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Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
3301
CTC Alternative Strategies
Illinois
$388K +$345K +3,300 New
AM
3302
Atwater Malick
Pennsylvania
$388K +$51.7K +494 +18%
GSWM
3303
Greenup Street Wealth Management
Michigan
$387K +$49.8K +476 +17%
CTC
3304
Cetera Trust Company
Minnesota
$387K – – –
HSG
3305
Helen Stephens Group
Texas
$387K +$7.63K +73 +2%
SOW
3306
State of Wyoming
Wyoming
$386K -$19.2K -184 -5%
PWA
3307
Portus Wealth Advisors
North Carolina
$386K -$7.63K -73 -2%
GCP
3308
Gill Capital Partners
Colorado
$386K +$10.5K +100 +3%
NPFS
3309
Novak & Powell Financial Services
Florida
$386K -$34.7K -332 -9%
VST
3310
Van Strum & Towne
California
$386K -$22.5K -215 -6%
PF
3311
Prosperitas Financial
California
$385K -$5.02K -48 -1%
LA
3312
Latitude Advisors
Florida
$385K +$15.5K +148 +5%
LRIA
3313
Leonard Rickey Investment Advisors
Washington
$384K +$26.5K +253 +8%
BBA
3314
Braun-Bostich & Associates
Pennsylvania
$383K -$109K -1,044 -24%
SCA
3315
Scott Capital Advisors
Oregon
$383K -$16.1K -154 -5%
CA
3316
CapWealth Advisors
Tennessee
$383K +$6.69K +64 +2%
HFO
3317
Heritage Family Offices
Arizona
$382K +$340K +3,255 New
PEWA
3318
Pacific Excel Wealth Advisors
California
$382K +$340K +3,255 New
AT
3319
American Trust
Kentucky
$382K -$8.05K -77 -2%
OCG
3320
Opus Capital Group
Ohio
$381K -$7.11K -68 -2%
BWM
3321
BCS Wealth Management
Tennessee
$381K +$26.8K +256 +9%
BPAMU
3322
BTG Pactual Asset Management US
New York
$380K +$339K +3,237 New
VC
3323
Veery Capital
Delaware
$380K -$3.03K -29 -0.9%
BI
3324
Berkeley Inc
Idaho
$380K – – –
AFWM
3325
Arta Finance Wealth Management
California
$380K +$12K +115 +4%
131 132
133
134 135