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Name Holding Trade Value Shares
Change 		Change in
Stake
RWRC
3276
R.W. Roge & Company
New York
$220K – – –
WAS
3277
WESPAC Advisors SoCal
California
$219K -$199K -1,322 -49%
MWA
3278
Motive Wealth Advisors
Michigan
$219K +$210K +1,390 New
GCM
3279
Gallacher Capital Management
Colorado
$219K -$55.1K -365 -21%
PA
3280
Parkside Advisors
California
$219K +$755 +5 +0.4%
FA
3281
Fiducient Advisors
Illinois
$218K -$204K -1,353 -49%
AT
3282
Avalon Trust
New Mexico
$218K -$755 -5 -0.4%
CCM
3283
Chiron Capital Management
Florida
$217K – – –
QCIG
3284
Quad-Cities Investment Group
Iowa
$217K – – –
GA
3285
Goldstein Advisors
Wisconsin
$217K +$208K +1,377 New
YCG
3286
Yeomans Consulting Group
Georgia
$216K -$70.8K -469 -26%
NC
3287
NBW Capital
Massachusetts
$216K +$207K +1,369 New
SWM
3288
Selective Wealth Management
Virginia
$216K +$200K +1,326 New
NG
3289
Northstar Group
New York
$215K – – –
MWM
3290
Meritas Wealth Management
California
$213K – – –
TAS
3291
TIFF Advisory Services
Pennsylvania
$213K +$38.3K +254 +23%
TLCM
3292
Twin Lakes Capital Management
California
$213K +$151 +1 +0.1%
CCP
3293
Clarity Capital Partners
California
$213K -$2.11K -14 -1%
OWMIAS
3294
One Wealth Management Investment & Advisory Services
Florida
$212K +$203K +1,345 New
CCM
3295
Crew Capital Management
Ohio
$212K +$203K +1,343 New
RIP
3296
RAM Investment Partners
Washington
$212K +$203K +1,343 New
PIAS
3297
PCA Investment Advisory Services
Ohio
$211K +$202K +1,339 New
AFS
3298
AFG Fiduciary Services
Massachusetts
$211K +$196K +1,302 New
MAM
3299
McCarthy Asset Management
California
$210K +$201K +1,333 New
SF
3300
Safeguard Financial
Wisconsin
$210K +$201K +1,333 New
130 131
132
133 134