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Name Holding Trade Value Shares
Change 		Change in
Stake
BS
3201
Brighton Securities
New York
$426K -$19.5K -50 -4%
JGIA
3202
Jackson Grant Investment Advisers
Connecticut
$425K +$779 +2 +0.2%
GIM
3203
Guild Investment Management
California
$425K – – –
SPP
3204
Single Point Partners
Massachusetts
$425K +$6.63K +17 +1%
RFW
3205
Rainier Family Wealth
Washington
$424K -$122K -312 -21%
MWP
3206
Madison Wealth Partners
Wisconsin
$424K +$6.24K +16 +1%
PP
3207
Pingora Partners
Wyoming
$423K – – –
SCM
3208
Seascape Capital Management
New Hampshire
$423K – – –
NWM
3209
Northwest Wealth Management
Iowa
$423K +$3.51K +9 +0.8%
LFG
3210
Lockerman Financial Group
California
$423K -$1.17K -3 -0.3%
TFA
3211
TPG Financial Advisors
Oregon
$423K +$4.68K +12 +1%
DI
3212
Disciplined Investors
Texas
$422K +$39.8K +102 +10%
GWP
3213
Gateway Wealth Partners
Wisconsin
$421K -$23K -59 -5%
AWA
3214
Archvest Wealth Advisors
California
$420K +$96.7K +248 +28%
CWA
3215
Cura Wealth Advisors
Illinois
$420K +$77.9K +200 +21%
AF
3216
Apollon Financial
South Carolina
$420K +$74.4K +191 +20%
SIM
3217
SSI Investment Management
California
$420K – – –
G
3218
GenTrust
Florida
$420K +$14K +36 +3%
CPG
3219
Cornerstone Planning Group
New Jersey
$419K +$47.9K +123 +12%
MWM
3220
Mattern Wealth Management
Kansas
$419K – – –
PCMN
3221
Paradigm Capital Management (Nevada)
Nevada
$418K -$9.74K -25 -2%
RA
3222
Rise Advisors
New York
$417K +$17.5K +45 +4%
RG
3223
Renaissance Group
Kentucky
$417K -$12.1K -31 -3%
AAMC
3224
Asset Allocation & Management Company
Illinois
$416K – – –
PMG
3225
Private Management Group
California
$416K +$11.3K +29 +3%
127 128
129
130 131