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Name Holding Trade Value Shares
Change 		Change in
Stake
WF
4901
Warner Financial
Maryland
$1.41M – – –
CCM
4902
Colorado Capital Management
Colorado
$1.41M +$96K +221 +8%
OC
4903
Optima Capital
Oregon
$1.41M +$104K +240 +9%
PWM
4904
Penobscot Wealth Management
Maine
$1.41M -$13.5K -31 -1%
ACM
4905
Arlington Capital Management
Illinois
$1.41M -$42.1K -97 -3%
HIA
4906
Harvest Investment Advisors
Florida
$1.4M +$1.23M +2,821 New
TF
4907
Tenon Financial
New Jersey
$1.4M – – –
DIA
4908
Dean Investment Associates
Ohio
$1.4M -$7.82K -18 -0.6%
WC
4909
Weil Company
California
$1.4M +$232K +534 +23%
LWA
4910
Lifelong Wealth Advisors
Minnesota
$1.4M +$109K +252 +10%
GWSA
4911
Global Wealth Strategies & Associates
Colorado
$1.4M -$175K -404 -13%
FWM
4912
FFT Wealth Management
Pennsylvania
$1.4M +$66.9K +154 +6%
GCM
4913
G2 Capital Management
Ohio
$1.4M -$1.74K -4 -0.1%
EAM
4914
Everstar Asset Management
North Carolina
$1.39M +$20.4K +47 +2%
SL
4915
SWMG LLC
Texas
$1.39M -$78.2K -180 -6%
DF
4916
Define Financial
California
$1.39M +$6.95K +16 +0.6%
TWM
4917
Tumwater Wealth Management
Idaho
$1.39M -$15.6K -36 -1%
T
4918
Tidemark
California
$1.39M +$45.2K +104 +4%
PIA
4919
Pollock Investment Advisors
Michigan
$1.38M -$85.6K -197 -7%
KWA
4920
Kondo Wealth Advisors
California
$1.38M -$45.6K -105 -4%
SRCM
4921
Signature Resources Capital Management
California
$1.38M +$42.6K +98 +4%
WA
4922
Waterford Advisors
New York
$1.38M -$656K -1,510 -54%
MLRA
4923
Main Line Retirement Advisors
Montana
$1.38M +$20K +46 +2%
NF
4924
NavPoint Financial
Minnesota
$1.38M – – –
JPLA
4925
Joseph P. Lucia & Associates
New York
$1.38M +$198K +456 +20%
195 196
197
198 199