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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
2801
Nolet Wealth Management
Texas
$398K +$42.9K +86 +13%
ICMM
2802
Integrated Capital Management (Michigan)
Michigan
$398K -$3.99K -8 -1%
OWP
2803
ORG Wealth Partners
Texas
$397K -$302K -606 -44%
GAG
2804
Goodman Advisory Group
Massachusetts
$397K -$260K -522 -40%
BWM
2805
BNC Wealth Management
Oregon
$396K -$8.97K -18 -2%
CCMI
2806
Creative Capital Management Investments
California
$396K +$349K +699 +971%
IWN
2807
Independent Wealth Network
Iowa
$395K -$1.99K -4 -0.5%
FWP
2808
Falcon Wealth Planning
California
$395K +$82.3K +165 +27%
HWA
2809
HHM Wealth Advisors
Tennessee
$395K +$4.99K +10 +1%
GA
2810
GoalVest Advisory
New York
$394K +$15K +30 +4%
WMA
2811
West Michigan Advisors
Michigan
$392K -$31.4K -63 -8%
OPCM
2812
Osborne Partners Capital Management
California
$392K +$112K +225 +42%
BCP
2813
Berkeley Capital Partners
Georgia
$391K -$16K -32 -4%
BBA
2814
Braun-Bostich & Associates
Pennsylvania
$391K -$11.5K -23 -3%
AZ
2815
Alpha Zero
Florida
$390K +$38.4K +77 +12%
FB
2816
First Bancorp
Maine
$389K -$7.98K -16 -2%
IA
2817
Insight Advisors
Pennsylvania
$388K -$40.4K -81 -10%
SAM
2818
Secure Asset Management
Michigan
$387K -$25.9K -52 -6%
GSWM
2819
Golden State Wealth Management
California
$387K +$34.4K +69 +10%
HW
2820
HORAN Wealth
Ohio
$387K +$17.5K +35 +5%
CFM
2821
Compass Financial Management
Florida
$387K +$345K +692 New
CPW
2822
Catalyst Private Wealth
California
$387K -$24.4K -49 -6%
SGCA
2823
Steel Grove Capital Advisors
Tennessee
$386K -$280K -561 -43%
MIM
2824
Merrion Investment Management
New Jersey
$385K – – –
GA
2825
GSG Advisors
New Jersey
$385K +$15.5K +31 +4%
111 112
113
114 115