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