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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
5851
Adirondack Capital Advisors
New York
$270K +$268K +1,171 New
CI
5852
Ceera Investments
Texas
$270K -$1.38M -6,031 -84%
LA
5853
LM Advisors
California
$269K -$47.4M -207,272 -77%
ICCON
5854
Investment Counsel Company of Nevada
Nevada
$269K -$86.9K -380 -25%
MRP
5855
Measured Risk Portfolios
California
$269K -$36.6K -160 -12%
WFP
5856
Welch Financial Planning
Colorado
$269K +$267K +1,165 New
AWM
5857
Act Wealth Management
Texas
$268K – – –
FA
5858
Freestate Advisors
Kansas
$268K – – –
PP
5859
Pearl Planning
Michigan
$268K +$266K +1,161 New
MFG
5860
Marmo Financial Group
Tennessee
$268K +$265K +1,159 New
JRFS
5861
James Reed Financial Services
Ohio
$267K +$46K +201 +21%
TP
5862
Trailhead Planners
Minnesota
$267K +$265K +1,158 New
CWA
5863
Cascade Wealth Advisors
Washington
$266K +$11.4K +50 +5%
CCAL
5864
City Center Advisors LLC
Michigan
$266K -$1.83K -8 -0.7%
AA
5865
ArborFi Advisors
Michigan
$265K – – –
WHCFA
5866
William Howard & Co Financial Advisors
Tennessee
$265K – – –
LFG
5867
Lockerman Financial Group
California
$263K -$701K -3,064 -73%
AIM
5868
Athena Investment Management
California
$263K – – –
CWM
5869
Capital Wealth Management
Rhode Island
$263K +$11K +48 +4%
WRM
5870
Weybosset Research & Management
Rhode Island
$263K – – –
FVCM
5871
F&V Capital Management
Florida
$263K – – –
PJC
5872
Phillip James Consulting
Minnesota
$263K +$261K +1,140 New
BCM
5873
Basso Capital Management
Connecticut
$263K -$161K -705 -38%
HAP
5874
Harbor Asset Planning
Massachusetts
$262K – – –
FLFS
5875
Family Legacy Financial Solutions
North Carolina
$262K -$18.8K -82 -7%
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235
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