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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3576
Momentous Wealth Management
Washington
$363K +$45.2K +102 +14%
NCM
3577
Nelson Capital Management
California
$362K +$48.8K +110 +16%
AA
3578
Alesco Advisors
New York
$362K -$43.9K -99 -11%
BBW
3579
Blue Barn Wealth
Utah
$362K -$657K -1,481 -65%
RCM
3580
Requisite Capital Management
Texas
$362K -$572K -1,290 -62%
CPWM
3581
Cypress Point Wealth Management
Texas
$362K +$33.2K +75 +10%
PAM
3582
Palisade Asset Management
Minnesota
$361K – – –
MAA
3583
Mraz Amerine & Associates
California
$360K – – –
NCG
3584
Newport Capital Group
New Jersey
$360K +$38.1K +86 +12%
EWA
3585
ERTS Wealth Advisors
Michigan
$360K – – –
HTWM
3586
Hartmann Taylor Wealth Management
Texas
$360K – – –
PW
3587
Pandora Wealth
Illinois
$360K – – –
BI
3588
Berkeley Inc
Idaho
$360K +$355K +800 New
EA
3589
Enclave Advisors
Texas
$360K -$79.8K -180 -18%
SF
3590
Steffes Financial
Kansas
$359K +$354K +799 New
CWM
3591
Cahaba Wealth Management
Georgia
$359K +$9.31K +21 +3%
TCM
3592
Towercrest Capital Management
Pennsylvania
$359K -$45.2K -102 -11%
HFO
3593
Heritage Family Offices
Arizona
$359K +$354K +798 New
FFO
3594
Fiduciary Family Office
Florida
$359K +$143K +322 +68%
NFC
3595
Northstar Financial Companies
Pennsylvania
$358K +$37.2K +84 +12%
PIM
3596
Parker Investment Management
California
$358K -$1.77K -4 -0.5%
RFG
3597
RFP Financial Group
Georgia
$357K -$223K -504 -39%
FCCM
3598
First City Capital Management
Georgia
$357K -$17.7K -40 -5%
ATI
3599
ARK & TLK Investments
Oklahoma
$357K +$887 +2 +0.3%
AAG
3600
Armstrong Advisory Group
Massachusetts
$357K +$4.88K +11 +1%
142 143
144
145 146