
Dixon Fnancial Services
California
$248K +$2.11K +7 +0.9%
GCM
2738
Gunpowder Capital Management
Maryland
$248K +$242K +804 New
WMWM
2739
Wilkins Miller Wealth Management
Alabama
$247K -$4.52K -15 -2%
SPWG
2740
Syntegra Private Wealth Group
Missouri
$247K – – –
KCAM
2741
Kagan Cocozza Asset Management
New Jersey
$247K – – –
TWA
2742
Tulsa Wealth Advisors
Oklahoma
$247K +$242K +803 New
6F
2743
626 Financial
Michigan
$247K – – –
SFG
2744
Seamount Financial Group
Colorado
$247K -$7.53K -25 -3%
DIP
2745
DT Investment Partners
Pennsylvania
$246K +$52.7K +175 +28%
TSW
2746
Three Seasons Wealth
Utah
$245K -$321K -1,065 -57%
SMWM
2747
Silvia McColl Wealth Management
California
$245K – – –
NAMNJ
2748
NorthStar Asset Management (New Jersey)
New Jersey
$244K +$3.61K +12 +2%
BFWA
2749
Benchmark Financial Wealth Advisors
Florida
$244K +$238K +792 New
VBA
2750
von Borstel & Associates
Oregon
$244K -$378K -1,255 -61%
108 109
110
111 112