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Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
2051
Cullen Investment Group
Louisiana
$345K +$229K +1,000 New
SFG
2052
Seamount Financial Group
Colorado
$345K – – –
HWMC
2053
Heritage Wealth Management (California)
California
$345K +$277K +1,208 New
CFO
2054
CVA Family Office
Colorado
$344K +$14.9K +65 +6%
MHR
2055
Matthew Hamilton Rosenberg
$344K +$4.13K +18 +2%
WF
2056
Whelan Financial
California
$343K -$31.9K -139 -10%
TIA
2057
Tiemann Investment Advisors
California
$342K -$118K -513 -30%
ASBI
2058
American State Bank (Iowa)
Iowa
$342K – – –
CBUSF
2059
Construction & Building Unions Superannuation Fund
Australia
$342K +$275K +1,200 New
MAG
2060
Meadowbrook Advisors Group
New Jersey
$342K +$275K +1,200 New
GC
2061
Guidance Capital
Kentucky
$342K +$197K +860 New
WFA
2062
Wellspring Financial Advisors
Ohio
$342K +$274K +1,193 New
SIC
2063
SJS Investment Consulting
Ohio
$341K +$255K +1,112 +1,324%
BFA
2064
Bragg Financial Advisors
North Carolina
$341K +$274K +1,195 New
ACM
2065
Aspen Capital Management
Idaho
$340K -$11K -48 -4%
GAM
2066
Griffin Asset Management
New York
$340K +$273K +1,192 New
DFS
2067
Dixon Fnancial Services
California
$339K -$22.9K -100 -8%
DC
2068
DeDora Capital
California
$339K +$272K +1,186 New
BDF
2069
Black Diamond Financial
Maryland
$338K +$272K +1,185 New
HFP
2070
Holistic Financial Partners
Indiana
$338K +$272K +1,184 New
FPCP
2071
Fort Point Capital Partners
California
$337K +$230K +1,002 New
C
2072
Covestor
United Kingdom
$337K -$770K -3,355 -74%
CPW
2073
Cove Private Wealth
New York
$337K +$271K +1,180 New
UWPG
2074
Ullmann Wealth Partners Group
Florida
$336K +$7.57K +33 +2%
SWP
2075
Strategic Wealth Partners
Ohio
$335K -$53K -231 -16%
81 82
83
84 85