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Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
3151
Selective Wealth Management
Virginia
$643K +$278K +3,584 +103%
RA
3152
Riverstone Advisors
Texas
$642K +$6.2K +80 +1%
DS
3153
DRW Securities
Illinois
$642K +$546K +7,040 New
WEPOG
3154
Wealth Enhancement & Preservation of GA
Georgia
$639K -$279K -3,604 -33%
RWM
3155
Reston Wealth Management
Virginia
$639K -$94.8K -1,224 -15%
EGWAG
3156
Elwood & Goetz Wealth Advisory Group
Georgia
$636K +$31K +400 +6%
PWM
3157
Praetorian Wealth Management
California
$632K +$537K +6,928 New
ACM
3158
Alethea Capital Management
Washington
$620K – – –
ACM
3159
Ashford Capital Management
Delaware
$617K +$524K +6,768 New
ACA
3160
Ackerman Capital Advisors
Texas
$615K – – –
AAIM
3161
Asset Advisors Investment Management
Georgia
$607K -$86.8K -1,120 -14%
AWM
3162
Altus Wealth Management
Kentucky
$607K -$2.17K -28 -0.4%
RVPG
3163
Relative Value Partners Group
$606K +$515K +6,644 New
MWP
3164
MYCIO Wealth Partners
Pennsylvania
$603K – – –
DP
3165
Denver PWM
Colorado
$602K +$193K +2,496 +61%
SRCM
3166
Swift Run Capital Management
Virginia
$600K – – –
TCM
3167
TimesSquare Capital Management
New York
$600K – – –
LCM
3168
Landscape Capital Management
New Jersey
$596K -$8.96M -115,604 -95%
QC
3169
QCM Cayman
Texas
$595K +$506K +6,528 New
MFGP
3170
Marshall Financial Group (Pennsylvania)
Pennsylvania
$594K +$310 +4 +0.1%
BC
3171
Barnett & Company
Tennessee
$591K -$240K -3,092 -32%
JJ
3172
JDC-JSC
New York
$584K -$744K -9,600 -60%
NOCM
3173
Night Owl Capital Management
Connecticut
$584K – – –
TWM
3174
Trinity Wealth Management
Pennsylvania
$584K +$8.99K +116 +2%
AWM
3175
Avondale Wealth Management
Texas
$582K -$3.1K -40 -0.6%
125 126
127
128 129