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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
4051
Cosner Financial Group
Colorado
$218K – – –
CA
4052
Cumberland Advisors
Florida
$218K – – –
EHAM
4053
Eagle Harbor Asset Management
Washington
$218K +$222K +640 New
KV
4054
Kickstand Ventures
New York
$218K +$222K +640 New
UOTTAIMCU
4055
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$218K – – –
AAS
4056
Asset Allocation Strategies
Michigan
$217K +$220K +636 New
OWA
4057
ORBA Wealth Advisors
Illinois
$217K +$5.19K +15 +2%
KW
4058
Keyvantage Wealth
Pennsylvania
$216K -$152K -438 -41%
PWM
4059
Provident Wealth Management
Tennessee
$216K – – –
MWM
4060
Maltin Wealth Management
New Jersey
$216K +$346 +1 +0.2%
PFS
4061
Prospect Financial Services
New York
$216K +$1.38K +4 +0.6%
CWMGP
4062
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$216K +$218K +631 New
MWA
4063
Monograph Wealth Advisors
California
$215K +$218K +631 New
TI
4064
TTP Investments
California
$215K -$291K -842 -58%
LWA
4065
LifeGoal Wealth Advisors
New York
$214K -$34.3K -99 -14%
SWIM
4066
Smallwood Wealth Investment Management
New Jersey
$214K -$692 -2 -0.3%
CCC
4067
Compass Capital Corp
Massachusetts
$214K -$247K -714 -53%
CC
4068
Commons Capital
Massachusetts
$214K +$346 +1 +0.2%
CI
4069
Carroll Investors
South Carolina
$214K – – –
TFG
4070
Taylor Financial Group
Virginia
$214K – – –
HFS
4071
Hopwood Financial Services
Virginia
$214K +$31.5K +91 +17%
CW
4072
Code Waechter
Florida
$214K -$4.5K -13 -2%
EC
4073
Eaton-Cambridge
Arizona
$213K -$2.77K -8 -1%
DJYG
4074
David J. Yvars Group
Florida
$213K – – –
VBFP
4075
Valtinson Bruner Financial Planning
Minnesota
$212K – – –
161 162
163
164 165