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Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
3651
Swan Global Investments
Colorado
$339K -$50.1K -113 -13%
CM
3652
Cornerstone Management
Georgia
$339K – – –
SSCA
3653
South Shore Capital Advisors
Massachusetts
$339K +$334K +754 New
OFS
3654
Oldfather Financial Services
Nebraska
$338K -$7.98K -18 -2%
AIA
3655
Alternative Investment Advisors
Florida
$338K -$24.8K -56 -7%
DWM
3656
DWR Wealth Management
California
$338K +$329K +743 New
DLA
3657
Douglas Lane & Associates
New York
$337K -$21.3K -48 -6%
IWM
3658
IMG Wealth Management
Florida
$337K +$56.3K +127 +20%
CIA
3659
Cohen Investment Advisors
New Hampshire
$337K -$197K -445 -37%
NAMM
3660
NorthStar Asset Management (Massachusetts)
Massachusetts
$337K – – –
TFP
3661
Traction Financial Partners
Wyoming
$336K – – –
IWB
3662
Innovative Wealth Building
Maryland
$336K +$3.55K +8 +1%
RIS
3663
Retirement Income Solutions
Michigan
$336K – – –
PCM
3664
Permanent Capital Management
Illinois
$336K +$32.4K +73 +11%
MC
3665
Matisse Capital
Oregon
$335K +$9.75K +22 +3%
VWM
3666
Valley Wealth Managers
New Jersey
$335K +$331K +746 New
LI
3667
LVZ Inc
Michigan
$335K +$8.42K +19 +3%
PAG
3668
Poinciana Advisors Group
Florida
$335K -$35.9K -81 -10%
SC
3669
Sykon Capital
New York
$335K – – –
PBF
3670
Petix & Botte Financial
California
$335K +$37.2K +84 +13%
CCIA
3671
Cherry Creek Investment Advisors
Colorado
$334K – – –
OWM
3672
Opes Wealth Management
California
$334K -$20.4K -46 -6%
RWM
3673
Refined Wealth Management
Utah
$333K +$32.4K +73 +11%
MCFP
3674
Mallini Complete Financial Planning
Florida
$333K – – –
EWM
3675
Elevation Wealth Management
Minnesota
$333K +$328K +741 New
145 146
147
148 149