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Name Holding Trade Value Shares
Change 		Change in
Stake
ACMA
2176
Arbor Capital Management (Alaska)
Alaska
$207K +$185K +900 New
TWM
2177
Thryve Wealth Management
Texas
$206K +$196K +951 New
CA
2178
Cache Advisors
California
$206K – – –
TF
2179
Talbot Financial
Washington
$206K – – –
KFC
2180
Klingenstein Fields & Co
New York
$206K +$195K +950 New
NQWM
2181
Northwest Quadrant Wealth Management
Oregon
$206K – – –
DM
2182
Diversified Management
Wisconsin
$205K +$195K +946 New
LSWP
2183
Liberty Square Wealth Partners
Pennsylvania
$205K -$2.06K -10 -1%
OE
2184
October Effect
Virginia
$205K +$3.7K +18 +2%
VC
2185
Vicus Capital
Pennsylvania
$205K +$2.67K +13 +1%
CCMG
2186
Connecticut Capital Management Group
Connecticut
$205K +$194K +942 New
EPA
2187
Element Pointe Advisors
Florida
$204K – – –
CIS
2188
Custom Index Systems
New York
$204K -$119K -580 -38%
IWA
2189
IVC Wealth Advisors
Pennsylvania
$204K -$48.7K -237 -20%
TSW
2190
Thompson Siegel & Walmsley
Virginia
$204K – – –
RPWA
2191
Regent Peak Wealth Advisors
Georgia
$203K -$60.1K -292 -24%
PCS
2192
Private Client Services
Kentucky
$203K -$8.43K -41 -4%
BWM
2193
BlackDiamond Wealth Management
New York
$203K +$170K +828 New
RFP
2194
Root Financial Partners
California
$203K -$60.9K -296 -24%
CC
2195
Clearwave Capital
California
$202K +$191K +930 New
FC
2196
FCA Corp
Texas
$202K +$191K +930 New
IP
2197
Intellectus Partners
California
$201K – – –
MA
2198
Maxele Advisors
Missouri
$201K +$190K +926 New
RYIA
2199
Roehl & Yi Investment Advisors
Oregon
$201K +$190K +926 New
CAL
2200
Capital Advisors Ltd
Ohio
$201K +$2.26K +11 +1%
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