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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
3201
Private Wealth Strategies
Ohio
$300K +$298K +873 New
NEWAS
3202
N.E.W. Advisory Services
Wisconsin
$299K -$10.6K -31 -3%
DPI
3203
Diversified Portfolios Inc
Michigan
$298K +$14.7K +43 +5%
CNWM
3204
Clay Northam Wealth Management
California
$298K – – –
CWM
3205
Compass Wealth Management
Connecticut
$298K +$2.05K +6 +0.7%
CC
3206
Commons Capital
Massachusetts
$297K -$5.46K -16 -2%
TWM
3207
Tanager Wealth Management
United Kingdom
$297K – – –
IAP
3208
Indie Asset Partners
Indiana
$297K +$13.6K +40 +5%
EHAM
3209
Eagle Harbor Asset Management
Washington
$295K -$6.82K -20 -2%
6F
3210
626 Financial
Michigan
$295K – – –
CWM
3211
C2C Wealth Management
Arizona
$294K – – –
GPW
3212
Gray Private Wealth
Massachusetts
$294K – – –
HWP
3213
Hibernia Wealth Partners
Louisiana
$294K +$291K +854 New
OPWM
3214
Oxinas Partners Wealth Management
Indiana
$294K -$3.41K -10 -1%
WCP
3215
Welch Capital Partners
New York
$294K – – –
DFCM
3216
Dark Forest Capital Management
Puerto Rico
$294K -$226K -663 -44%
JFG
3217
JMG Financial Group
Illinois
$293K – – –
SFG
3218
Sterling Financial Group
California
$292K – – –
ETIA
3219
Epic Trust Investment Advisors
Washington
$292K +$41.3K +121 +17%
MWA
3220
Motive Wealth Advisors
Michigan
$292K -$13.6K -40 -5%
AWAP
3221
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$292K – – –
NFG
3222
Northeast Financial Group
Pennsylvania
$291K +$15K +44 +5%
ACC
3223
Acorn Creek Capital
Colorado
$291K +$9.55K +28 +3%
KMC
3224
Kirr Marbach & Co
Indiana
$291K – – –
RVM
3225
Robinson Value Management
Texas
$290K +$288K +843 New
127 128
129
130 131