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Visa
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Name Holding Trade Value Shares
Change 		Change in
Stake
I
3451
InceptionR
California
$514K +$505K +1,448 New
C
3452
Covestor
United Kingdom
$514K +$78.8K +226 +19%
OLVIG
3453
Oliver Lagore Vanvalin Investment Group
Michigan
$514K +$511K +1,465 New
DWG
3454
Darden Wealth Group
Michigan
$513K -$5.23K -15 -1%
TSS
3455
Two Sigma Securities
New York
$513K +$504K +1,446 New
TWM
3456
Tolleson Wealth Management
Texas
$513K -$475K -1,363 -49%
WFC
3457
Western Financial Corp
California
$513K +$9.06K +26 +2%
PIMG
3458
Patriot Investment Management Group
Tennessee
$512K +$58.2K +167 +13%
MAM
3459
Marquette Asset Management
Minnesota
$511K – – –
LFG
3460
Lockerman Financial Group
California
$510K +$6.97K +20 +1%
RIS
3461
Richmond Investment Services
Wisconsin
$509K +$499K +1,433 New
MEAC
3462
M.E. Allison & Co
Texas
$508K +$349 +1 +0.1%
ODIJL
3463
One Day In July LLC
Vermont
$508K -$1.74K -5 -0.3%
FLP
3464
Financial Life Planners
Arizona
$507K +$397K +1,139 +395%
MWM
3465
Maridea Wealth Management
New York
$506K +$155K +446 +46%
AMG
3466
Advisors Management Group
Wisconsin
$506K -$349 -1 -0.1%
MF
3467
Montis Financial
Massachusetts
$505K -$12.5K -36 -2%
PCA
3468
Peddock Capital Advisors
Massachusetts
$505K – – –
KCP
3469
Kera Capital Partners
California
$505K +$150K +431 +44%
TCM
3470
Traub Capital Management
Massachusetts
$504K +$495K +1,419 New
FWP
3471
Forefront Wealth Partners
Texas
$503K -$9.06K -26 -2%
GWM
3472
Greenwich Wealth Management
Connecticut
$502K +$48.1K +138 +11%
CCG
3473
Coastwise Capital Group
California
$502K -$190K -546 -28%
DWS
3474
Discipline Wealth Solutions
South Carolina
$501K – – –
CIM
3475
Cambria Investment Management
California
$501K +$492K +1,412 New
137 138
139
140 141