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Name Holding Trade Value Shares
Change 		Change in
Stake
FCG
3001
Financial Connections Group
California
$305K – – –
OWM
3002
Opes Wealth Management
California
$305K -$16.9K -56 -5%
KFS
3003
Kaizen Financial Strategies
California
$304K -$8.74K -29 -3%
UL
3004
Unionview LLC
Washington
$304K – – –
LNWTC
3005
Laird Norton Wetherby Trust Company
Washington
$303K -$1.51K -5 -0.5%
PWS
3006
Private Wealth Strategies
Ohio
$303K -$57.9K -192 -16%
GGI
3007
Godsey & Gibb Inc
Virginia
$303K +$114K +380 +60%
MFC
3008
Morris Financial Concepts
South Carolina
$303K -$15.7K -52 -5%
SFG
3009
Sather Financial Group
Texas
$303K -$301 -1 -0.1%
AWM
3010
Affinity Wealth Management
Delaware
$303K – – –
LFA
3011
Landmark Financial Advisors
Kentucky
$303K +$11.4K +38 +4%
CG
3012
Cynosure Group
Utah
$302K +$303K +1,007 New
LFG
3013
Lazard Frères Gestion
France
$301K – – –
HBW
3014
Hazlett, Burt & Watson
West Virginia
$301K +$71.7K +238 +32%
OWM
3015
Orgel Wealth Management
Wisconsin
$301K +$603 +2 +0.2%
AWM
3016
Aberdeen Wealth Management
Illinois
$300K – – –
BCM
3017
Brasada Capital Management
Texas
$300K -$452K -1,500 -60%
FAM
3018
Forte Asset Management
New York
$300K – – –
GC
3019
Gruss & Co
Florida
$300K – – –
PHK
3020
Point72 Hong Kong
Hong Kong
$300K – – –
BCM
3021
Bluefin Capital Management
New York
$300K +$301K +1,000 New
WHC
3022
Wulff, Hansen & Co
California
$300K +$301K +1,000 New
3F
3023
360 Financial
Minnesota
$300K -$7.53K -25 -2%
FPB
3024
First PREMIER Bank
South Dakota
$300K – – –
SPA
3025
Sentinel Pension Advisors
Massachusetts
$300K +$68.1K +226 +29%
119 120
121
122 123