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WMT

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1951
Signature Wealth Management Group
Georgia
$431K – – –
VAFP
1952
Vahanian & Associates Financial Planning
New York
$430K -$237K -5,148 -33%
MC
1953
Matisse Capital
Oregon
$430K – – –
WKSWA
1954
White Knight Strategic Wealth Advisors
New Jersey
$430K – – –
VCM
1955
Virtue Capital Management
Tennessee
$429K -$914K -19,830 -65%
GAM
1956
Garrison Asset Management
Arkansas
$429K +$2.49K +54 +0.5%
ST
1957
Sabal Trust
Florida
$429K +$5.26K +114 +1%
MIM
1958
Meixler Investment Management
Arizona
$427K -$98.5K -2,136 -17%
WPA
1959
Winning Points Advisors
Florida
$426K -$1.38M -30,000 -74%
KW
1960
KWB Wealth
California
$426K +$20.5K +444 +4%
WA
1961
WESPAC Advisors
California
$425K +$483K +10,476 New
NEWAS
1962
N.E.W. Advisory Services
Wisconsin
$424K -$23.4K -507 -5%
BFA
1963
Buttonwood Financial Advisors
Maryland
$424K +$194K +4,206 +67%
PWAC
1964
Private Wealth Advisors (California)
California
$423K -$2.77K -60 -0.6%
GRQ
1965
Gardner Russo & Quinn
Pennsylvania
$423K – – –
OCPWS
1966
One Charles Private Wealth Services
Massachusetts
$422K +$38.9K +843 +9%
SWM
1967
Silverlake Wealth Management
Vermont
$420K +$1.66K +36 +0.3%
KCIA
1968
Kingsbury Capital Investment Advisors
Illinois
$419K +$20.8K +450 +5%
AFT
1969
Alpha Family Trust
California
$419K +$344K +7,455 New
EVM
1970
Evelyn V. Moreno
$419K +$477K +10,350 New
FPS
1971
Fieldpoint Private Securities
Connecticut
$418K -$620K -13,446 -57%
SHFA
1972
SC&H Financial Advisors
Maryland
$418K -$33.9K -735 -7%
AT
1973
American Trust
Kentucky
$418K – – –
FPWM
1974
FSB Premier Wealth Management
Iowa
$418K – – –
TCWM
1975
Total Clarity Wealth Management
Illinois
$418K +$9.82K +213 +2%
77 78
79
80 81