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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
4701
RBA Wealth Management
California
$371K +$16.7K +132 +4%
CMA
4702
Cedar Mountain Advisors
Oregon
$370K +$2.15K +17 +0.5%
UWM
4703
USAdvisors Wealth Management
Minnesota
$368K +$97.5K +769 +29%
AMIM
4704
Aull & Monroe Investment Management
Alabama
$367K +$28.5K +225 +7%
LAMNM
4705
Longview Asset Management (New Mexico)
New Mexico
$366K -$33.7K -266 -7%
SJGA
4706
Stephen J. Garry & Associates
New York
$366K +$4.18K +33 +1%
AFS
4707
Access Financial Services
Minnesota
$366K +$41.2K +325 +11%
BAM
4708
Blueshift Asset Management
New Jersey
$366K +$99.4K +784 +30%
TWM
4709
Trevian Wealth Management
Massachusetts
$362K -$150K -1,181 -26%
SFC
4710
Sprinkle Financial Consultants
Colorado
$361K +$422K +3,327 New
PPW
4711
Presilium Private Wealth
Pennsylvania
$361K +$89.1K +703 +27%
DIS
4712
Diversified Investment Strategies
Louisiana
$360K – – –
HFS
4713
Hughes Financial Services
Virginia
$360K -$28.6K -226 -6%
MCM
4714
Moore Capital Management
New York
$360K -$282M -2,224,437 -100%
MWM
4715
Mittelman Wealth Management
Massachusetts
$359K -$144K -1,133 -26%
CRIG
4716
Charter Research & Investment Group
Connecticut
$358K -$3.17K -25 -0.8%
HSWS
4717
Higgins & Schmidt Wealth Strategies
Colorado
$356K +$28.8K +227 +7%
M
4718
MYeCFO
California
$355K -$16K -126 -4%
EFG
4719
Ehrlich Financial Group
California
$355K +$6.34K +50 +2%
CCA
4720
Cypress Capital Advisors
Tennessee
$355K +$415K +3,273 New
FNWA
4721
Financial Network Wealth Advisors
Utah
$353K +$163K +1,290 +66%
BWM
4722
Boyd Wealth Management
California
$352K +$15.2K +120 +4%
BWS
4723
BCR Wealth Strategies
Alabama
$349K +$39K +308 +11%
SM
4724
Southport Management
Wyoming
$347K -$862K -6,800 -68%
KLI
4725
Kelman-Lazarov Inc
Tennessee
$346K +$213K +1,684 +111%
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189
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