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Name Holding Trade Value Shares
Change 		Change in
Stake
CTFG
3051
Capstone Triton Financial Group
Oklahoma
$250K -$133K -368 -33%
MJP
3052
Michael J. Puzo
$250K -$50.4K -140 -16%
EA
3053
Eclectic Associates
California
$250K – – –
GWAG
3054
Garrett Wealth Advisory Group
Texas
$249K +$264K +733 New
PAM
3055
Private Asset Management
California
$248K -$5.4K -15 -2%
AAMA
3056
Advanced Asset Management Advisors
Ohio
$248K – – –
MSFP
3057
Mark Sheptoff Financial Planning
Connecticut
$246K – – –
SIAG
3058
Safeguard Investment Advisory Group
California
$246K +$261K +725 New
CT
3059
Clearstead Trust
Maine
$246K +$261K +726 New
IMOV
3060
Investment Management of Virginia
Virginia
$245K +$260K +721 New
ZCI
3061
Zevenbergen Capital Investments
Washington
$244K – – –
BDWCC
3062
B&D White Capital Company
Texas
$244K +$259K +720 New
CWM
3063
Comprehensive Wealth Management
Washington
$243K – – –
DOA
3064
D'Orazio & Associates
Virginia
$243K +$77.1K +214 +43%
KL
3065
KWMG LLC
Kansas
$242K – – –
FA
3066
Financial Avengers
California
$241K +$14K +39 +6%
JWS
3067
Juncture Wealth Strategies
Arizona
$241K +$256K +711 New
HFA
3068
HC Financial Advisors
California
$240K – – –
BWCS
3069
Beirne Wealth Consulting Services
Connecticut
$240K +$1.8K +5 +0.7%
HBWM
3070
Hollow Brook Wealth Management
New York
$238K – – –
ARTA
3071
A.R.T. Advisors
New York
$237K +$251K +698 New
MMHP
3072
Murphy Middleton Hinkle & Parker
Georgia
$236K – – –
GM
3073
GeoWealth Management
Illinois
$236K +$65.2K +181 +35%
TLP
3074
Trinity Legacy Partners
Texas
$236K +$250K +695 New
HWMA
3075
Heritage Wealth Management (Arizona)
Arizona
$234K – – –
121 122
123
124 125