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Name Holding Trade Value Shares
Change 		Change in
Stake
HA
3026
Helium Advisors
Washington
$261K -$80.6K -660 -23%
AF
3027
AGP Franklin
Tennessee
$261K – – –
SPW
3028
Sonoma Private Wealth
California
$261K – – –
WLIM
3029
White Lighthouse Investment Management
Massachusetts
$261K +$15.9K +130 +6%
GCWM
3030
Graham Capital Wealth Management
District of Columbia
$260K -$18.3K -150 -6%
TFO
3031
Tarbox Family Office
California
$260K -$1.22K -10 -0.5%
KFG
3032
Kingdom Financial Group
Arizona
$260K +$265K +2,170 New
FM
3033
Foster & Motley
Ohio
$260K +$13.4K +110 +5%
EMFAT
3034
Emerald Mutual Fund Advisers Trust
Pennsylvania
$259K -$124K -1,020 -32%
TWP
3035
Total Wealth Planning
Ohio
$259K +$9.76K +80 +4%
RF
3036
Rossby Financial
Florida
$259K +$238K +1,950 +750%
CGH
3037
CMG Global Holdings
Texas
$259K -$9.76K -80 -4%
AIS
3038
AM Investment Strategies
Tennessee
$258K -$6.1K -50 -2%
SB
3039
SIG Brokerage
New York
$258K -$3.02M -24,710 -92%
BFA
3040
Bright Financial Advisors
Michigan
$258K – – –
HGWM
3041
Horst & Graben Wealth Management
Oregon
$257K +$1.22K +10 +0.5%
RWM
3042
RKL Wealth Management
Pennsylvania
$257K -$95.2K -780 -27%
PBO
3043
Peoples Bank (Ohio)
Ohio
$257K -$15.9K -130 -6%
FPTW
3044
Franklin, Parlapiano, Turner & Welch
Texas
$257K – – –
RAG
3045
RIA Advisory Group
Iowa
$257K – – –
RWMG
3046
Redwood Wealth Management Group
New Jersey
$255K -$15.9K -130 -6%
CPW
3047
Crestmont Private Wealth
Texas
$255K -$14.6K -120 -5%
CWM
3048
Certus Wealth Management
California
$255K – – –
WCM
3049
WealthTrak Capital Management
Virginia
$254K +$2.44K +20 +1%
WGAM
3050
Wilkinson Global Asset Management
New York
$254K +$9.76K +80 +4%
120 121
122
123 124