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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
2601
Seven Mile Advisory
New Jersey
$301K +$286K +5,817 New
PFA
2602
Pathway Financial Advisors
Vermont
$301K +$5.12K +104 +2%
AL
2603
ADE LLC
Maryland
$301K – – –
GWP
2604
Gateway Wealth Partners
Wisconsin
$300K +$286K +5,806 New
DA
2605
Detalus Advisors
Missouri
$300K -$8.12K -165 -3%
CWM
2606
Chronos Wealth Management
Florida
$300K -$226K -4,600 -44%
AWM
2607
Alterna Wealth Management
Texas
$300K +$3.74K +76 +1%
PSCM
2608
Per Stirling Capital Management
Texas
$300K +$9.25K +188 +3%
WCFA
2609
Walkner Condon Financial Advisors
Wisconsin
$300K +$19.7K +400 +7%
C
2610
Certuity
Florida
$299K -$83.9K -1,705 -23%
TAM
2611
Titleist Asset Management
Texas
$299K -$17.9K -364 -6%
NRI
2612
NFP Retirement Inc
California
$299K +$9.74K +198 +4%
CAWM
2613
Capital Advisors Wealth Management
Washington
$298K -$8.12K -165 -3%
MS
2614
Madden Securities
Texas
$298K -$9.89K -201 -3%
CSWM
2615
Cassady Schiller Wealth Management
Ohio
$298K – – –
COCM
2616
Charter Oak Capital Management
New Hampshire
$297K -$1.08K -22 -0.4%
OCPWS
2617
One Charles Private Wealth Services
Massachusetts
$297K -$12.1K -245 -4%
RWMH
2618
Riverpoint Wealth Management Holdings
Illinois
$297K +$2.36K +48 +0.8%
HWMG
2619
Hurlow Wealth Management Group
Indiana
$296K -$295 -6 -0.1%
PO
2620
Private Ocean
California
$296K -$16.1K -328 -5%
SPWM
2621
Schrum Private Wealth Management
Florida
$295K -$58.4K -1,187 -17%
CS
2622
Cannell & Spears
New York
$295K +$54.1K +1,100 +24%
PFWA
2623
Paces Ferry Wealth Advisors
Georgia
$295K +$2.36K +48 +0.9%
AA
2624
Advisory Alpha
Michigan
$295K +$8.36K +170 +3%
BCA
2625
Bernzott Capital Advisors
California
$294K -$8.25M -167,631 -97%
103 104
105
106 107