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Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
4301
Gold Investment Management
Alberta, Canada
$305K – – –
RWIA
4302
Roger Wittlin Investment Advisory
California
$305K – – –
BWCS
4303
Beirne Wealth Consulting Services
Connecticut
$305K +$9.81K +97 +4%
SPAS
4304
Spectrum Planning & Advisory Services
California
$304K +$248K +2,450 New
FA
4305
Financial Alternatives
California
$303K -$91.5K -905 -27%
MSCM
4306
McElhenny Sheffield Capital Management
Texas
$303K -$11K -109 -4%
PP
4307
Pacifica Partners
Canada
$303K +$12.1K +120 +5%
HFBOT
4308
Home Federal Bank of Tennessee
Tennessee
$303K – – –
FFM
4309
Flagstone Financial Management
Nebraska
$303K +$248K +2,449 New
HFS
4310
Horizon Financial Services
North Carolina
$301K +$103K +1,020 +72%
LJCM
4311
Lee Johnson Capital Management
Texas
$301K -$84.4K -835 -26%
PIM
4312
Platinum Investment Management
Australia
$300K -$88.9K -879 -27%
HCP
4313
Hardin Capital Partners
South Carolina
$300K +$245K +2,428 New
CFP
4314
Cypress Financial Planning
New Jersey
$300K +$245K +2,426 New
DWM
4315
Denver Wealth Management
Colorado
$299K +$245K +2,422 New
WHCI
4316
W.H. Cornerstone Investments
Massachusetts
$299K +$245K +2,420 New
CT
4317
ClearAlpha Technologies
Connecticut
$299K +$245K +2,420 New
WCWM
4318
Willow Creek Wealth Management
California
$299K -$1.21K -12 -0.5%
RWA
4319
Redmont Wealth Advisors
Illinois
$298K – – –
FFAM
4320
Forge First Asset Management
Canada
$297K -$5.86M -57,940 -96%
PWM
4321
Penobscot Wealth Management
Maine
$297K -$6.27K -62 -3%
SFA
4322
Semmax Financial Advisors
North Carolina
$295K +$162K +1,606 +173%
AFTS
4323
American Financial & Tax Strategies
New York
$294K -$22.5K -223 -9%
AWP
4324
Accretive Wealth Partners
New Jersey
$293K -$24.3K -240 -9%
DWS
4325
Dynamic Wealth Strategies
California
$292K +$7.58K +75 +3%
171 172
173
174 175