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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3101
CCG Wealth Management
California
$259K +$17.2K +30 +7%
NFG
3102
Nations Financial Group
Iowa
$259K +$31.6K +55 +14%
PWP
3103
Precedent Wealth Partners
Texas
$259K -$10.3K -18 -4%
CL
3104
CLG LLC
California
$258K -$67.8K -118 -21%
T
3105
Tidemark
California
$258K +$29.3K +51 +13%
GSIS
3106
Global Strategic Investment Solutions
Arizona
$258K -$17.8K -31 -6%
SC
3107
Seldon Capital
California
$258K – – –
PCFFS
3108
Pacific Center for Financial Services
California
$258K +$574 +1 +0.2%
MIC
3109
Meridian Investment Counsel
California
$257K -$34.5K -60 -12%
VFM
3110
Vision Financial Markets
Connecticut
$257K – – –
LSA
3111
Lansing Street Advisors
Pennsylvania
$256K +$25.3K +44 +11%
AAG
3112
Armstrong Advisory Group
Massachusetts
$256K +$41.9K +73 +19%
IPW
3113
Impact Partnership Wealth
Georgia
$256K +$11.5K +20 +5%
BCM
3114
Bienville Capital Management
New York
$256K -$163K -284 -39%
MHIC
3115
Marble Harbor Investment Counsel
Massachusetts
$256K -$63.2K -110 -20%
LIA
3116
LifePlan Investment Advisors
North Carolina
$256K -$8.61K -15 -3%
WAS
3117
Wealth Advisory Solutions
Indiana
$255K -$105K -182 -29%
IDBONY
3118
Israel Discount Bank of New York
New York
$255K -$5.17K -9 -2%
ZI
3119
ZEGA Investments
Florida
$254K +$3.45K +6 +1%
HA
3120
Hofer & Associates
California
$254K -$118K -206 -32%
IW
3121
Instrumental Wealth
Florida
$254K +$17.8K +31 +7%
ORC
3122
O'Rourke & Company
Massachusetts
$253K +$21.8K +38 +9%
AWA
3123
Artemis Wealth Advisors
New York
$253K – – –
OCG
3124
Opus Capital Group
Ohio
$252K +$1.72K +3 +0.7%
SIC
3125
Samalin Investment Counsel
New York
$251K -$4.59K -8 -2%
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125
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