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Name Holding Trade Value Shares
Change 		Change in
Stake
OTL
4176
Oak Thistle LLC
New York
$3.65M +$3.75M +14,392 New
SSA
4177
Shepherd Street Advisors
California
$3.65M +$21.1K +81 +0.6%
AAS
4178
AdviceOne Advisory Services
Connecticut
$3.65M +$25.2K +97 +0.7%
BFM
4179
Boothbay Fund Management
New York
$3.65M -$389K -1,494 -9%
JTF
4180
J. Team Financial
Texas
$3.65M -$2.21M -8,481 -37%
OIC
4181
Orion Investment Company
Missouri
$3.64M – – –
JGUA
4182
John G. Ullman & Associates
New York
$3.64M -$626K -2,405 -14%
PIA
4183
Powell Investment Advisors
Florida
$3.64M +$249K +956 +7%
AFO
4184
Arrowroot Family Office
California
$3.64M -$19K -73 -0.5%
NIP
4185
Nicholas Investment Partners
California
$3.64M +$515K +1,977 +16%
LAM
4186
Lifestyle Asset Management
Texas
$3.63M +$174K +670 +5%
V
4187
ValueWorks
New York
$3.63M -$91.1K -350 -2%
GIM
4188
Guild Investment Management
California
$3.63M -$4.95K -19 -0.1%
ODA
4189
One Degree Advisors
California
$3.63M -$45.3K -174 -1%
MWA
4190
MN Wealth Advisors
Kansas
$3.62M +$306K +1,175 +9%
CPC
4191
Cookson Peirce & Co
Pennsylvania
$3.62M +$580K +2,228 +19%
RCG
4192
Ridge Creek Global
Ohio
$3.61M – – –
CWM
4193
Cherrydale Wealth Management
New Jersey
$3.61M -$350K -1,346 -9%
HCM
4194
HMS Capital Management
Tennessee
$3.61M -$133K -510 -3%
IWP
4195
Invenio Wealth Partners
Florida
$3.61M +$131K +505 +4%
MSG
4196
Main Street Group
Virginia
$3.61M -$48.7K -187 -1%
CIAS
4197
CBIZ Investment Advisory Services
Ohio
$3.61M -$1,000K -3,841 -21%
DS
4198
DRW Securities
Illinois
$3.6M -$13.9M -53,311 -79%
JRSI
4199
Jeter Robert S II
$3.6M +$3.19M +12,275 New
AWS
4200
Alliance Wealth Strategies
Virginia
$3.6M -$100K -385 -3%
166 167
168
169 170