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Name Holding Trade Value Shares
Change 		Change in
Stake
NFGCM
4801
Norman Fields Gottscho Capital Management
New York
$363K – – –
DWS
4802
Dynamic Wealth Strategies
California
$362K +$2.48K +18 +0.7%
FW
4803
FullCircle Wealth
Texas
$361K +$149K +1,082 +68%
DWM
4804
Denver Wealth Management
Colorado
$359K -$6.89K -50 -2%
DWM
4805
Defined Wealth Management
Oregon
$359K +$36.1K +262 +11%
TCM
4806
Twele Capital Management
Minnesota
$358K +$138 +1 +0%
CWM
4807
Core Wealth Management
Florida
$355K – – –
UWM
4808
USAdvisors Wealth Management
Minnesota
$353K +$6.2K +45 +2%
PPW
4809
Presilium Private Wealth
Pennsylvania
$352K +$47.8K +347 +15%
SIM
4810
Sterling Investment Management
Arizona
$352K -$27.6K -200 -7%
FW
4811
Fairway Wealth
Ohio
$352K -$24.9K -181 -6%
PA
4812
Planning Alternatives
Michigan
$352K +$24K +174 +7%
SGWM
4813
Sterling Group Wealth Management
California
$350K -$103K -747 -22%
RG
4814
Renaissance Group
Kentucky
$349K – – –
WH
4815
Wallace Hart
Kentucky
$349K +$13.4K +97 +4%
MSWA
4816
Marshall & Sterling Wealth Advisors
New York
$349K +$358K +2,596 New
SWM
4817
Sterling Wealth Management
Illinois
$348K -$202K -1,469 -36%
BAM
4818
Blueshift Asset Management
New Jersey
$348K -$1.42M -10,309 -80%
EF
4819
Exeter Financial
Arizona
$348K +$26.7K +194 +8%
IWM
4820
Inlight Wealth Management
Georgia
$347K +$356K +2,583 New
HS
4821
Horan Securities
United States
$345K +$125K +909 +55%
DWM
4822
Dynasty Wealth Management
Florida
$345K +$354K +2,569 New
MC
4823
MIG Capital
California
$345K +$354K +2,566 New
CCM
4824
Condor Capital Management
New Jersey
$344K +$12.3K +89 +4%
IP
4825
Interval Partners
New York
$342K -$916K -6,644 -72%
191 192
193
194 195