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Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
2901
City State Bank
Iowa
$338K – – –
SAIG
2902
Semper Augustus Investments Group
Colorado
$338K – – –
CWM
2903
Centurion Wealth Management
Virginia
$338K -$501K -1,004 -60%
CWM
2904
Concentrum Wealth Management
California
$337K +$50.4K +101 +18%
EA
2905
Echo45 Advisors
California
$337K -$49.9K -100 -13%
PSCM
2906
Per Stirling Capital Management
Texas
$337K +$50.9K +102 +18%
TFS
2907
Targeted Financial Services
Florida
$336K – – –
SFWC
2908
Strategic Family Wealth Counselors
New Jersey
$335K -$1.99K -4 -0.6%
CSIC
2909
Clifford Swan Investment Counsel
California
$334K -$144K -288 -31%
MFWM
2910
Motley Fool Wealth Management
Virginia
$334K -$18.8M -37,768 -98%
CPIA
2911
Cornell Pochily Investment Advisors
New York
$334K – – –
WPC
2912
Waters Parkerson & Co
Louisiana
$334K – – –
NC
2913
NewSquare Capital
Pennsylvania
$333K -$1.99K -4 -0.6%
GFG
2914
Genesis Financial Group
New Jersey
$333K -$25.4K -51 -7%
HPBT
2915
Hickory Point Bank & Trust
Illinois
$332K – – –
FGC
2916
Financial Gravity Companies
Texas
$330K +$321K +643 New
SIC
2917
SFE Investment Counsel
California
$330K – – –
LWA
2918
Lineweaver Wealth Advisors
Ohio
$330K -$28.4K -57 -8%
VW
2919
Vance Wealth
California
$330K +$54.4K +109 +20%
SMA
2920
Sage Mountain Advisors
Georgia
$329K +$320K +641 New
WWA
2921
Wealth Watch Advisors
Colorado
$329K +$11K +22 +4%
LWP
2922
LeClair Wealth Partners
Ohio
$329K +$320K +641 New
IFU
2923
iSAM Funds (UK)
United Kingdom
$329K -$976K -1,958 -75%
PWS
2924
Precision Wealth Strategies
Missouri
$328K -$13.5K -27 -4%
QP
2925
Quilter Plc
United Kingdom
$328K -$49.9K -100 -14%
115 116
117
118 119