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Name Holding Trade Value Shares
Change 		Change in
Stake
FH
3776
Financial Harvest
Florida
$208K +$205K +567 New
CMAI
3777
Capital Management Associates Inc
Minnesota
$208K -$172K -476 -46%
RCM
3778
Requisite Capital Management
Texas
$207K +$204K +565 New
BF
3779
Baring Financial
Washington
$207K -$7.24K -20 -3%
NWMG
3780
National Wealth Management Group
Ohio
$207K -$426K -1,177 -68%
LOAMU
3781
Lombard Odier Asset Management (USA)
New York
$206K +$203K +562 New
SWM
3782
Seaside Wealth Management
California
$206K +$203K +562 New
CCM
3783
Conway Capital Management
California
$206K – – –
IPA
3784
Investment Planning Advisors
Georgia
$204K +$202K +557 New
EC
3785
Eaton-Cambridge
Arizona
$204K +$202K +557 New
OGF
3786
Orin Green Financial
California
$204K +$202K +557 New
IFA
3787
Index Fund Advisors
California
$203K +$201K +555 New
THCM
3788
Taylor Hoffman Capital Management
Virginia
$203K +$200K +554 New
SWM
3789
Sendero Wealth Management
Texas
$203K -$17.7K -49 -8%
NBWM
3790
North Berkeley Wealth Management
California
$203K -$54.3K -150 -21%
FAC
3791
Financial Advisory Corporation
Michigan
$203K +$200K +553 New
MC
3792
McCarthy & Cox
Ohio
$203K – – –
AIM
3793
Access Investment Management
Georgia
$202K +$199K +551 New
JEST
3794
JTC Employer Solutions Trustee
Jersey
$202K – – –
SCG
3795
Sonata Capital Group
Washington
$202K +$200K +552 New
WA
3796
WESPAC Advisors
California
$202K +$362 +1 +0.2%
FFWM
3797
Future Financial Wealth Management
Ohio
$202K – – –
OWM
3798
Orgel Wealth Management
Wisconsin
$201K +$199K +549 New
AWA
3799
Alta Wealth Advisors
Massachusetts
$201K -$13K -36 -6%
PWMG
3800
Pinnacle Wealth Management Group
Michigan
$200K – – –
150 151
152
153 154