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Name Holding Trade Value Shares
Change 		Change in
Stake
JBA
3326
Johnson Bixby & Associates
Washington
$239K – – –
LFASL
3327
Lugano Financial Advisors SA (LFA)
Switzerland
$238K +$30.2K +54 +15%
GSWM
3328
Greenup Street Wealth Management
Michigan
$238K -$1.19M -2,123 -84%
BFG
3329
Bouchey Financial Group
New York
$238K +$20.1K +36 +9%
CHA
3330
Cooper/Haims Advisors
New York
$237K +$5.59K +10 +2%
EIG
3331
Ellenbecker Investment Group
Wisconsin
$237K +$21.8K +39 +10%
VHAM
3332
Van Hulzen Asset Management
California
$237K -$3.91K -7 -2%
CWM
3333
Cabot Wealth Management
Massachusetts
$237K – – –
KFSC
3334
Keystone Financial Services (Colorado)
Colorado
$236K -$3.91K -7 -2%
PS
3335
Planned Solutions
California
$236K – – –
GWM
3336
Greenwich Wealth Management
Connecticut
$236K +$1.68K +3 +0.7%
NI
3337
NDVR Inc
Massachusetts
$236K +$18.4K +33 +9%
BSTWA
3338
Blake Schutter Theil Wealth Advisors
Ohio
$235K -$13.4K -24 -6%
AIMA
3339
Ables Iannone Moore & Associates
Georgia
$235K – – –
PFM
3340
Patton Fund Management
Texas
$235K – – –
CC
3341
Climber Capital
Switzerland
$233K +$229K +409 New
PW
3342
PUREfi Wealth
Massachusetts
$232K -$316K -565 -58%
SIC
3343
Samalin Investment Counsel
New York
$232K -$19.6K -35 -8%
RAM
3344
Rempart Asset Management
Canada
$232K – – –
WA
3345
WPG Advisers
Maryland
$232K +$22.4K +40 +11%
AWP
3346
Avid Wealth Partners
Texas
$231K -$1.12K -2 -0.5%
WI
3347
Westbourne Investments
Virginia
$231K +$226K +405 New
LWM
3348
LongView Wealth Management
Georgia
$231K -$10.6K -19 -4%
MWA
3349
Monograph Wealth Advisors
California
$230K – – –
SFMG
3350
Sage Financial Management Group
Virginia
$230K – – –
132 133
134
135 136