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Name Holding Trade Value Shares
Change 		Change in
Stake
GCWM
5326
Graham Capital Wealth Management
District of Columbia
$748K +$81.2K +187 +14%
SPI
5327
Strategic Planning Inc
Ohio
$746K -$32.6K -75 -5%
CC
5328
Carlson Capital
Texas
$746K +$651K +1,500 New
NI
5329
NFC Investments
Tennessee
$746K – – –
FRM
5330
Fox Run Management
Connecticut
$745K +$161K +370 +33%
CC
5331
Climber Capital
Switzerland
$744K +$1.74K +4 +0.3%
VWA
5332
Valued Wealth Advisors
Utah
$740K +$12.2K +28 +2%
SIM
5333
Sims Investment Management
Ohio
$738K -$8.69K -20 -1%
TCM
5334
Tuttle Capital Management
Connecticut
$732K +$83.4K +192 +15%
RCWM
5335
Red Crane Wealth Management
California
$732K +$24.3K +56 +4%
CAG
5336
Compass Advisory Group
New York
$731K +$31.3K +72 +5%
CPA
5337
Clear Point Advisors
New York
$728K +$13.5K +31 +2%
BFP
5338
Briaud Financial Planning
Texas
$727K +$39.1K +90 +7%
WFPG
5339
Waller Financial Planning Group
Ohio
$727K -$157K -362 -20%
RIG
5340
Ramiah Investment Group
Wisconsin
$726K +$634K +1,460 New
TPW
5341
Tiller Private Wealth
Pennsylvania
$726K -$419K -964 -40%
AFS
5342
Axiom Financial Strategies
Indiana
$724K -$508K -1,169 -45%
DWS
5343
Dynamic Wealth Strategies
California
$723K -$7.38K -17 -1%
Q1WB
5344
Quest 10 Wealth Builders
Virginia
$721K +$29.1K +67 +5%
CWM
5345
Core Wealth Management
Florida
$718K -$63.4K -146 -9%
TA
5346
TKG Advisors
Indiana
$718K -$6.08K -14 -1%
HOWA
5347
Heritage Oak Wealth Advisors
Florida
$718K +$18.2K +42 +3%
WCM
5348
Wealthcare Capital Management
Virginia
$717K -$728K -1,676 -54%
DLHL
5349
Donald L. Hagan LLC
Florida
$717K -$6.08K -14 -1%
WWP
5350
Waypoint Wealth Partners
California
$717K +$394K +908 +170%
212 213
214
215 216