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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
3226
Ascension Capital Advisors
Texas
$411K +$45K +430 +14%
SFWC
3227
Strategic Family Wealth Counselors
New Jersey
$410K -$73.2K -700 -17%
CFO
3228
Custos Family Office
Texas
$409K -$191K -1,824 -34%
RFG
3229
REAP Financial Group
Texas
$408K -$116K -1,109 -24%
PP
3230
Postrock Partners
Oregon
$408K – – –
MFP
3231
Meramec Financial Planners
Missouri
$408K -$15.2K -145 -4%
CAM
3232
Concorde Asset Management
Michigan
$407K -$51.6K -493 -12%
AMPWP
3233
Alvarez & Marsal Private Wealth Partners
Florida
$407K -$942K -9,012 -72%
PPG
3234
Peak Planning Group
Colorado
$407K -$3.14K -30 -0.9%
WIA
3235
Wealthedge Investment Advisors
New York
$407K +$732 +7 +0.2%
PA
3236
PSI Advisors
Florida
$406K +$23.7K +227 +7%
PCA
3237
Prosperity Capital Advisors
Ohio
$406K -$45.5K -435 -11%
SW
3238
SMART Wealth
Nebraska
$406K -$72.9K -697 -17%
LCAM
3239
London & Capital Asset Management
United Kingdom
$405K +$3.77K +36 +1%
FCT
3240
First Community Trust
Iowa
$404K -$13.1K -125 -4%
RWRC
3241
R.W. Roge & Company
New York
$404K -$49.2K -470 -12%
RIM
3242
Rockbridge Investment Management
New York
$404K +$9.52K +91 +3%
CWM
3243
Cahaba Wealth Management
Georgia
$404K +$3.24K +31 +0.9%
RDFA
3244
Ritter Daniher Financial Advisory
Ohio
$402K +$1.15K +11 +0.3%
AAMG
3245
AMG Asset Management Group
Georgia
$402K +$16.9K +162 +5%
TFO
3246
Tarbox Family Office
California
$402K -$105 -1 -0%
MAMG
3247
Milestone Asset Management Group
Connecticut
$401K – – –
MAM
3248
Marotta Asset Management
Virginia
$401K -$3.45K -33 -1%
TCM
3249
Tradewinds Capital Management
Washington
$400K -$8.37K -80 -2%
FP
3250
Financial Perspectives
Minnesota
$400K -$25.1K -240 -7%
128 129
130
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