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Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
4851
Navigoe Wealth Management
California
$277K -$545K -4,298 -63%
SPP
4852
Single Point Partners
Massachusetts
$277K -$277K -2,185 -46%
BAWM
4853
Bennett Associates Wealth Management
Pennsylvania
$276K +$13.2K +104 +4%
AC
4854
Annandale Capital
Texas
$276K -$38.5K -304 -11%
GCWM
4855
Graham Capital Wealth Management
District of Columbia
$275K +$80.7K +637 +34%
FWMM
4856
Foundation Wealth Management (Missouri)
Missouri
$274K +$38K +300 +13%
TPWM
4857
Twelve Points Wealth Management
Massachusetts
$274K +$634 +5 +0.2%
BF
4858
Blankinship & Foster
California
$273K -$215K -1,700 -40%
ITB
4859
Idaho Trust Bank
Idaho
$273K +$319K +2,520 New
SWM
4860
Stark Wealth Management
Pennsylvania
$273K -$1.47M -11,576 -82%
RF
4861
Robinswood Financial
Washington
$273K +$133K +1,052 +72%
KSWWM
4862
Keyes Stange & Wooten Wealth Management
Florida
$272K -$190K -1,500 -37%
BIG
4863
Bush Investment Group
Georgia
$271K -$2.54K -20 -0.8%
OCM
4864
Ovata Capital Management
Hong Kong
$271K +$317K +2,500 New
MRG
4865
Milestone Resources Group
British Virgin Islands
$270K -$430M -3,394,355 -100%
CC
4866
Climber Capital
Switzerland
$270K – – –
HWM
4867
HFG Wealth Management
Texas
$270K +$41.4K +327 +19%
EA
4868
Evergreen Advisors
Tennessee
$269K -$74.8K -590 -19%
PP
4869
Pingora Partners
Wyoming
$268K – – –
AWM
4870
Arista Wealth Management
Nevada
$267K +$96.1K +758 +44%
SIMC
4871
Squire Investment Management Company
Utah
$267K +$12.9K +102 +4%
CGF
4872
Constant Guidance Financial
Massachusetts
$266K +$6.84K +54 +2%
SPL
4873
Smart Portfolios LLC
Washington
$266K -$33.7K -266 -10%
WAC
4874
William Allan Corp
Colorado
$265K – – –
WMS
4875
Wealth Management Strategies
Pennsylvania
$265K -$9.76K -77 -3%
193 194
195
196 197