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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
3001
Coastwise Capital Group
California
$240K +$201K +641 New
RCM
3002
Requisite Capital Management
Texas
$240K +$201K +641 New
WAOTB
3003
Wealth Advisors of Tampa Bay
Florida
$239K +$200K +639 New
TCCM
3004
Timber Creek Capital Management
Massachusetts
$238K +$200K +638 New
KA
3005
Kure Advisory
Minnesota
$238K +$199K +637 New
PCM
3006
Park Capital Management
Wisconsin
$238K +$199K +637 New
WAM
3007
WealthTrust Asset Management
Florida
$238K +$199K +637 New
ISWM
3008
Intesa Sanpaolo Wealth Management
$238K +$179K +572 +880%
PWM
3009
Partners Wealth Management
California
$238K -$108K -345 -35%
ACA
3010
Ascension Capital Advisors
Texas
$237K +$199K +635 New
PCMM
3011
Piedmont Capital Management (Montana)
Montana
$237K +$199K +635 New
CFS
3012
Cannon Financial Strategists
Georgia
$237K +$198K +634 New
PF
3013
Prosperitas Financial
California
$237K +$198K +634 New
5W
3014
5T Wealth
California
$237K +$198K +633 New
SHIM
3015
Stone House Investment Management
Pennsylvania
$236K -$67.6K -216 -25%
KLI
3016
Kelman-Lazarov Inc
Tennessee
$236K +$198K +632 New
BCP
3017
Berkeley Capital Partners
Georgia
$236K +$198K +631 New
WIP
3018
WealthCare Investment Partners
Rhode Island
$236K +$197K +630 New
CFA
3019
CWS Financial Advisors
Michigan
$235K +$197K +629 New
PWMA
3020
Pension & Wealth Management Advisors
Massachusetts
$235K +$75.1K +240 +62%
SFG
3021
SevenBridge Financial Group
Pennsylvania
$235K +$198K +634 New
SC
3022
Swan Capital
Florida
$234K – – –
CCM
3023
Colorado Capital Management
Colorado
$234K +$196K +627 New
OIC
3024
Orion Investment Company
Missouri
$234K +$196K +625 New
IG
3025
Ithaka Group
Virginia
$233K +$195K +624 New
119 120
121
122 123