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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3551
Campbell Wealth Management
Virginia
$365K -$311K -6,710 -48%
VR
3552
Valued Retirements
Texas
$365K +$341K +7,360 New
HNWA
3553
Henrickson Nauta Wealth Advisors
Michigan
$365K +$31.1K +670 +10%
KWA
3554
Kellett Wealth Advisors
Ohio
$364K +$46.3K +1,000 +16%
LIWM
3555
Long Island Wealth Management
New York
$363K +$340K +7,330 New
TCPWM
3556
Traverso Chambers Private Wealth Management
California
$360K -$13K -280 -4%
SHWM
3557
Smith & Howard Wealth Management
Georgia
$359K -$463 -10 -0.1%
CFGA
3558
Cambridge Financial Group (Arizona)
Arizona
$357K +$335K +7,220 New
HIG
3559
Heritage Investment Group
Florida
$357K – – –
TAM
3560
Taurus Asset Management
New York
$357K – – –
RCG
3561
Resource Consulting Group
Florida
$356K +$333K +7,180 New
S
3562
Sachetta
Massachusetts
$355K +$333K +7,180 New
SDAM
3563
Shulman DeMeo Asset Management
New York
$354K +$13.4K +290 +4%
WP
3564
Wealthspan Partners
Iowa
$353K -$44.5K -960 -12%
AFG
3565
Allegheny Financial Group
Pennsylvania
$352K +$39.9K +860 +14%
VPP
3566
Vertex Planning Partners
Illinois
$352K +$329K +7,100 New
PPW
3567
Pasadena Private Wealth
California
$349K -$4.63K -100 -1%
SMWM
3568
Silvia McColl Wealth Management
California
$349K +$14.8K +320 +5%
BWA
3569
Beam Wealth Advisors
Louisiana
$349K +$18.5K +400 +6%
SIAM
3570
Sterling Investment Advisors (Missouri)
Missouri
$348K – – –
MPCL
3571
My Personal CFO LLC
Washington
$348K +$113K +2,430 +53%
HFW
3572
Horizon Family Wealth
Illinois
$347K +$463 +10 +0.1%
CFM
3573
Comprehensive Financial Management
California
$347K – – –
GCM
3574
Glaxis Capital Management
Florida
$347K +$324K +7,000 New
PIM
3575
Provident Investment Management
Michigan
$347K +$324K +7,000 New
141 142
143
144 145