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Name Holding Trade Value Shares
Change 		Change in
Stake
NWMG
3776
National Wealth Management Group
Ohio
$207K -$426K -1,177 -68%
LOAMU
3777
Lombard Odier Asset Management (USA)
New York
$206K +$203K +562 New
SWM
3778
Seaside Wealth Management
California
$206K +$203K +562 New
CCM
3779
Conway Capital Management
California
$206K – – –
IPA
3780
Investment Planning Advisors
Georgia
$204K +$202K +557 New
EC
3781
Eaton-Cambridge
Arizona
$204K +$202K +557 New
OGF
3782
Orin Green Financial
California
$204K +$202K +557 New
IFA
3783
Index Fund Advisors
California
$203K +$201K +555 New
THCM
3784
Taylor Hoffman Capital Management
Virginia
$203K +$200K +554 New
SWM
3785
Sendero Wealth Management
Texas
$203K -$17.7K -49 -8%
NBWM
3786
North Berkeley Wealth Management
California
$203K -$54.3K -150 -21%
FAC
3787
Financial Advisory Corporation
Michigan
$203K +$200K +553 New
MC
3788
McCarthy & Cox
Ohio
$203K – – –
AIM
3789
Access Investment Management
Georgia
$202K +$199K +551 New
JEST
3790
JTC Employer Solutions Trustee
Jersey
$202K – – –
SCG
3791
Sonata Capital Group
Washington
$202K +$200K +552 New
WA
3792
WESPAC Advisors
California
$202K +$362 +1 +0.2%
FFWM
3793
Future Financial Wealth Management
Ohio
$202K – – –
OWM
3794
Orgel Wealth Management
Wisconsin
$201K +$199K +549 New
AWA
3795
Alta Wealth Advisors
Massachusetts
$201K -$13K -36 -6%
PWMG
3796
Pinnacle Wealth Management Group
Michigan
$200K – – –
CWD
3797
Clarity Wealth Development
Oregon
$200K +$198K +546 New
NC
3798
NewSquare Capital
Pennsylvania
$197K +$90.5K +250 +87%
MSWM
3799
Mowery & Schoenfeld Wealth Management
Illinois
$197K -$5.79K -16 -3%
BCM
3800
Blume Capital Management
California
$194K -$3.98K -11 -2%
150 151
152
153 154