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Name Holding Trade Value Shares
Change 		Change in
Stake
EA
3051
Eclectic Associates
California
$250K – – –
GWAG
3052
Garrett Wealth Advisory Group
Texas
$249K +$264K +733 New
PAM
3053
Private Asset Management
California
$248K -$5.4K -15 -2%
AAMA
3054
Advanced Asset Management Advisors
Ohio
$248K – – –
MSFP
3055
Mark Sheptoff Financial Planning
Connecticut
$246K – – –
SIAG
3056
Safeguard Investment Advisory Group
California
$246K +$261K +725 New
CT
3057
Clearstead Trust
Maine
$246K +$261K +726 New
IMOV
3058
Investment Management of Virginia
Virginia
$245K +$260K +721 New
ZCI
3059
Zevenbergen Capital Investments
Washington
$244K – – –
BDWCC
3060
B&D White Capital Company
Texas
$244K +$259K +720 New
CWM
3061
Comprehensive Wealth Management
Washington
$243K – – –
DOA
3062
D'Orazio & Associates
Virginia
$243K +$77.1K +214 +43%
KL
3063
KWMG LLC
Kansas
$242K – – –
FA
3064
Financial Avengers
California
$241K +$14K +39 +6%
JWS
3065
Juncture Wealth Strategies
Arizona
$241K +$256K +711 New
HFA
3066
HC Financial Advisors
California
$240K – – –
BWCS
3067
Beirne Wealth Consulting Services
Connecticut
$240K +$1.8K +5 +0.7%
HBWM
3068
Hollow Brook Wealth Management
New York
$238K – – –
ARTA
3069
A.R.T. Advisors
New York
$237K +$251K +698 New
MMHP
3070
Murphy Middleton Hinkle & Parker
Georgia
$236K – – –
GM
3071
GeoWealth Management
Illinois
$236K +$65.2K +181 +35%
TLP
3072
Trinity Legacy Partners
Texas
$236K +$250K +695 New
HWMA
3073
Heritage Wealth Management (Arizona)
Arizona
$234K – – –
NCM
3074
New Capital Management
Texas
$233K +$251K +697 New
VV
3075
Verity & Verity
South Carolina
$232K -$61.6K -171 -20%
121 122
123
124 125