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Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
2976
Retirement Income Solutions
Michigan
$220K – – –
CAM
2977
Claret Asset Management
Quebec, Canada
$220K +$272K +3,088 New
TW
2978
Towerpoint Wealth
California
$220K +$42.1K +478 +18%
NWMG
2979
National Wealth Management Group
Ohio
$220K +$18K +204 +7%
MWA
2980
Midland Wealth Advisors
Illinois
$219K -$24K -273 -8%
GA
2981
GSG Advisors
New Jersey
$219K -$15.3K -174 -5%
FWM
2982
Fonville Wealth Management
Virginia
$219K +$42.5K +483 +19%
BWG
2983
Balanced Wealth Group
Ohio
$218K – – –
CWMS
2984
Cannon Wealth Management Services
North Carolina
$218K +$12.5K +142 +5%
HCM
2985
Hall Capital Management
Rhode Island
$218K +$1.76K +20 +0.7%
ONSWM
2986
Old North State Wealth Management
North Carolina
$218K -$5.11K -58 -2%
DIP
2987
Davis Investment Partners
North Carolina
$218K +$27.8K +316 +12%
PWA
2988
Physician Wealth Advisors
Utah
$218K -$27.4K -311 -9%
EPM
2989
Elm Partners Management
Pennsylvania
$218K -$68.3K -776 -20%
AWMI
2990
Aegis Wealth Management (Iowa)
Iowa
$217K -$616 -7 -0.2%
BF
2991
Baring Financial
Washington
$217K -$44.3K -503 -14%
EMC
2992
Everest Management Corp
California
$217K +$32.1K +365 +14%
PWS
2993
Physician Wealth Solutions
Nevada
$216K – – –
RCI
2994
RS Crum Inc
California
$216K +$8.81K +100 +3%
VIP
2995
Vista Investment Partners
Oklahoma
$216K -$616 -7 -0.2%
CMBA
2996
C.M. Bidwell & Associates
Hawaii
$216K -$8.54K -97 -3%
BW
2997
Blalock Williams
Alabama
$216K -$39.3K -446 -13%
CA
2998
CapWealth Advisors
Tennessee
$216K -$159K -1,810 -37%
FA
2999
FSA Advisors
Michigan
$215K +$2.38K +27 +0.9%
IG
3000
Ithaka Group
Virginia
$215K -$18.1M -205,983 -99%
118 119
120
121 122