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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
3201
Rise Advisors
New York
$229K -$25.3K -170 -10%
MCA
3202
Magnolia Capital Advisors
Mississippi
$229K +$20.1K +135 +10%
SCM
3203
Sage Capital Management
New Jersey
$228K – – –
ARC
3204
Advisor Resource Council
Texas
$228K +$230K +1,548 New
TPW
3205
Talon Private Wealth
Florida
$228K +$230K +1,548 New
SGC
3206
Slocum, Gordon & Co
Rhode Island
$228K – – –
OWM
3207
Opes Wealth Management
California
$228K -$9.53K -64 -4%
PIAS
3208
PCA Investment Advisory Services
Ohio
$227K +$32.7K +220 +17%
CA
3209
Centerpoint Advisors
Massachusetts
$227K -$2.68K -18 -1%
ICM
3210
Intrepid Capital Management
Florida
$227K +$7.29K +49 +3%
CAAM
3211
Cornerstone Advisors Asset Management
Pennsylvania
$227K – – –
EWM
3212
Executive Wealth Management
Michigan
$226K +$229K +1,538 New
OKSA
3213
O'Keefe Stevens Advisory
New York
$226K +$15.8K +106 +7%
LRIA
3214
Leonard Rickey Investment Advisors
Washington
$226K -$158K -1,064 -41%
CC
3215
Capstone Capital
Nevada
$226K -$3.57K -24 -2%
BMCM
3216
Burns Matteson Capital Management
New York
$225K – – –
LIA
3217
LifePlan Investment Advisors
North Carolina
$225K +$6.25K +42 +3%
FWM
3218
ForthRight Wealth Management
Georgia
$225K +$7.29K +49 +3%
CWA
3219
Cascade Wealth Advisors
Washington
$224K – – –
MCM
3220
Mitchell Capital Management
Kansas
$224K -$5.66K -38 -2%
OCPWS
3221
One Charles Private Wealth Services
Massachusetts
$224K -$2.53K -17 -1%
PFA
3222
Pathway Financial Advisors
Vermont
$223K -$55.7K -374 -20%
WCFA
3223
Walkner Condon Financial Advisors
Wisconsin
$223K -$137K -921 -38%
MCIA
3224
Mountain Capital Investment Advisors
Colorado
$223K +$214K +1,436 New
WLIM
3225
White Lighthouse Investment Management
Massachusetts
$223K +$225K +1,514 New
127 128
129
130 131