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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
3226
Paloma Partners
Connecticut
$779K -$2.46M -19,643 -73%
MAG
3227
MRA Advisory Group
New Jersey
$777K +$5K +40 +0.5%
ACH
3228
ArrowMark Colorado Holdings
Colorado
$777K +$185K +1,480 +25%
LI
3229
LVZ Inc
Michigan
$776K +$101K +805 +12%
AC
3230
Apogem Capital
New York
$775K -$300K -2,400 -25%
CC
3231
Callan Capital
California
$771K -$373K -2,980 -29%
LC
3232
Lavaca Capital
Texas
$771K – – –
LRPA
3233
L. Roy Papp & Associates
Arizona
$771K +$50.3K +402 +6%
CPW
3234
Catalyst Private Wealth
California
$770K +$8.63K +69 +1%
RGF
3235
Retirement Guys Formula
Ohio
$770K +$455K +3,633 +100%
BDF
3236
Black Diamond Financial
Maryland
$769K -$54.9K -439 -6%
RI
3237
Ridgewood Investments
New Jersey
$768K +$452K +3,611 +100%
CFP
3238
Cypress Financial Planning
New Jersey
$768K +$905K +7,232 New
GSC
3239
G&S Capital
Colorado
$766K +$122K +974 +16%
BWM
3240
Birchcreek Wealth Management
Ohio
$766K +$484K +3,870 +116%
BBW
3241
Blue Barn Wealth
Utah
$765K +$218K +1,743 +32%
FDS
3242
First Dallas Securities
Texas
$764K +$13.8K +110 +2%
HC
3243
Hamilton Capital
Ohio
$763K -$40K -320 -4%
TCWA
3244
Ten Capital Wealth Advisors
Washington
$759K +$22.8K +182 +3%
WF
3245
Warner Financial
Maryland
$758K – – –
ST
3246
Sabal Trust
Florida
$754K +$888K +7,100 New
RP
3247
Rowlandmiller & Partners
Georgia
$754K +$79.5K +635 +10%
LW
3248
Libra Wealth
California
$752K – – –
IFS
3249
Ifrah Financial Services
Arkansas
$751K -$751 -6 -0.1%
CCA
3250
Catalyst Capital Advisors
New York
$749K -$1.25M -9,960 -59%
128 129
130
131 132