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Name Holding Trade Value Shares
Change 		Change in
Stake
OCG
5026
Opus Capital Group
Ohio
$931K -$224K -891 -19%
DF
5027
Define Financial
California
$930K +$275K +1,096 +39%
PPWM
5028
Premier Private Wealth Management
Florida
$929K +$101K +401 +11%
MP
5029
Moment Partners
California
$928K -$60.2K -240 -6%
VWM
5030
Vermillion Wealth Management
Minnesota
$928K -$575K -2,290 -37%
GCGM
5031
General Catalyst Group Management
Massachusetts
$925K +$326K +1,300 +50%
LW
5032
Livet Wealth
Utah
$925K +$73.5K +293 +8%
MWM
5033
Meritas Wealth Management
California
$924K -$94.4K -376 -9%
CHIA
5034
Copper Harbor Investment Advisors
Wisconsin
$920K +$969K +3,861 New
SCA
5035
Strathmore Capital Advisors
North Carolina
$920K -$104K -413 -10%
AFM
5036
Anson Funds Management
Texas
$920K – – –
FA
5037
FF Advisors
California
$919K +$11.8K +47 +1%
DCA
5038
DB&C Advisors
Michigan
$918K +$12.6K +50 +1%
PSIWM
5039
Paradigm Strategies in Wealth Management
Minnesota
$918K +$109K +434 +13%
CMBA
5040
C.M. Bidwell & Associates
Hawaii
$918K +$71K +283 +8%
HA
5041
Hamel Associates
New Jersey
$917K +$32.9K +131 +4%
AWA
5042
Asempa Wealth Advisors
Louisiana
$917K -$3.77K -15 -0.4%
CWM
5043
C2C Wealth Management
Arizona
$916K – – –
WJA
5044
Willis Johnson & Associates
Texas
$915K -$1.91M -7,609 -66%
FS
5045
Financial Symmetry
North Carolina
$914K +$115K +457 +14%
IA
5046
Invested Advisors
Pennsylvania
$913K -$6.02K -24 -0.6%
STFP
5047
Signal Tree Financial Partners
Ohio
$911K -$45.7K -182 -5%
CA
5048
Cambridge Advisors
Nebraska
$911K -$208K -828 -18%
I
5049
InceptionR
California
$908K +$956K +3,808 New
TCMP
5050
Thrive Capital Management (Pennsylvania)
Pennsylvania
$907K -$173K -690 -15%
200 201
202
203 204