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Name Holding Trade Value Shares
Change
Change in
Stake
TWPM
3351
Total Wealth Planning & Management
Florida
$203K +$210K +2,038 New
JMG Financial Group
3352
JMG Financial Group
Illinois
$202K – – –
ACM
3353
AUA Capital Management
Pennsylvania
$202K – – –
SFWC
3354
Strategic Family Wealth Counselors
New Jersey
$201K -$34K -330 -14%
SC
3355
Stance Capital
Massachusetts
$201K +$208K +2,017 New
AWM
3356
Able Wealth Management
New Jersey
$200K +$7.01K +68 +3%
HA
3357
HC Advisors
Georgia
$200K +$207K +2,010 New
IWM
3358
IMG Wealth Management
Florida
$200K +$207K +2,010 New
AIM
3359
Arcadia Investment Management
Michigan
$199K – – –
GCL
3360
Gouws Capital LLC
North Carolina
$199K – – –
SAM
3361
Sherman Asset Management
California
$196K +$204K +1,974 New
B
3362
Birchbrook
Maine
$196K +$17K +165 +9%
CapitalatWork SA
3363
CapitalatWork SA
$194K – – –
HCA
3364
Harbor Capital Advisors
Illinois
$190K +$43.1K +418 +28%
FFA
3365
Fairfield Financial Advisors
Massachusetts
$187K -$572K -5,548 -75%
CP
3366
Castleview Partners
Texas
$186K -$39K -378 -17%
PAG
3367
Paladin Advisory Group
Iowa
$186K -$25.7K -249 -12%
GCM
3368
Goldstream Capital Management
Hong Kong
$184K -$217K -2,107 -53%
WFA
3369
Wellspring Financial Advisors
Ohio
$184K -$310K -3,003 -15%
IWP
3370
IAG Wealth Partners
Wisconsin
$183K +$11.2K +109 +6%
NIMI
3371
Natixis Investment Managers International
France
$171K – – –
SL
3372
Salomon & Ludwin
Virginia
$170K -$5.88K -57 -3%
WA
3373
WPG Advisers
Maryland
$170K +$176K +1,705 New
WWP
3374
WR Wealth Planners
Missouri
$167K -$21K -204 -11%
PPA
3375
Painted Porch Advisors
California
$166K +$7.32K +71 +4%