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Name Holding Trade Value Shares
Change 		Change in
Stake
LL
3051
LWMG LLC
Minnesota
$285K +$44.9K +149 +19%
PO
3052
Private Ocean
California
$285K -$306K -1,017 -52%
GKIM
3053
GW&K Investment Management
Massachusetts
$284K +$53.9K +179 +23%
FAG
3054
Financial Advisory Group
Texas
$283K -$10.5K -35 -4%
CGH
3055
CMG Global Holdings
Texas
$283K +$48.8K +162 +21%
AIM
3056
Alhambra Investment Management
Florida
$283K – – –
FA
3057
Fortis Advisors
Pennsylvania
$282K +$8.13K +27 +3%
WCM
3058
Wealthcare Capital Management
Virginia
$282K +$30.7K +102 +12%
CW
3059
Channel Wealth
California
$282K -$7.83K -26 -3%
CTFG
3060
Capstone Triton Financial Group
Oklahoma
$281K +$25K +83 +10%
SIM
3061
Stratos Investment Management
Ohio
$281K -$27.4K -91 -9%
SHWM
3062
Smith & Howard Wealth Management
Georgia
$280K – – –
PWS
3063
Peterson Wealth Services
Utah
$280K -$2.11K -7 -0.7%
RCI
3064
RS Crum Inc
California
$279K +$7.53K +25 +3%
JCM
3065
Janney Capital Management
Pennsylvania
$279K – – –
GWM
3066
GoalFusion Wealth Management
Texas
$278K +$279K +927 New
WAM
3067
Watershed Asset Management
California
$278K -$41K -136 -13%
MWM
3068
Mattern Wealth Management
Kansas
$278K -$3.92K -13 -1%
MLFP
3069
MPS Loria Financial Planners
Illinois
$277K +$301 +1 +0.1%
CT
3070
Clearstead Trust
Maine
$277K +$29.2K +97 +12%
SFG
3071
Steward Financial Group
Texas
$276K -$11.1K -37 -4%
KCM
3072
Kanawha Capital Management
Virginia
$276K – – –
BA
3073
Bluesphere Advisors
Pennsylvania
$275K +$30.1K +100 +12%
CFP
3074
Curran Financial Partners
South Carolina
$275K +$41.6K +138 +18%
BAM
3075
Brave Asset Management
New Jersey
$273K – – –
121 122
123
124 125