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Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
6076
Envision Financial Planning
Tennessee
$351K -$501 -1 -0.1%
RIAS
6077
Rachor Investment Advisory Services
Michigan
$350K +$362K +723 New
GWM
6078
Grand Wealth Management
Michigan
$349K -$251K -500 -41%
PFGWM
6079
Price Financial Group Wealth Management
Oregon
$348K +$396K +790 New
GSCM
6080
Greenfield Seitz Capital Management
Texas
$345K – – –
JCM
6081
J2 Capital Management
Michigan
$344K +$30.1K +60 +9%
VBA
6082
von Borstel & Associates
Oregon
$344K -$24.2M -48,255 -99%
IWM
6083
Inlight Wealth Management
Georgia
$344K +$2K +4 +0.6%
BWA
6084
BCU Wealth Advisors
Illinois
$343K – – –
WCM
6085
Westend Capital Management
California
$342K +$292K +582 +466%
SWCM
6086
Sullivan Wood Capital Management
District of Columbia
$342K – – –
SCP
6087
Sender Company & Partners
New York
$342K +$354K +707 New
FA
6088
Fullerton Advisors
California
$342K +$354K +707 New
MWP
6089
MYCIO Wealth Partners
Pennsylvania
$341K +$7.52K +15 +2%
FPW
6090
Flagship Private Wealth
Massachusetts
$341K +$17K +34 +5%
RWS
6091
Rochester Wealth Strategies
Michigan
$338K – – –
FIS
6092
Fischer Investment Strategies
California
$337K +$10.5K +21 +3%
SWM
6093
Stark Wealth Management
Pennsylvania
$337K – – –
S4W
6094
Solutions 4 Wealth
Texas
$337K – – –
TWM
6095
Troutman Wealth Management
Pennsylvania
$336K +$348K +695 New
FVCM
6096
F&V Capital Management
Florida
$336K -$36.1K -72 -9%
DB
6097
Dravo Bay
Delaware
$335K +$38.6K +77 +13%
DAM
6098
DLD Asset Management
New York
$335K +$347K +693 New
TF
6099
Theory Financial
Colorado
$335K +$62.6K +125 +21%
HF
6100
Holcombe Financial
Georgia
$335K +$18K +36 +5%
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244
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