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Name Holding Trade Value Shares
Change 		Change in
Stake
PTCG
2201
Pring Turner Capital Group
California
$343K -$40.6K -999 -13%
PP
2202
Patron Partners
Texas
$343K +$2.92K +72 +1%
CFCI
2203
Comprehensive Financial Consultants Institutional
Indiana
$342K -$528 -13 -0.2%
MA
2204
MJP Associates
Connecticut
$342K +$276K +6,801 New
GWSG
2205
GPS Wealth Strategies Group
Colorado
$341K -$15.6K -385 -5%
CAM
2206
CPA Asset Management
Florida
$341K – – –
TWM
2207
Tradition Wealth Management
Minnesota
$341K +$203 +5 +0.1%
RCM
2208
Rain Capital Management
Oregon
$340K -$18.6K -458 -6%
BAM
2209
BOS Asset Management
Illinois
$340K -$4.51K -111 -2%
EBA
2210
Eagle Bay Advisors
New York
$340K +$105K +2,579 +62%
SWM
2211
Salvus Wealth Management
New Jersey
$340K +$35.9K +883 +15%
AAM
2212
AMI Asset Management
California
$339K -$50.8K -1,250 -16%
HCMG
2213
Howard Capital Management Group
California
$339K – – –
SPWM
2214
Spartan Planning & Wealth Management
North Carolina
$339K +$7.27K +179 +3%
LFS
2215
Leibman Financial Services
Nebraska
$339K +$274K +6,741 New
RCM
2216
Requisite Capital Management
Texas
$339K -$73.6K -1,811 -21%
WTFG
2217
Wells Trecaso Financial Group
Ohio
$337K -$30.8K -757 -10%
TW
2218
Traveka Wealth
California
$337K +$273K +6,712 New
BWM
2219
BCS Wealth Management
Tennessee
$337K +$325 +8 +0.1%
AAM
2220
Augustine Asset Management
Florida
$337K -$451K -11,102 -62%
CFO
2221
CVA Family Office
Colorado
$336K +$4.96K +122 +2%
LWA
2222
Lantern Wealth Advisors
New York
$336K +$272K +6,687 New
FAN
2223
Financial Advisors Network
California
$336K +$12.1K +299 +5%
WFA
2224
WestHill Financial Advisors
California
$334K +$41 +1 +0%
NICM
2225
Neo Ivy Capital Management
New York
$334K -$1.01M -24,925 -79%
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90 91