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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
2801
Bulltick Wealth Management
Florida
$296K +$295K +4,235 New
CAL
2802
Capital Advisors Ltd
Ohio
$296K +$14.9K +214 +5%
TPWA
2803
Twin Peaks Wealth Advisors
California
$295K +$264K +3,789 New
GWP
2804
Gateway Wealth Partners
Wisconsin
$295K +$24.7K +355 +9%
NFW
2805
Noble Family Wealth
Florida
$295K -$4.18K -60 -1%
CVA
2806
Central Valley Advisors
California
$295K +$5.72K +82 +2%
BDF
2807
Black Diamond Financial
Maryland
$295K +$294K +4,213 New
BA
2808
Baugh & Associates
Georgia
$294K -$16.9K -243 -5%
MFG
2809
Mosaic Financial Group
Illinois
$294K +$767 +11 +0.3%
BWM
2810
BCGM Wealth Management
Indiana
$294K -$21.8K -313 -7%
RWI
2811
Red Wave Investments
Pennsylvania
$294K +$349 +5 +0.1%
FDDB
2812
Fidelity D&D Bancorp
Pennsylvania
$294K -$48.7K -698 -14%
SFSG
2813
Sound Financial Strategies Group
Mississippi
$294K +$293K +4,202 New
KSWWM
2814
Keyes Stange & Wooten Wealth Management
Florida
$294K +$4.25K +61 +1%
GWSG
2815
GPS Wealth Strategies Group
Colorado
$293K -$1.09M -15,665 -79%
SWIG
2816
Strategic Wealth Investment Group
Kentucky
$293K -$424K -6,075 -59%
SCM
2817
SOL Capital Management
Maryland
$293K -$7.46K -107 -2%
WH
2818
Willner & Heller
California
$293K +$2.86K +41 +1%
CFO
2819
Colony Family Offices
North Carolina
$293K – – –
AOWM
2820
Asset One Wealth Management
Washington
$292K +$271K +3,881 New
BFS
2821
Beacon Financial Strategies
North Carolina
$292K -$10.5K -150 -3%
SSG
2822
Summit Securities Group
New York
$291K -$281K -4,037 -49%
ZIG
2823
Zuckerman Investment Group
Illinois
$291K -$23.4K -335 -7%
RK
2824
Rather & Kittrell
Tennessee
$291K +$21.5K +309 +8%
TFM
2825
TFC Financial Management
Massachusetts
$291K -$92.6K -1,328 -24%
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113
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