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Name Holding Trade Value Shares
Change 		Change in
Stake
LWMM
3001
Legacy Wealth Management (Mississippi)
Mississippi
$218K – – –
SWM
3002
Soundmark Wealth Management
Washington
$217K +$198K +737 New
TIM
3003
Tortoise Investment Management
New York
$216K -$1.08K -4 -0.5%
HC
3004
Hendley & Co
Ohio
$216K – – –
AWM
3005
Aberdeen Wealth Management
Illinois
$215K -$92.4K -343 -32%
BCM
3006
BTR Capital Management
California
$215K -$53.9K -200 -21%
BRA
3007
Biechele Royce Advisors
Indiana
$215K +$197K +730 New
GWAG
3008
Garrett Wealth Advisory Group
Texas
$215K +$197K +730 New
PWA
3009
Peterson Wealth Advisors
Utah
$214K +$195K +725 New
HWMA
3010
Heritage Wealth Management (Arizona)
Arizona
$213K +$195K +723 New
BIA
3011
Barry Investment Advisors
Massachusetts
$213K +$195K +724 New
WFMPM
3012
Woodley Farra Manion Portfolio Management
Indiana
$212K -$110K -407 -36%
SWP
3013
ShoreHaven Wealth Partners
New Jersey
$212K -$26.9K -100 -12%
VFP
3014
Verus Financial Partners
Virginia
$212K +$183K +678 New
CWM
3015
Comprehensive Wealth Management
Washington
$211K +$193K +717 New
KL
3016
KWMG LLC
Kansas
$211K -$21.5K -80 -10%
LFA
3017
Lighthouse Financial Advisors
Maryland
$209K -$22.6K -84 -11%
JIP
3018
JBJ Investment Partners
South Carolina
$209K +$191K +711 New
FC
3019
Financial Consulate
Maryland
$208K -$8.08K -30 -4%
FA
3020
Financial Avengers
California
$208K – – –
CWM
3021
Cahaba Wealth Management
Georgia
$208K +$190K +707 New
UWPG
3022
Ullmann Wealth Partners Group
Florida
$207K +$189K +703 New
BWCS
3023
Beirne Wealth Consulting Services
Connecticut
$206K -$2.25M -8,362 -92%
HBWM
3024
Hollow Brook Wealth Management
New York
$206K -$2.17M -8,051 -92%
HFA
3025
HC Financial Advisors
California
$206K – – –
119 120
121
122 123