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Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
3501
Watershed Private Wealth
Illinois
$2.24M +$24K +94 +1%
THL
3502
Tillman Hartley LLC
Colorado
$2.24M – – –
CSC
3503
Caldwell Sutter Capital
California
$2.23M +$430K +1,684 +28%
PWP
3504
Phillips Wealth Planners
Mississippi
$2.22M -$5.36K -21 -0.3%
P
3505
&Partners
Tennessee
$2.22M +$57.4K +225 +3%
DCM
3506
Dimension Capital Management
Florida
$2.22M +$1.53K +6 +0.1%
TWM
3507
Trevian Wealth Management
Massachusetts
$2.21M +$8.42K +33 +0.4%
CM
3508
Capula Management
Cayman Islands
$2.21M -$34.9M -136,975 -95%
SIAG
3509
Safeguard Investment Advisory Group
California
$2.2M +$121K +475 +7%
OWM
3510
Opes Wealth Management
California
$2.2M +$139K +543 +8%
WCM
3511
Washburn Capital Management
Florida
$2.2M -$92.3K -362 -5%
SWRP
3512
Summit Wealth & Retirement Planning
California
$2.2M -$150K -589 -7%
FA
3513
Fermata Advisors
California
$2.2M -$284K -1,113 -13%
BCMLT
3514
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.19M +$49.2K +193 +3%
OWA
3515
Outlook Wealth Advisors
Texas
$2.19M -$32.9K -129 -2%
AFS
3516
Aft Forsyth & Sober
Florida
$2.18M -$89.3K -350 -4%
AW
3517
Apricus Wealth
South Carolina
$2.18M -$45.4K -178 -2%
GIM
3518
Groesbeck Investment Management
New Jersey
$2.18M – – –
WWP
3519
WR Wealth Planners
Missouri
$2.18M +$1.03M +4,024 +114%
TAM
3520
Tealwood Asset Management
Minnesota
$2.17M -$45.4K -178 -2%
FH
3521
FWG Holdings
Florida
$2.17M -$70.4K -276 -4%
ZIMP
3522
Zimmermann Investment Management & Planning
Pennsylvania
$2.17M -$129K -506 -6%
FCM
3523
Firestone Capital Management
Florida
$2.17M +$59.4K +233 +3%
BPFA
3524
Barnes Pettey Financial Advisors
Mississippi
$2.17M -$110K -431 -5%
AC
3525
Aristides Capital
Kentucky
$2.16M – – –
139 140
141
142 143