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Name Holding Trade Value Shares
Change 		Change in
Stake
VBA
3676
von Borstel & Associates
Oregon
$234K +$2.53K +7 +1%
ACM
3677
Aspen Capital Management
Idaho
$234K +$6.51K +18 +3%
EI
3678
eCIO Inc
Wisconsin
$234K -$2.53K -7 -1%
AWM
3679
Abound Wealth Management
Tennessee
$233K -$5.07K -14 -2%
MA
3680
Menlo Advisors
California
$233K – – –
JCFM
3681
JBR Co Financial Management
Oklahoma
$233K -$18.1K -50 -7%
BCG
3682
Bravias Capital Group
New Jersey
$231K -$8.32K -23 -4%
WAM
3683
WealthTrust Asset Management
Florida
$231K -$38.4K -106 -14%
PWMG
3684
Pioneer Wealth Management Group
Texas
$230K +$13K +36 +6%
AA
3685
ACT Advisors
North Carolina
$230K +$5.43K +15 +2%
ACM
3686
Ascent Capital Management
Oregon
$230K -$4.7K -13 -2%
AFA
3687
Avant Financial Advisors
Texas
$230K – – –
HP
3688
Highlander Partners
Texas
$229K – – –
SWM
3689
SK Wealth Management
Rhode Island
$229K +$5.43K +15 +2%
BAM
3690
Blueshift Asset Management
New Jersey
$228K -$275K -761 -55%
MWM
3691
MorganRosel Wealth Management
Colorado
$228K -$3.26K -9 -1%
KWM
3692
KMT Wealth Management
California
$228K – – –
DC
3693
Dahring Cusmano
Michigan
$227K +$1.45K +4 +0.6%
O3W
3694
Omni 360 Wealth
New Jersey
$227K +$362 +1 +0.2%
FSWA
3695
Financial Synergies Wealth Advisors
Texas
$227K +$224K +619 New
APW
3696
Aurora Private Wealth
New Jersey
$227K +$9.05K +25 +4%
CWM
3697
Cherrydale Wealth Management
New Jersey
$227K +$10.9K +30 +5%
PA
3698
Paragon Advisors
Texas
$227K – – –
EWM
3699
Elevatus Welath Management
New York
$226K +$7.6K +21 +4%
CFG
3700
Carter Financial Group
Illinois
$226K +$223K +616 New
146 147
148
149 150