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Name Holding Trade Value Shares
Change 		Change in
Stake
HFAS
3176
Hummer Financial Advisory Services
Illinois
$365K -$23.5K -320 -5%
CM
3177
Capital Management
Virginia
$362K – – –
OMC
3178
Old Mission Capital
Illinois
$360K +$416K +5,656 New
WCWM
3179
Wooster Corthell Wealth Management
Connecticut
$359K -$4.71K -64 -1%
MIM
3180
Macroview Investment Management
Maryland
$355K -$10K -136 -2%
IFO
3181
Independent Family Office
New York
$355K +$29.4K +400 +8%
DA
3182
DSC Advisors
Illinois
$353K -$1.12M -15,212 -73%
ACM
3183
Argyle Capital Management
Pennsylvania
$351K – – –
AR
3184
Advisory Research
Illinois
$349K +$11.2K +152 +3%
NP
3185
Ninepoint Partners
Ontario, Canada
$349K +$403K +5,484 New
FPIS
3186
Financial Planning & Information Services
Wisconsin
$346K +$7.94K +108 +2%
SGI
3187
Summit Global Investments
Utah
$340K -$4.37M -59,408 -92%
SWM
3188
Southern Wealth Management
Texas
$340K -$101K -1,380 -21%
CIA
3189
Compass Ion Advisors
Pennsylvania
$339K -$159K -2,164 -29%
C1AG
3190
Client 1st Advisory Group
Florida
$339K -$40.3K -548 -9%
LPWM
3191
Lake Point Wealth Management
Texas
$339K +$18.5K +252 +5%
AFC
3192
Adaptive Financial Consulting
Ohio
$338K +$58.8K +800 +18%
GCP
3193
GSA Capital Partners
United Kingdom
$335K -$3.32M -45,104 -90%
GAM
3194
Greenwoods Asset Management
Cayman Islands
$335K +$388K +5,276 New
EE
3195
EWG Elevate
California
$334K +$58K +788 +18%
PWM
3196
Provident Wealth Management
Tennessee
$331K +$29.7K +404 +8%
RI
3197
RWWM Inc
California
$329K – – –
MECA
3198
Miller Equity Capital Advisors
Texas
$325K -$126K -1,720 -25%
FFW
3199
Fusion Family Wealth
New York
$325K -$20K -272 -5%
CMA
3200
Cedar Mountain Advisors
Oregon
$325K +$294 +4 +0.1%
126 127
128
129 130