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Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
3326
Opes Wealth Management
California
$237K -$15.2K -49 -7%
FPCG
3327
Forum Private Client Group
Indiana
$237K +$212K +684 New
TFGT
3328
TS Financial Group (TSFG)
Illinois
$237K -$58.5K -189 -22%
LI
3329
LVZ Inc
Michigan
$236K – – –
FMI
3330
F/M Investments
District of Columbia
$236K +$211K +681 New
CWM
3331
Chicago Wealth Management
Illinois
$236K – – –
RS
3332
Retirement Solution
Washington
$235K +$210K +678 New
BWA
3333
BlueSky Wealth Advisors
North Carolina
$235K – – –
SAM
3334
Seelaus Asset Management
New Jersey
$234K -$106K -343 -34%
HWM
3335
Horizon Wealth Management
Illinois
$234K -$29.4K -95 -12%
WCWM
3336
Willow Creek Wealth Management
California
$233K -$38.7K -125 -16%
1CP
3337
17 Capital Partners
Arizona
$233K +$208K +672 New
BCA
3338
Bray Capital Advisors
Florida
$231K – – –
JGUA
3339
John G. Ullman & Associates
New York
$230K +$206K +664 New
PWMG
3340
Pioneer Wealth Management Group
Texas
$230K -$44K -142 -18%
RWM
3341
Revisor Wealth Management
Ohio
$230K +$205K +663 New
HSG
3342
Helen Stephens Group
Texas
$229K +$205K +661 New
BA
3343
Ballew Advisors
Mississippi
$229K +$198K +639 New
CIS
3344
Custom Index Systems
New York
$229K +$204K +660 New
PCMM
3345
Piedmont Capital Management (Montana)
Montana
$228K +$204K +658 New
JF
3346
Joule Financial
Kentucky
$228K +$203K +657 New
LA
3347
LPF Advisors
Florida
$228K +$203K +657 New
NFP
3348
Narus Financial Partners
Utah
$227K +$203K +655 New
TA
3349
TFB Advisors
Kansas
$227K +$203K +655 New
EMAM
3350
Encompass More Asset Management
California
$227K +$203K +654 New
132 133
134
135 136