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Name Holding Trade Value Shares
Change 		Change in
Stake
GTWM
3701
Global Trust Wealth Management
Florida
$452K +$439K +1,289 New
SIM
3702
SSI Investment Management
California
$451K – – –
CCM
3703
Chaney Capital Management
Washington
$450K +$29.3K +86 +7%
GWMIA
3704
Global Wealth Management Investment Advisory
Florida
$450K -$1.02K -3 -0.2%
RA
3705
Rise Advisors
New York
$450K -$22.1K -65 -5%
CFG
3706
Carr Financial Group
Massachusetts
$449K -$3.07K -9 -0.7%
B
3707
Bellecapital
Switzerland
$449K +$75.6K +222 +21%
EIP
3708
Ellis Investment Partners
Pennsylvania
$449K +$3.41K +10 +0.8%
UBG
3709
United Bank (Georgia)
Georgia
$448K – – –
SL
3710
Salomon & Ludwin
Virginia
$448K -$21.8K -64 -5%
EFL
3711
ERn Financial LLC
Wisconsin
$448K -$19.1K -56 -4%
KFC
3712
Klingenstein Fields & Co
New York
$448K – – –
GWM
3713
GSB Wealth Management
Connecticut
$447K +$5.45K +16 +1%
WG
3714
Warner Group
Connecticut
$447K +$75.6K +222 +21%
CSF
3715
Capital Squared Financial
Maryland
$447K +$1.02K +3 +0.2%
FFM
3716
Fullerton Fund Management
Singapore
$446K -$62K -182 -13%
OFS
3717
Oldfather Financial Services
Nebraska
$446K +$232K +680 +115%
E
3718
Evansbrook
Illinois
$445K +$432K +1,268 New
RPGNY
3719
Retirement Planning Group (New York)
New York
$445K -$7.16K -21 -2%
WWM
3720
Wiser Wealth Management
Georgia
$444K +$8.86K +26 +2%
GAFA
3721
Garton & Associates Financial Advisors
Kentucky
$444K +$431K +1,265 New
CW
3722
CrossGen Wealth
North Carolina
$443K +$430K +1,263 New
1CP
3723
17 Capital Partners
Arizona
$441K +$5.11K +15 +1%
VW
3724
Vance Wealth
California
$440K -$42.9K -126 -9%
RWPA
3725
Richard W. Paul & Associates
Michigan
$439K -$28.3K -83 -6%
147 148
149
150 151