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Name Holding Trade Value Shares
Change 		Change in
Stake
WFC
3451
Western Financial Corp
California
$274K – – –
ASG
3452
Ariston Services Group
California
$273K -$274 -1 -0.1%
FCCM
3453
First City Capital Management
Georgia
$273K – – –
SF
3454
Safeguard Financial
Wisconsin
$273K +$285K +1,040 New
WAM
3455
Wolverine Asset Management
Illinois
$272K +$285K +1,038 New
UI
3456
Unconventional Investor
New Hampshire
$272K – – –
DLHL
3457
Donald L. Hagan LLC
Florida
$271K +$42.2K +154 +18%
SFP
3458
Sterling Financial Planning
New Jersey
$270K – – –
SBF
3459
Sara-Bay Financial
Florida
$269K -$4.93K -18 -2%
BMA
3460
Brooks Moore & Associates
Tennessee
$269K – – –
SFG
3461
Sterling Financial Group
California
$269K – – –
NAG
3462
Northstar Advisory Group
New Jersey
$268K +$548 +2 +0.2%
TW
3463
Towerpoint Wealth
California
$267K -$31.8K -116 -10%
HGWM
3464
Horst & Graben Wealth Management
Oregon
$267K +$274 +1 +0.1%
SWK
3465
Stephen W. Kidder
$267K – – –
BWA
3466
BlueSky Wealth Advisors
North Carolina
$267K +$278K +1,016 New
TIM
3467
Tortoise Investment Management
New York
$266K -$5.48K -20 -2%
CFIM
3468
Client First Investment Management
Wisconsin
$266K – – –
FWM
3469
FMFE Wealth Management
New York
$266K – – –
CMBA
3470
C.M. Bidwell & Associates
Hawaii
$265K – – –
YCG
3471
Yeomans Consulting Group
Georgia
$265K -$5.76K -21 -2%
CW
3472
Cook Wealth
North Carolina
$265K -$4.66K -17 -2%
EWA
3473
Evolution Wealth Advisors
Florida
$264K -$233K -851 -46%
LC
3474
Landaas & Company
Wisconsin
$264K +$40K +146 +17%
DWP
3475
Destiny Wealth Partners
Florida
$263K -$40K -146 -13%
137 138
139
140 141