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Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
4501
Cherry Tree Wealth Management
Minnesota
$417K +$96.1K +576 +33%
PFA
4502
Petra Financial Advisors
Colorado
$417K -$195K -1,171 -31%
RCM
4503
Ridgepath Capital Management
Tennessee
$416K +$385K +2,308 New
ECG
4504
EPIQ Capital Group
California
$416K +$385K +2,306 New
DWMS
4505
Dominguez Wealth Management Solutions
Virginia
$416K -$32.7K -196 -8%
E3F
4506
Eight 31 Financial
Texas
$415K +$50.6K +303 +15%
BHWA
4507
Beacon Harbor Wealth Advisors
Virginia
$415K – – –
PIM
4508
Provident Investment Management
Michigan
$415K – – –
VF
4509
Vawter Financial
Ohio
$410K -$2.67K -16 -0.7%
SPI
4510
Santori & Peters Inc
Pennsylvania
$408K – – –
FM
4511
Foster & Motley
Ohio
$406K +$54.3K +325 +17%
TCM
4512
Triumph Capital Management
Colorado
$404K -$47.4K -284 -11%
WN
4513
Williams & Novak
California
$403K – – –
RFP
4514
Roth Financial Partners
Texas
$400K – – –
VWA
4515
VERITY Wealth Advisors
United States
$400K +$50.1K +300 +16%
SGC
4516
Slocum, Gordon & Co
Rhode Island
$399K +$83.5K +500 +29%
ST
4517
Sageworth Trust
Pennsylvania
$398K – – –
TW
4518
Towerpoint Wealth
California
$397K +$58.8K +352 +19%
BIA
4519
Beacon Investment Advisors
Maryland
$395K +$19K +114 +5%
CCM
4520
Cambridge Capital Management
Illinois
$395K +$14.7K +88 +4%
SFS
4521
Security Financial Services
Indiana
$394K +$22.7K +136 +7%
SMAM
4522
Sugar Maple Asset Management
Wisconsin
$393K +$364K +2,178 New
AL
4523
ADE LLC
Maryland
$393K -$30.2K -181 -8%
MHB
4524
Midwest Heritage Bank
Iowa
$393K +$93.1K +558 +34%
FIC
4525
Family Investment Center
Missouri
$393K +$95K +569 +35%
179 180
181
182 183