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Name Holding Trade Value Shares
Change 		Change in
Stake
ELM
3476
Elite Life Management
Florida
$219K +$208K +570 New
W
3477
WorthPointe
California
$219K +$208K +570 New
BWM
3478
Baron Wealth Management
Michigan
$217K +$206K +564 New
FDCP
3479
Foster Dykema Cabot & Partners
Massachusetts
$216K +$28.5K +78 +16%
PPA
3480
Painted Porch Advisors
California
$216K +$205K +562 New
OWM
3481
Opes Wealth Management
California
$216K -$44.9K -123 -18%
JTWM
3482
Jackson Thornton Wealth Management
Alabama
$216K +$205K +562 New
CCM
3483
Conway Capital Management
California
$215K +$205K +561 New
DI
3484
Disciplined Investments
Oklahoma
$215K +$205K +561 New
FWM
3485
Foguth Wealth Management
Michigan
$215K +$205K +561 New
VAM
3486
Verity Asset Management
North Carolina
$215K +$205K +560 New
HA
3487
HFG Advisors
Ohio
$214K -$34K -93 -14%
WA
3488
WESPAC Advisors
California
$214K -$19.7K -54 -9%
AW
3489
Atlas Wealth
Ohio
$214K +$203K +557 New
HP
3490
Holistic Planning
Texas
$213K +$203K +555 New
KAM
3491
Knightsbridge Asset Management
California
$212K – – –
MAG
3492
M3 Advisory Group
Massachusetts
$211K -$53.7K -147 -21%
MWM
3493
Magnolia Wealth Management
Alabama
$211K +$205K +562 New
FFWM
3494
Future Financial Wealth Management
Ohio
$211K +$201K +550 New
TPWA
3495
Twin Peaks Wealth Advisors
California
$210K +$200K +548 New
HAS
3496
Holland Advisory Services
Florida
$210K +$200K +547 New
OWM
3497
Orgel Wealth Management
Wisconsin
$209K -$24.1K -66 -11%
PWM
3498
Partnership Wealth Management
Maryland
$209K – – –
VIM
3499
Vista Investment Management
Pennsylvania
$208K +$198K +543 New
HP
3500
Highlander Partners
Texas
$208K +$228K +625 New
138 139
140
141 142