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Name Holding Trade Value Shares
Change 		Change in
Stake
DG
5301
Diesslin Group
Texas
$508K – – –
WF
5302
Warner Financial
Maryland
$508K – – –
EFG
5303
Ehrlich Financial Group
California
$507K -$67.1K -366 -11%
MWP
5304
MYCIO Wealth Partners
Pennsylvania
$507K +$20.9K +114 +4%
PC
5305
Purewater Capital
Texas
$506K +$533K +2,903 New
FIC
5306
Family Investment Center
Missouri
$506K -$96.7K -527 -15%
GCS
5307
Gordian Capital (Singapore)
Singapore
$506K -$1.16M -6,300 -68%
WFL
5308
Wealth Forward LLC
North Dakota
$504K +$2.02K +11 +0.4%
1NWS
5309
1 North Wealth Services
Maryland
$504K -$15.6K -85 -3%
BWM
5310
BCO Wealth Management
New Mexico
$502K – – –
BIA
5311
Barry Investment Advisors
Massachusetts
$501K -$101K -550 -16%
NFGCM
5312
Norman Fields Gottscho Capital Management
New York
$501K – – –
AA
5313
Advisory Advocates
Michigan
$499K +$25.9K +141 +5%
AC
5314
Amitell Capital
Singapore
$499K +$525K +2,861 New
SA
5315
Situational Awareness
California
$498K +$524K +2,855 New
DAM
5316
Diamant Asset Management
Connecticut
$497K +$90.7M +494,565 +19,982%
DWA
5317
Delta Wealth Advisors
Indiana
$497K -$58K -316 -10%
BCA
5318
Bitterroot Capital Advisors
Montana
$497K +$3.67K +20 +0.7%
TLA
5319
Tanglewood Legacy Advisors
Texas
$495K +$440K +2,401 +552%
DF
5320
DecisionPoint Financial
Arizona
$495K +$8.07K +44 +2%
VWA
5321
Valued Wealth Advisors
Utah
$494K -$53.4K -291 -9%
BWA
5322
BCU Wealth Advisors
Illinois
$494K – – –
OAG
5323
Oakmont Advisory Group
New Mexico
$492K +$40.4K +220 +8%
LFG
5324
Lockerman Financial Group
California
$491K +$18.7K +102 +4%
TCP
5325
TMB Capital Partners
Arkansas
$490K -$28.1K -153 -5%
211 212
213
214 215