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Name Holding Trade Value Shares
Change 		Change in
Stake
SO
3451
Sierra Ocean
California
$312K -$24.9K -64 -7%
JFG
3452
JMG Financial Group
Illinois
$312K – – –
EWP
3453
Elevation Wealth Partners
California
$311K -$18.7K -48 -5%
SFG
3454
Sterling Financial Group
California
$311K – – –
SC
3455
Stephenson & Company
California
$310K +$2.73K +7 +0.8%
KMC
3456
Kirr Marbach & Co
Indiana
$309K – – –
AGA
3457
Arkos Global Advisors
Texas
$309K +$30K +77 +10%
PWM
3458
Partners Wealth Management
California
$308K – – –
1M
3459
1248 Management
Missouri
$308K +$327K +840 New
ACC
3460
Acorn Creek Capital
Colorado
$307K -$34.3K -88 -10%
HIC
3461
Harvey Investment Company
Kentucky
$306K – – –
SC
3462
Sepio Capital
Utah
$306K -$3.12K -8 -1%
SDWMA
3463
Schneider Downs Wealth Management Advisors
Pennsylvania
$306K – – –
RW
3464
RVW Wealth
California
$306K +$325K +834 New
SA
3465
Stewardship Advisors
Pennsylvania
$305K +$1.95K +5 +0.6%
LRWA
3466
Long Run Wealth Advisors
New York
$305K -$8.96K -23 -3%
JPLA
3467
Joseph P. Lucia & Associates
New York
$305K -$8.18K -21 -2%
EHAM
3468
Eagle Harbor Asset Management
Washington
$305K -$10.5K -27 -3%
OPWM
3469
Oxinas Partners Wealth Management
Indiana
$303K -$779 -2 -0.2%
DPI
3470
Diversified Portfolios Inc
Michigan
$303K +$3.51K +9 +1%
IF
3471
Intrua Financial
Texas
$303K -$111K -285 -26%
AI
3472
Auour Investments
Massachusetts
$302K – – –
AWAP
3473
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$302K – – –
SC
3474
Seldon Capital
California
$302K – – –
LSWP
3475
Liberty Square Wealth Partners
Pennsylvania
$302K – – –
137 138
139
140 141