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Name Holding Trade Value Shares
Change 		Change in
Stake
FM
3176
Family Management
New York
$241K -$20.1K -255 -8%
TFGT
3177
TS Financial Group (TSFG)
Illinois
$241K +$2.21K +28 +1%
IWM
3178
IMG Wealth Management
Florida
$241K +$7.19K +91 +3%
WCP
3179
Wealthcare Capital Partners
Pennsylvania
$241K +$316 +4 +0.1%
OL
3180
Owen LaRue
Kentucky
$241K -$6.87K -87 -3%
E
3181
Entelevest
Florida
$241K +$23.8K +301 +11%
AC
3182
AWM Capital
Arizona
$240K +$234K +2,958 New
CCP
3183
Cassia Capital Partners
North Carolina
$240K -$141K -1,784 -38%
BWP
3184
Bernardo Wealth Planning
Pennsylvania
$240K +$18.3K +232 +9%
FAL
3185
Focused Alpha LLC
Colorado
$240K -$632 -8 -0.3%
FF
3186
Friday Financial
Iowa
$240K +$225K +2,851 New
SLWA
3187
San Luis Wealth Advisors
California
$239K +$232K +2,942 New
GCM
3188
Gibraltar Capital Management
Oklahoma
$239K +$3.95K +50 +2%
PIM
3189
Pullen Investment Management
Florida
$238K – – –
TGIA
3190
Torrey Growth & Income Advisors
California
$238K – – –
IFPG
3191
Intrepid Financial Planning Group
Indiana
$238K – – –
AT
3192
Arlington Trust
Alabama
$237K +$57.7K +730 +33%
LFWA
3193
LiftPoint Family Wealth Advisors
New Jersey
$237K +$230K +2,912 New
GF
3194
Gimbal Financial
Indiana
$236K +$229K +2,900 New
EPP
3195
ETF Portfolio Partners
Kansas
$236K – – –
CWM
3196
Cherrydale Wealth Management
New Jersey
$236K +$869 +11 +0.4%
CP
3197
Clarendon Private
Massachusetts
$236K -$28.3K -358 -11%
BHWM
3198
Beaird Harris Wealth Management
Texas
$236K -$4.5K -57 -2%
PA
3199
Probity Advisors
Texas
$235K -$4.58K -58 -2%
HW
3200
Hamilton Wealth
California
$235K -$15.6K -198 -6%
126 127
128
129 130