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Name Holding Trade Value Shares
Change 		Change in
Stake
CWRP
5551
Cassady Wealth & Retirement Planning
Nevada
$340K -$8.62K -47 -3%
TFG
5552
Tilson Financial Group
New Jersey
$340K -$8.99K -49 -2%
TPWM
5553
Twelve Points Wealth Management
Massachusetts
$339K +$99.3K +541 +39%
LWM
5554
Lifetime Wealth Management
Texas
$338K -$297K -1,619 -45%
LAMC
5555
Longview Asset Management (California)
California
$338K – – –
TM
5556
Torren Management
California
$337K -$1.47M -8,014 -81%
OCM
5557
Orleans Capital Management
Louisiana
$337K – – –
NQWM
5558
Northwest Quadrant Wealth Management
Oregon
$336K -$78.5K -428 -18%
AFA
5559
Avant Financial Advisors
Texas
$336K -$36.7K -200 -9%
GSWA
5560
Good Steward Wealth Advisors
Tennessee
$335K -$52.3K -285 -13%
AAM
5561
American Asset Management
Florida
$334K – – –
1L
5562
10Elms LLP
Oklahoma
$334K +$25.7K +140 +8%
PWM
5563
Provident Wealth Management
Tennessee
$333K +$21.1K +115 +6%
WG
5564
Watchman Group
Texas
$333K +$22.9K +125 +7%
SWA
5565
ShankerValleau Wealth Advisors
Illinois
$333K – – –
SFP
5566
Sterling Financial Planning
New Jersey
$332K – – –
SEA
5567
Stegent Equity Advisors
Texas
$331K +$67.1K +366 +24%
PPA
5568
Painted Porch Advisors
California
$329K -$55.8K -304 -14%
GGI
5569
GPM Growth Investors
Michigan
$329K +$346K +1,888 New
IWC
5570
Infinity Wealth Counsel
Ohio
$329K +$5.5K +30 +2%
VWA
5571
VSM Wealth Advisory
Maryland
$328K +$5.14K +28 +2%
LWM
5572
Level Wealth Management
North Carolina
$327K – – –
EFG
5573
Erickson Financial Group
Pennsylvania
$327K +$3.12K +17 +0.9%
BDWCC
5574
B&D White Capital Company
Texas
$326K -$551K -3,004 -62%
MAM
5575
Marquette Asset Management
Minnesota
$325K +$4.4K +24 +1%
221 222
223
224 225