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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3201
Compass Wealth Management
Connecticut
$330K -$17.9K -49 -5%
6F
3202
626 Financial
Michigan
$329K – – –
CWA
3203
Consilio Wealth Advisors
Washington
$328K +$57.4K +157 +22%
WCP
3204
Welch Capital Partners
New York
$328K – – –
CWM
3205
C2C Wealth Management
Arizona
$328K -$1.13M -3,104 -78%
GPW
3206
Gray Private Wealth
Massachusetts
$328K +$312K +855 New
VPP
3207
Vertex Planning Partners
Illinois
$327K -$9.86K -27 -3%
LAM
3208
LifePro Asset Management
California
$327K +$311K +852 New
JFG
3209
JMG Financial Group
Illinois
$326K -$17.5K -48 -5%
FL
3210
Fort LP
Maryland
$326K +$13.9K +38 +5%
AWM
3211
Avondale Wealth Management
Texas
$326K +$36.5K +100 +13%
SFG
3212
Sterling Financial Group
California
$326K – – –
SC
3213
Stephens Consulting
Michigan
$326K – – –
RRCM
3214
Rappaport Reiches Capital Management
Illinois
$325K +$24.1K +66 +8%
DA
3215
Drake & Associates
Wisconsin
$325K +$310K +848 New
RFP
3216
Root Financial Partners
California
$325K +$309K +847 New
AWAP
3217
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$325K – – –
NA
3218
Nottingham Advisors
New York
$325K -$365 -1 -0.1%
HWM
3219
Hohimer Wealth Management
Washington
$324K -$4.66M -12,768 -94%
KMC
3220
Kirr Marbach & Co
Indiana
$324K – – –
BWP
3221
Barlow Wealth Partners
Kentucky
$322K +$82.9K +227 +32%
CCM
3222
Colorado Capital Management
Colorado
$322K +$11K +30 +4%
SC
3223
Stephenson & Company
California
$322K -$1.1K -3 -0.4%
AI
3224
Auour Investments
Massachusetts
$322K – – –
PCMK
3225
Paragon Capital Management (Kansas)
Kansas
$322K +$2.92K +8 +1%
127 128
129
130 131