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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2701
Proathlete Wealth Management
Florida
$371K +$5.35K +87 +2%
GG
2702
Greenwood Gearhart
Arkansas
$371K – – –
WAM
2703
Wakefield Asset Management
Colorado
$371K -$122K -1,986 -27%
ECM
2704
EagleClaw Capital Management
Massachusetts
$369K – – –
CSF
2705
Capital Squared Financial
Maryland
$368K +$326K +5,300 New
LAS
2706
Lloyd Advisory Services
Georgia
$367K +$31K +504 +11%
RC
2707
Rovin Capital
Arizona
$367K +$29.3K +477 +10%
CIA
2708
Cladis Investment Advisory
Montana
$367K +$61 +1 +0%
BSSFA
2709
Baron Silver Stevens Financial Advisors
Florida
$367K +$23.5K +382 +8%
CIG
2710
Cascade Investment Group
Colorado
$366K +$29.1K +473 +10%
BWM
2711
BCS Wealth Management
Tennessee
$366K +$324K +5,275 New
SAF
2712
Smith Anglin Financial
Texas
$366K -$53.9K -877 -14%
CWM
2713
C2C Wealth Management
Arizona
$366K – – –
BBA
2714
Braun-Bostich & Associates
Pennsylvania
$365K -$21.8K -354 -6%
TFO
2715
Tarbox Family Office
California
$365K – – –
CA
2716
Crumly & Associates
Illinois
$365K -$3.87K -63 -1%
CCA
2717
Clearwater Capital Advisors
Illinois
$364K +$31K +505 +11%
SRCM
2718
Signature Resources Capital Management
California
$364K +$29K +472 +10%
PMG
2719
ProVise Management Group
Florida
$364K -$13.5K -219 -4%
CAM
2720
CPA Asset Management
Florida
$364K – – –
RCP
2721
Rothschild Capital Partners
New York
$364K – – –
NC
2722
North Capital
Utah
$363K -$13.4K -218 -4%
CFGA
2723
Cambridge Financial Group (Arizona)
Arizona
$362K -$8.91K -145 -3%
AW
2724
Alaethes Wealth
Nevada
$362K -$4.67K -76 -1%
BI
2725
Berkeley Inc
Idaho
$362K +$20K +325 +7%
107 108
109
110 111