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Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
3276
Tarbox Family Office
California
$806K -$190K -1,500 -17%
FWTB
3277
First Western Trust Bank
Colorado
$806K -$140K -1,110 -13%
GSIS
3278
Global Strategic Investment Solutions
Arizona
$802K -$33.1K -262 -4%
OIM
3279
Orca Investment Management
Oregon
$801K +$19.6K +155 +2%
OPOWM
3280
One Plus One Wealth Management
Florida
$800K -$32.9K -260 -4%
GWM
3281
GSB Wealth Management
Connecticut
$800K +$23.4K +185 +3%
HLOC
3282
H.L. Ormond & Company
North Carolina
$797K -$43.2K -342 -5%
CCA
3283
Catalyst Capital Advisors
New York
$797K -$379 -3 -0%
RC
3284
Rovin Capital
Arizona
$797K +$108K +858 +14%
WA
3285
Wealthstar Advisors
Texas
$794K +$93.5K +740 +12%
KLWA
3286
Kelly Lawrence W & Associates
California
$793K +$665K +5,260 +299%
D
3287
Diversified
Delaware
$792K -$41.7K -330 -4%
PFA
3288
Plotkin Financial Advisors
Maryland
$792K -$635K -5,021 -42%
SRG
3289
SBB Research Group
Illinois
$791K – – –
JWM
3290
Jackson Wealth Management
Florida
$791K +$637K +5,042 +257%
NCM
3291
New Capital Management
Texas
$789K – – –
IFS
3292
Ifrah Financial Services
Arkansas
$788K -$12.4K -98 -1%
AI
3293
AXS Investments
New York
$787K -$155K -1,227 -15%
NIC
3294
Northwest Investment Counselors
Oregon
$787K +$21.2K +168 +2%
RWMH
3295
Riverpoint Wealth Management Holdings
Illinois
$784K – – –
SIG
3296
Spinnaker Investment Group
California
$780K +$148K +1,170 +20%
EMFAT
3297
Emerald Mutual Fund Advisers Trust
Pennsylvania
$777K +$14.2K +112 +2%
ODIJL
3298
One Day In July LLC
Vermont
$776K +$35.1K +278 +4%
VCM
3299
Vivaldi Capital Management
Illinois
$774K +$25K +198 +3%
CGFA
3300
Colton Groome Financial Advisors
North Carolina
$773K +$336K +2,660 +64%
130 131
132
133 134