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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
3601
Prossimo Advisors
California
$291K -$2.33M -5,925 -89%
WFS
3602
WealthGarden F.S.
California
$291K +$31.8K +81 +12%
HSG
3603
Helen Stephens Group
Texas
$290K +$1.57K +4 +0.6%
PPW
3604
Pasadena Private Wealth
California
$290K -$20.8K -53 -7%
W
3605
WorthPointe
California
$290K -$4.33K -11 -2%
CISOA
3606
Capital Investment Services of America
Wisconsin
$289K – – –
PP
3607
Postrock Partners
Oregon
$289K – – –
JAA
3608
Joel Adams & Associates
North Carolina
$288K – – –
FL
3609
FreeGulliver LLC
Louisiana
$288K +$280K +712 New
HGWM
3610
Horst & Graben Wealth Management
Oregon
$288K +$3.93K +10 +1%
MWM
3611
MBE Wealth Management
Wisconsin
$287K – – –
LWMM
3612
Legacy Wealth Management (Mississippi)
Mississippi
$287K -$64.5K -164 -19%
VFG
3613
V2 Financial group
Illinois
$287K – – –
CAM
3614
Close Asset Management
United Kingdom
$287K -$78.6K -200 -22%
CA
3615
Cortland Associates
Missouri
$287K +$393 +1 +0.1%
LI
3616
Lafayette Investments
Maryland
$287K – – –
FWM
3617
FMB Wealth Management
California
$287K +$393 +1 +0.1%
HG
3618
Harbor Group
New Hampshire
$287K +$39.7K +101 +17%
RWM
3619
Rialto Wealth Management
New York
$286K +$2.36K +6 +0.9%
BA
3620
Ballew Advisors
Mississippi
$286K +$786 +2 +0.3%
TLCM
3621
Twin Lakes Capital Management
California
$285K – – –
EFP
3622
Elser Financial Planning
Indiana
$285K -$1.57K -4 -0.6%
GA
3623
Gordian Advisors
Arizona
$285K – – –
IPA
3624
Investment Planning Advisors
Georgia
$285K +$57K +145 +26%
HFS
3625
Hopwood Financial Services
Virginia
$284K -$17.3K -44 -6%
143 144
145
146 147