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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3501
Castle Wealth Management
Florida
$308K +$12.4K +38 +5%
NA
3502
Nautilus Advisors
California
$308K – – –
GAA
3503
Global Assets Advisory
Florida
$306K -$29.3K -90 -9%
PSF
3504
Pacific Sun Financial
California
$305K -$3.25K -10 -1%
SHIM
3505
Stone House Investment Management
Pennsylvania
$305K +$55.6K +171 +25%
SFP
3506
Sterling Financial Planning
New Jersey
$304K +$651 +2 +0.2%
SGI
3507
Swan Global Investments
Colorado
$304K +$17.2K +53 +7%
AA
3508
Alesco Advisors
New York
$304K -$1.63K -5 -0.6%
KLCM
3509
KG&L Capital Management
Louisiana
$304K +$6.18K +19 +2%
OPTFSNA
3510
Old Point Trust & Financial Services N A
Virginia
$303K +$3.25K +10 +1%
EWM
3511
Evolution Wealth Management
Florida
$303K +$108K +332 +63%
PFO
3512
PMG Family Office
Texas
$302K +$17.9K +55 +7%
CWM
3513
Centric Wealth Management
Illinois
$301K – – –
IWA
3514
IVC Wealth Advisors
Pennsylvania
$301K +$22.1K +68 +9%
CL
3515
CLG LLC
California
$301K -$136K -417 -33%
WCP
3516
Welch Capital Partners
New York
$301K – – –
CW
3517
Cedarwood Wealth
Colorado
$300K +$24.7K +76 +10%
SFS
3518
Sharp Financial Services
Pennsylvania
$300K -$86.2K -265 -24%
DFG
3519
DiPaolo Financial Group
Florida
$300K +$976 +3 +0.4%
ICM
3520
Intrepid Capital Management
Florida
$300K -$98.2K -302 -26%
FCC
3521
Flower City Capital
New York
$300K -$81.3K -250 -23%
JFG
3522
JMG Financial Group
Illinois
$300K – – –
BA
3523
Bard Associates
Illinois
$300K +$9.11K +28 +3%
PCM
3524
Pointe Capital Management
Michigan
$299K -$4.88K -15 -2%
CWM
3525
Concentrum Wealth Management
California
$299K +$20.8K +64 +8%
139 140
141
142 143