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Name Holding Trade Value Shares
Change 		Change in
Stake
UL
3501
Unionview LLC
Washington
$399K -$11.1K -240 -3%
PFM
3502
Phillips Financial Management
Indiana
$397K -$40.8K -880 -10%
DWMG
3503
DB Wealth Management Group
California
$396K – – –
BIP
3504
Blue Investment Partners
California
$396K – – –
CFGSD
3505
Compass Financial Group (South Dakota)
South Dakota
$395K – – –
WW
3506
Waterfront Wealth
Kansas
$395K +$4.63K +100 +1%
CWA
3507
Cornerstone Wealth Advisors
Minnesota
$394K -$16.2K -350 -4%
AAM
3508
Ameraudi Asset Management
New York
$394K – – –
VH
3509
Visionary Horizons
Tennessee
$393K +$368K +7,940 New
ST
3510
Sageworth Trust
Pennsylvania
$392K -$927 -20 -0.3%
AIFAIM
3511
American Institute for Advanced Investment Management
Arizona
$389K – – –
PCMF
3512
Private Capital Management (Florida)
Florida
$389K -$64.9K -1,400 -15%
LIG
3513
Lokken Investment Group
Delaware
$389K -$11.6K -250 -3%
ACA
3514
Aspire Capital Advisors
Washington
$388K -$262K -5,650 -42%
HEIP
3515
Hudson Edge Investment Partners
New Jersey
$386K +$111K +2,390 +44%
AMBIA
3516
Allen Mooney & Barnes Investment Advisors
Georgia
$385K +$92.2K +1,990 +34%
WAM
3517
Worth Asset Management
Texas
$384K -$1.85M -40,000 -84%
GIA
3518
GHP Investment Advisors
Colorado
$383K -$89.4K -1,930 -20%
PWM
3519
Paulson Wealth Management
Illinois
$383K -$310K -6,680 -46%
SIA
3520
SeaBridge Investment Advisors
New Jersey
$383K +$358K +7,730 New
HWP
3521
Hibernia Wealth Partners
Louisiana
$381K +$199K +4,290 +126%
RG
3522
Richelieu Gestion
France
$381K +$179K +3,860 +101%
BB
3523
Burford Brothers
Texas
$381K +$356K +7,690 New
VFG
3524
Victory Financial Group
Texas
$379K +$355K +7,650 New
CPG
3525
Cornerstone Planning Group
New Jersey
$378K -$22.2K -480 -6%
139 140
141
142 143