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Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
3276
GoalFusion Wealth Management
Texas
$265K +$262K +769 New
CWA
3277
Consilio Wealth Advisors
Washington
$264K -$30K -88 -10%
REMPR
3278
Roof Eidam Maycock Peralta (REMP)
California
$264K +$341 +1 +0.1%
SFWA
3279
Summit Financial Wealth Advisors
Louisiana
$264K +$2.05K +6 +0.8%
NFG
3280
Norris Financial Group
South Carolina
$262K -$697K -2,043 -73%
HIGP
3281
Hill Investment Group Partners
Missouri
$261K -$8.87K -26 -3%
POIA
3282
Pin Oak Investment Advisors
Texas
$261K +$18.8K +55 +8%
WCWM
3283
Willow Creek Wealth Management
California
$261K +$6.48K +19 +3%
WC
3284
Wynn Capital
Georgia
$261K +$19.8K +58 +8%
G
3285
GenTrust
Florida
$261K +$259K +758 New
A
3286
AJOVista
Massachusetts
$261K – – –
FWA
3287
FOCUS Wealth Advisors
Texas
$261K +$14.3K +42 +6%
PJWM
3288
Philip James Wealth Mangement
Georgia
$260K +$20.8K +61 +9%
LI
3289
Lafayette Investments
Maryland
$260K +$3.75K +11 +1%
CC
3290
Centiva Capital
New York
$260K -$186K -545 -42%
PFA
3291
Professional Financial Advisors
Nebraska
$260K – – –
DTC
3292
Davidson Trust Company
Washington
$260K +$58.3K +171 +29%
PCMC
3293
Planning Capital Management Corporation
Pennsylvania
$259K +$1.02K +3 +0.4%
SFG
3294
Snider Financial Group
Washington
$259K -$5.12K -15 -2%
SHFA
3295
SS&H Financial Advisors
Michigan
$259K – – –
OWA
3296
One Wealth Advisors
California
$258K +$253K +741 New
SA
3297
Skyline Advisors
Washington
$258K – – –
SEA
3298
Stegent Equity Advisors
Texas
$258K -$14K -41 -5%
KWAG
3299
Kiely Wealth Advisory Group
North Carolina
$258K +$14.3K +42 +6%
B
3300
Barings
North Carolina
$257K +$255K +748 New
130 131
132
133 134