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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
3076
Gibraltar Capital Management
Oklahoma
$309K – – –
TCB
3077
Texas Capital Bancshares
Texas
$307K – – –
TFCP
3078
Twin Focus Capital Partners
Massachusetts
$306K -$198K -1,640 -42%
BC
3079
Brio Consultants
California
$306K – – –
PWS
3080
Paragon Wealth Strategies
Florida
$306K +$4.83K +40 +2%
MFS
3081
Mirabella Financial Services
United Kingdom
$303K -$2.65M -21,940 -91%
RC
3082
Rovin Capital
Arizona
$303K -$60.4K -500 -19%
LWM
3083
Loveless Wealth Management
Montana
$303K – – –
WDL
3084
Well Done LLC
Michigan
$301K -$36.2K -300 -12%
BJ
3085
Brouwer & Janachowski
California
$301K – – –
HDIM
3086
Hanson & Doremus Investment Management
Vermont
$301K +$82.1K +680 +45%
CCM
3087
Carderock Capital Management
Maryland
$301K +$263K +2,180 New
C1AG
3088
Client 1st Advisory Group
Florida
$299K +$237K +1,960 New
LWA
3089
LWS Wealth Advisors
New Jersey
$298K – – –
NEGWA
3090
New England Guild Wealth Advisors
Connecticut
$298K – – –
WCM
3091
Wealthcare Capital Management
Virginia
$298K +$87K +720 +50%
TIA
3092
Trust Investment Advisors
Indiana
$298K +$261K +2,160 New
JFGLC
3093
Johnson Financial Group LLC (Colorado)
Colorado
$295K +$4.83K +40 +2%
AP
3094
Arlington Partners
Alabama
$295K +$7.25K +60 +3%
RWM
3095
Raffa Wealth Management
District of Columbia
$292K +$4.83K +40 +2%
PC
3096
Port Capital
Illinois
$292K -$2.42K -20 -0.9%
BIA
3097
Barry Investment Advisors
Massachusetts
$292K – – –
DPI
3098
Diversified Portfolios Inc
Michigan
$290K -$21.7K -180 -8%
BCI
3099
Brinker Capital Investments
Pennsylvania
$290K +$254K +2,100 New
BWA
3100
BlueSky Wealth Advisors
North Carolina
$287K -$38.6K -320 -13%
122 123
124
125 126