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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
3501
Carmel Capital Partners
California
$254K – – –
4WM
3502
4J Wealth Management
Virginia
$254K -$2.74K -10 -1%
WA
3503
Wealthstream Advisors
New York
$253K +$3.02K +11 +1%
LF
3504
LifeSteps Financial
California
$253K -$11K -40 -4%
EA
3505
Eclectic Associates
California
$253K +$4.66K +17 +2%
RCI
3506
RS Crum Inc
California
$252K – – –
FAM
3507
Flaharty Asset Management
Florida
$252K +$263K +960 New
GWI
3508
Grace & White Inc
New York
$252K – – –
GWM
3509
Gitterman Wealth Management
New Jersey
$252K -$286K -1,043 -52%
KSWWM
3510
Keyes Stange & Wooten Wealth Management
Florida
$252K -$8.77K -32 -3%
WIM
3511
Warwick Investment Management
Texas
$252K +$21.4K +78 +9%
CM
3512
Capula Management
Cayman Islands
$252K +$165K +603 +169%
VW
3513
Veridan Wealth
Oregon
$251K +$194K +708 New
DWA
3514
Delap Wealth Advisory
Oregon
$251K -$622K -2,270 -70%
KWM
3515
KFG Wealth Management
Indiana
$251K +$2.19K +8 +0.8%
BA
3516
Bellwether Advisors
Nebraska
$250K +$26.6K +97 +11%
OGF
3517
Orin Green Financial
California
$249K +$260K +949 New
HFA
3518
Highland Financial Advisors
New Jersey
$249K +$7.67K +28 +3%
CFGA
3519
Cambridge Financial Group (Arizona)
Arizona
$249K +$3.84K +14 +2%
BFAG
3520
Blackston Financial Advisory Group
Florida
$248K +$259K +944 New
GA
3521
GSG Advisors
New Jersey
$247K -$274 -1 -0.1%
CRI
3522
Colonial River Investments
Virginia
$247K +$822 +3 +0.3%
MWM
3523
Melfa Wealth Management
Massachusetts
$247K – – –
WC
3524
Wynn Capital
Georgia
$246K +$4.11K +15 +2%
LWMG
3525
Levy Wealth Management Group
Pennsylvania
$246K +$2.19K +8 +0.9%
139 140
141
142 143