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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2976
Parkshore Wealth Management
California
$389K +$411K +2,685 New
AT
2977
American Trust
Kentucky
$388K -$38.9K -254 -9%
GC
2978
GFG Capital
Florida
$387K +$5.51K +36 +1%
MAG
2979
MRA Advisory Group
New Jersey
$387K -$13K -85 -3%
LFP
2980
Lakeshore Financial Planning
Michigan
$387K – – –
CCP
2981
Carmel Capital Partners
California
$386K +$61.8K +404 +18%
SFS
2982
Strategic Financial Services
New York
$385K -$306 -2 -0.1%
RFA
2983
ROI Financial Advisors
Oregon
$384K -$74.4K -486 -15%
SSA
2984
South Street Advisors
New York
$384K -$1.95M -12,750 -83%
ACC
2985
Acorn Creek Capital
Colorado
$384K -$1.68K -11 -0.4%
ONST
2986
Old North State Trust
North Carolina
$384K +$15.8K +103 +4%
A
2987
Argentarii
Ohio
$384K +$406K +2,651 New
PM
2988
Phraction Management
Connecticut
$384K – – –
PFG
2989
Putney Financial Group
California
$383K +$405K +2,643 New
THCM
2990
Taylor Hoffman Capital Management
Virginia
$383K – – –
AA
2991
Acorns Advisers
California
$382K +$124K +807 +44%
RMF
2992
Red Mountain Financial
Colorado
$382K -$43K -281 -10%
AWM
2993
Austin Wealth Management
Texas
$382K +$11.3K +74 +3%
TCM
2994
Tradewinds Capital Management
Washington
$381K +$320K +2,092 +390%
HCM
2995
Hutner Capital Management
Vermont
$379K -$343K -2,243 -46%
SCM
2996
Silvant Capital Management
Georgia
$379K – – –
SFS
2997
Summit Financial Strategies
Ohio
$378K +$459 +3 +0.1%
TLFA
2998
True Link Financial Advisors
California
$378K +$64.7K +423 +19%
AMM
2999
American Money Management
California
$377K -$157K -1,023 -28%
TCM
3000
Towercrest Capital Management
Pennsylvania
$377K -$4.59K -30 -1%
118 119
120
121 122