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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3151
Shrier Wealth Management
California
$532K -$27.8K -70 -5%
PRI
3152
Prepared Retirement Institute
Pennsylvania
$531K – – –
SPWG
3153
Sage Private Wealth Group
Illinois
$531K +$13.1K +33 +3%
BGDI
3154
BW Gestao de Investimentos
Brazil
$531K -$11.4M -28,738 -96%
PWA
3155
Perspective Wealth Advisors
Colorado
$529K +$18.7K +47 +4%
BDF
3156
Black Diamond Financial
Maryland
$529K -$6.36K -16 -1%
RT
3157
Rockland Trust
Massachusetts
$529K -$61.6K -155 -11%
HIM
3158
Hanlon Investment Management
New Jersey
$529K +$1.99K +5 +0.4%
PWA
3159
Phoenix Wealth Advisors
North Carolina
$528K +$398 +1 +0.1%
CWM
3160
Clearview Wealth Management
California
$528K -$6.76K -17 -1%
MA
3161
MBA Advisors
Pennsylvania
$527K -$17.9K -45 -3%
DFA
3162
Delta Financial Advisors
Louisiana
$526K -$3.98K -10 -0.8%
DFP
3163
Donalies Financial Planning
District of Columbia
$526K – – –
TIP
3164
Torray Investment Partners
Maryland
$526K – – –
SSW
3165
Smith Shellnut Wilson
Mississippi
$524K – – –
SC
3166
Searle & Co
Connecticut
$523K – – –
HR
3167
Hardy Reed
Mississippi
$522K +$265K +667 +116%
WC
3168
Westerkirk Capital
$522K – – –
WLPWM
3169
Walled Lake Planning & Wealth Management
Illinois
$522K +$7.16K +18 +1%
FWTB
3170
First Western Trust Bank
Colorado
$522K -$100K -252 -17%
BFA
3171
Bright Financial Advisors
Michigan
$522K – – –
NS
3172
Northland Securities
Minnesota
$522K +$29.8K +75 +6%
OMIC
3173
Old Mission Investment Co
Michigan
$521K +$493K +1,240 New
AA
3174
AF Advisors
California
$521K +$1.99K +5 +0.4%
CL
3175
CLG LLC
California
$520K -$346K -869 -41%
125 126
127
128 129