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Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
2476
Kaizen Financial Strategies
California
$512K -$252K -2,342 -30%
WE
2477
Wealth Effects
Massachusetts
$511K -$679K -6,300 -54%
BCM
2478
Bourgeon Capital Management
Connecticut
$511K – – –
LI
2479
LifeWealth Investments
Florida
$510K -$331K -3,066 -36%
PPC
2480
Park Place Capital
Alabama
$510K +$1.51K +14 +0.3%
GG
2481
GenWealth Group
New Jersey
$510K +$607K +5,630 New
CB
2482
Community Bank
New York
$510K – – –
HCA
2483
Heck Capital Advisors
Wisconsin
$509K -$23K -213 -4%
IIC
2484
Integrated Investment Consultants
Michigan
$509K +$7.01K +65 +1%
CCWM
2485
Correct Capital Wealth Management
Missouri
$509K -$23.3K -216 -4%
UIM
2486
Unified Investment Management
Georgia
$507K +$85.2K +790 +17%
TPWA
2487
Twin Peaks Wealth Advisors
California
$507K +$45K +417 +7%
JLBC
2488
J.L. Bainbridge & Co
Florida
$506K +$32.2K +299 +6%
BPW
2489
Bingham Private Wealth
California
$506K +$582K +5,399 New
WH
2490
Wallace Hart
Kentucky
$506K -$1.08M -9,998 -65%
KAM
2491
Karani Asset Management
New York
$505K -$6.47K -60 -1%
GWM
2492
Greenwich Wealth Management
Connecticut
$505K -$43.2K -401 -7%
CF
2493
Carlson Financial
Oregon
$505K +$581K +5,385 New
XF
2494
XML Financial
Maryland
$504K -$3.34K -31 -0.6%
BFA
2495
Bill Few Associates
Pennsylvania
$504K -$12.4K -115 -2%
CCIA
2496
Cherry Creek Investment Advisors
Colorado
$503K +$49.4K +458 +9%
CWA
2497
Consilio Wealth Advisors
Washington
$503K -$18.3K -170 -3%
MLFP
2498
MPS Loria Financial Planners
Illinois
$503K – – –
SWP
2499
Summit Wealth Partners
Florida
$503K – – –
CA
2500
Calton & Associates
Florida
$502K +$181K +1,681 +46%
98 99
100
101 102