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Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
3126
Greykasell Wealth Strategies
California
$242K +$76.9K +680 +60%
BPC
3127
Bearing Point Capital
Minnesota
$242K +$205K +1,810 New
PFM
3128
Potomac Fund Management
Florida
$241K +$218K +1,930 New
GGS
3129
Galvin Gaustad & Stein
Arizona
$241K +$204K +1,800 New
CF
3130
Claris Financial
Virginia
$241K -$707K -6,250 -78%
AAM
3131
Auxier Asset Management
Oregon
$241K +$204K +1,800 New
SFG
3132
Snider Financial Group
Washington
$241K +$204K +1,800 New
MWA
3133
Medallion Wealth Advisors
Connecticut
$240K – – –
AWM
3134
Apex Wealth Management
New Hampshire
$240K +$202K +1,790 New
CCA
3135
Cora Capital Advisors
New Jersey
$240K +$202K +1,790 New
FFS
3136
Flavin Financial Services
Florida
$240K +$202K +1,790 New
PPG
3137
Peak Planning Group
Colorado
$240K +$202K +1,790 New
MF
3138
Manchester Financial
California
$238K -$69K -610 -26%
CWA
3139
Crux Wealth Advisors
California
$238K +$201K +1,780 New
PWM
3140
PBMares Wealth Management
Virginia
$238K +$201K +1,780 New
T
3141
TOBAM
France
$238K -$21.5K -190 -10%
CFS
3142
CGC Financial Services
Oregon
$237K +$190K +1,680 +1,867%
HA
3143
Hamel Associates
New Jersey
$237K +$200K +1,770 New
OIS
3144
Okabena Investment Services
Minnesota
$237K +$200K +1,770 New
PAMG
3145
Patton Albertson Miller Group
Tennessee
$237K +$200K +1,770 New
SEP
3146
Southland Equity Partners
Missouri
$237K +$200K +1,770 New
TWPM
3147
Total Wealth Planning & Management
Florida
$236K -$50.9K -450 -20%
HI
3148
Human Investing
Oregon
$236K +$199K +1,760 New
MIC
3149
Meridian Investment Counsel
California
$236K +$199K +1,760 New
MA
3150
Modus Advisors
Minnesota
$236K +$199K +1,760 New
124 125
126
127 128