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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
4026
Pointe Capital Management
Michigan
$1.84M +$9.59K +55 +0.6%
CWMK
4027
Caliber Wealth Management (Kansas)
Kansas
$1.84M -$1.54M -8,813 -47%
FCM
4028
Family Capital Management
Michigan
$1.84M +$427K +2,449 +33%
CPW
4029
Catalyst Private Wealth
California
$1.84M +$66.9K +384 +4%
LWM
4030
Lighthouse Wealth Management
Ohio
$1.84M +$7.67K +44 +0.4%
CCMW
4031
Cypress Capital Management (Wyoming)
Wyoming
$1.84M -$38.3K -220 -2%
LWM
4032
Lionshead Wealth Management
New York
$1.84M +$41.8K +240 +2%
WFC
4033
Western Financial Corp
California
$1.84M +$1.72M +9,846 New
RP
4034
Riverwater Partners
Wisconsin
$1.84M +$42.2K +242 +3%
KWA
4035
Kondo Wealth Advisors
California
$1.84M +$41K +235 +2%
WFA
4036
WestHill Financial Advisors
California
$1.84M -$20K -115 -1%
DI
4037
DDFG Inc
California
$1.83M +$5.05K +29 +0.3%
RI
4038
Ridgewood Investments
New Jersey
$1.82M -$105K -605 -6%
WH
4039
Wallace Hart
Kentucky
$1.82M +$1.7M +9,742 New
KCM
4040
Kennicott Capital Management
California
$1.82M – – –
RW
4041
Rede Wealth
Virginia
$1.81M -$3.78M -21,685 -69%
EBA
4042
Eagle Bay Advisors
New York
$1.81M -$153K -880 -8%
HTWM
4043
Hartmann Taylor Wealth Management
Texas
$1.81M +$28.8K +165 +2%
ST
4044
Somerset Trust
Pennsylvania
$1.81M +$332K +1,902 +24%
VAF
4045
Values Added Financial
District of Columbia
$1.81M +$226K +1,298 +15%
PAM
4046
Peak Asset Management
Colorado
$1.81M – – –
PAG
4047
Poinciana Advisors Group
Florida
$1.81M -$45.1K -259 -3%
TCM
4048
TD Capital Management
Tennessee
$1.81M -$6.1K -35 -0.4%
GPI
4049
General Partner Inc
Pennsylvania
$1.8M – – –
BFP
4050
Briaud Financial Planning
Texas
$1.79M -$12.4K -71 -0.7%
160 161
162
163 164