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Name Holding Trade Value Shares
Change 		Change in
Stake
PG
3151
Patten Group
Tennessee
$232K +$168K +1,664 New
GWM
3152
Gilpin Wealth Management
Colorado
$232K – – –
AOWM
3153
Asset One Wealth Management
Washington
$232K +$228K +2,252 New
WMP
3154
Wealth Management Partners
Arizona
$232K +$168K +1,660 New
WIC
3155
Woodmont Investment Counsel
Tennessee
$232K +$168K +1,659 New
SWAG
3156
Spectrum Wealth Advisory Group
California
$231K +$168K +1,657 New
II
3157
Impact Investors
California
$231K +$167K +1,656 New
DDPIC
3158
Deroy & Devereaux Private Investment Counsel
Michigan
$231K +$167K +1,655 New
MIM
3159
Macroview Investment Management
Maryland
$231K +$167K +1,653 New
AFG
3160
ABLE Financial Group
Arizona
$231K +$167K +1,652 New
BFS
3161
BridgePort Financial Solutions
Iowa
$231K +$167K +1,651 New
OWA
3162
Oak Wealth Advisors
Illinois
$229K +$166K +1,643 New
OFG
3163
Opulen Financial Group
Virginia
$229K +$166K +1,643 New
SFG
3164
Seamount Financial Group
Colorado
$229K +$166K +1,640 New
S
3165
Sachetta
Massachusetts
$228K +$24.8K +245 +18%
FPWM
3166
FSB Premier Wealth Management
Iowa
$228K +$165K +1,630 New
SIM
3167
Synergy Investment Management
Florida
$228K +$136K +1,340 +149%
KWA
3168
Kondo Wealth Advisors
California
$227K +$165K +1,629 New
FAG
3169
Fortitude Advisory Group
Washington
$227K +$164K +1,626 New
NWMG
3170
National Wealth Management Group
Ohio
$227K +$164K +1,623 New
SI
3171
Stirlingshire Investments
New York
$226K +$164K +1,619 New
CC
3172
Cypress Capital
Tennessee
$226K +$164K +1,617 New
VAM
3173
Verity Asset Management
North Carolina
$226K +$164K +1,617 New
LSA
3174
Lansing Street Advisors
Pennsylvania
$225K +$163K +1,613 New
GAM
3175
Grandview Asset Management
Pennsylvania
$225K +$163K +1,610 New
125 126
127
128 129