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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
3351
Cascade Financial Partners
California
$556K -$12.1K -35 -2%
CWM
3352
Cherrydale Wealth Management
New Jersey
$556K – – –
CWA
3353
Centennial Wealth Advisory
Michigan
$555K +$163K +471 +41%
TPWA
3354
Twin Peaks Wealth Advisors
California
$555K +$26.3K +76 +5%
LJHT
3355
Laurie J. Hall Trustee
$553K – – –
LBC
3356
Leigh Baldwin & Co
New York
$553K – – –
PPW
3357
Pasadena Private Wealth
California
$552K +$184K +532 +49%
CAGAS
3358
Capital Advisory Group Advisory Services
Minnesota
$552K +$4.15K +12 +0.7%
AW
3359
Avion Wealth
Texas
$552K -$41.9K -121 -7%
RE
3360
Rydar Equities
Texas
$550K +$19.7K +57 +4%
CL
3361
CIM LLC
New York
$549K +$104K +301 +23%
PA
3362
Probity Advisors
Texas
$549K +$19K +55 +4%
RC
3363
Rovin Capital
Arizona
$549K +$106K +305 +23%
GPW
3364
Gentry Private Wealth
Kansas
$547K +$7.61K +22 +1%
MFG
3365
Midwest Financial Group
Kansas
$547K -$37.4K -108 -6%
PWP
3366
Precedent Wealth Partners
Texas
$546K +$4.5K +13 +0.8%
OCM
3367
Orleans Capital Management
Louisiana
$546K -$6.92K -20 -1%
EFI
3368
EHP Funds Inc
Canada
$546K +$554K +1,600 New
MQWP
3369
Morey & Quinn Wealth Partners
Nebraska
$543K – – –
LWM
3370
Lakeridge Wealth Management
Ohio
$543K -$11.4K -33 -2%
MWM
3371
MBE Wealth Management
Wisconsin
$542K +$84.1K +243 +18%
HA
3372
Hofer & Associates
California
$542K -$38.1K -110 -6%
SCA
3373
Sippican Capital Advisors
Massachusetts
$542K – – –
CWA
3374
CM Wealth Advisors
Ohio
$541K -$30.1K -87 -5%
CICC
3375
Capital Investment Counsel (Colorado)
Colorado
$540K +$32.9K +95 +6%
133 134
135
136 137