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Name Holding Trade Value Shares
Change 		Change in
Stake
GAMC
1701
Garner Asset Management Corp
Texas
$361K -$2.18K -50 -0.8%
HFM
1702
Hartford Financial Management
Connecticut
$361K – – –
AA
1703
Aire Advisors
California
$360K – – –
WSWA
1704
Warren Street Wealth Advisors
California
$360K +$6.55K +150 +2%
SCM
1705
Saxony Capital Management
Missouri
$360K +$323K +7,400 New
NCM
1706
New Capital Management
Texas
$359K +$322K +7,380 New
PWM
1707
Purus Wealth Management
California
$359K -$17.5K -400 -5%
GWM
1708
Greenwich Wealth Management
Connecticut
$359K +$24K +550 +8%
EWM
1709
Evermay Wealth Management
Virginia
$359K +$282K +6,470 +719%
CWM
1710
Concentric Wealth Management
California
$357K – – –
PDL
1711
Portfolio Design Labs
California
$357K +$320K +7,330 New
MCA
1712
Magnolia Capital Advisors
Mississippi
$355K +$275K +6,300 New
AAS
1713
Annex Advisory Services
Wisconsin
$354K +$22.7K +520 +8%
PP
1714
Pegasus Partners
Wisconsin
$353K +$317K +7,260 New
BWM
1715
BCS Wealth Management
Tennessee
$353K -$1.31K -30 -0.4%
JAG
1716
Journey Advisory Group
Kentucky
$353K – – –
CCM
1717
Carlson Capital Management
Minnesota
$353K -$11.3K -260 -3%
MCM
1718
Mattern Capital Management
Colorado
$352K -$54.1K -1,240 -15%
BWM
1719
Biltmore Wealth Management
Arizona
$352K – – –
KFS
1720
Kaizen Financial Strategies
California
$352K +$437 +10 +0.1%
1WM
1721
1858 Wealth Management
Ohio
$352K +$316K +7,230 New
DSC
1722
Duncker Streett & Co
Missouri
$350K – – –
WCFA
1723
Walkner Condon Financial Advisors
Wisconsin
$350K +$314K +7,190 New
TCM
1724
Tufton Capital Management
Maryland
$349K – – –
TCM
1725
TD Capital Management
Tennessee
$348K – – –
67 68
69
70 71