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Name Holding Trade Value Shares
Change 		Change in
Stake
CICC
3901
Capital Investment Counsel (Colorado)
Colorado
$767K +$708K +5,050 New
BO
3902
Bank OZK
Arkansas
$767K -$102K -725 -13%
MC
3903
Merlin Capital
Rhode Island
$766K -$16.8K -120 -2%
TFM
3904
Trademark Financial Management
Minnesota
$766K +$707K +5,041 New
SCP
3905
Stevens Capital Partners
Nebraska
$766K +$33.5K +239 +5%
DA
3906
DCM Advisors
New York
$765K +$150K +1,073 +27%
MPCL
3907
My Personal CFO LLC
Washington
$762K +$407K +2,901 +137%
CCP
3908
Carmel Capital Partners
California
$762K -$292K -2,083 -29%
AEPWM
3909
Atlantic Edge Private Wealth Management
Florida
$761K +$702K +5,010 New
WFA
3910
WMG Financial Advisors
Tennessee
$761K -$15.7K -112 -2%
HP
3911
HT Partners
Connecticut
$760K -$5.89K -42 -0.8%
SWM
3912
Selective Wealth Management
Virginia
$760K +$23.4K +167 +3%
POIA
3913
Pin Oak Investment Advisors
Texas
$758K +$34.2K +244 +5%
MCIA
3914
Mountain Capital Investment Advisors
Colorado
$758K -$160K -1,138 -18%
PSC
3915
Prentiss Smith & Co
Vermont
$758K – – –
MWP
3916
Meredith Wealth Planning
Illinois
$757K -$2.8K -20 -0.4%
DC
3917
Defender Capital
North Carolina
$757K -$16.8K -120 -2%
OWA
3918
Outlook Wealth Advisors
Texas
$756K -$51.2K -365 -7%
AA
3919
AJ Advisors
Tennessee
$753K -$91.8K -655 -12%
VIP
3920
Vista Investment Partners
Oklahoma
$752K +$694K +4,950 New
HIM
3921
Hanlon Investment Management
New Jersey
$751K +$90.3K +644 +15%
SWAG
3922
Spectrum Wealth Advisory Group
California
$751K +$27.3K +195 +4%
LCM
3923
LVM Capital Management
Michigan
$751K – – –
COCM
3924
Charter Oak Capital Management
New Hampshire
$751K +$21.4K +153 +3%
APIM
3925
Agate Pass Investment Management
Washington
$750K -$56.1K -400 -7%
155 156
157
158 159