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Name Holding Trade Value Shares
Change 		Change in
Stake
HAG
3476
HF Advisory Group
Maryland
$201K +$200K +585 New
IWM
3477
Integris Wealth Management
California
$201K -$12.6K -37 -6%
CWM
3478
Cherrydale Wealth Management
New Jersey
$201K +$199K +583 New
WAM
3479
Worth Asset Management
Texas
$201K -$16K -47 -7%
GWM
3480
Glass Wealth Management
Texas
$200K -$1.02K -3 -0.5%
PCFFS
3481
Pacific Center for Financial Services
California
$200K +$682 +2 +0.3%
SOW
3482
State of Wyoming
Wyoming
$200K -$381K -1,116 -66%
VAMG
3483
Voisard Asset Management Group
Michigan
$198K -$10.2K -30 -5%
SA
3484
SRH Advisors
Kansas
$196K -$3.75K -11 -2%
PG
3485
Proffitt & Goodson
Tennessee
$195K +$17.1K +50 +10%
SRCM
3486
Signature Resources Capital Management
California
$193K +$20.5K +60 +12%
AWM
3487
Abound Wealth Management
Tennessee
$192K -$7.5K -22 -4%
PWM
3488
Partnership Wealth Management
Maryland
$188K – – –
JEST
3489
JTC Employer Solutions Trustee
Jersey
$183K – – –
DWS
3490
Dynamic Wealth Strategies
California
$180K +$2.05K +6 +1%
SFO
3491
Standard Family Office
South Dakota
$178K – – –
AW
3492
Avion Wealth
Texas
$176K +$3.07K +9 +2%
BAM
3493
BOCHK Asset Management
Hong Kong
$172K -$171K -500 -50%
AIM
3494
Access Investment Management
Georgia
$172K – – –
HI
3495
Hoey Investments
Pennsylvania
$172K -$410K -1,202 -71%
DF
3496
Dunhill Financial
United Kingdom
$171K +$75.4K +221 +80%
CWM
3497
Cedar Wealth Management
California
$167K – – –
FDCP
3498
Foster Dykema Cabot & Partners
Massachusetts
$166K -$27.3K -80 -14%
OLVIG
3499
Oliver Lagore Vanvalin Investment Group
Michigan
$166K -$17.7K -52 -10%
GWSA
3500
Global Wealth Strategies & Associates
Colorado
$166K -$36.5K -107 -18%
138 139
140
141 142