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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
3201
RBO & Co
California
$207K +$181K +1,500 New
WCWM
3202
Willow Creek Wealth Management
California
$207K +$181K +1,500 New
ATIA
3203
American Trust Investment Advisors
New Hampshire
$204K +$179K +1,480 New
ECM
3204
Element Capital Management
New York
$204K +$179K +1,480 New
VWA
3205
VERITY Wealth Advisors
United States
$204K +$179K +1,480 New
HCL
3206
Heard Capital LLC
Illinois
$201K -$65.2K -540 -27%
CWM
3207
Chicago Wealth Management
Illinois
$201K +$176K +1,460 New
LWA
3208
Lowe Wealth Advisors
Maryland
$196K – – –
APC
3209
Aspire Private Capital
North Carolina
$177K +$24.2K +200 +19%
IF
3210
Ironwood Financial
Arizona
$174K -$19.3K -160 -11%
RCC
3211
Red Cedar Capital
Nebraska
$168K – – –
CWM
3212
Cranbrook Wealth Management
Michigan
$166K – – –
BCM
3213
Bourgeon Capital Management
Connecticut
$157K – – –
CWA
3214
Carolina Wealth Advisors
South Carolina
$157K +$12.1K +100 +10%
JWM
3215
Janiczek Wealth Management
Colorado
$157K +$24.2K +200 +21%
HGWM
3216
Harvest Group Wealth Management
Massachusetts
$154K – – –
IWP
3217
IAG Wealth Partners
Wisconsin
$152K – – –
SC
3218
Sawyer & Company
Massachusetts
$152K +$24.2K +200 +22%
SCA
3219
Stuart Chaussee & Associates
California
$149K +$33.8K +280 +35%
SWM
3220
Selective Wealth Management
Virginia
$146K – – –
CA
3221
Centerpoint Advisors
Massachusetts
$141K +$48.3K +400 +65%
SC
3222
Steph & Co
Wisconsin
$138K – – –
SIMG
3223
Stephens Investment Management Group
Texas
$138K – – –
RP
3224
Rowlandmiller & Partners
Georgia
$132K -$84.5K -700 -42%
DTIM
3225
Danda Trouve Investment Management
Kansas
$132K +$7.25K +60 +7%
127 128
129
130 131