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Name Holding Trade Value Shares
Change 		Change in
Stake
SIAM
3276
Sterling Investment Advisors (Missouri)
Missouri
$221K – – –
AC
3277
Annandale Capital
Texas
$220K – – –
RWRC
3278
R.W. Roge & Company
New York
$220K – – –
WAS
3279
WESPAC Advisors SoCal
California
$219K -$199K -1,322 -49%
MWA
3280
Motive Wealth Advisors
Michigan
$219K +$210K +1,390 New
GCM
3281
Gallacher Capital Management
Colorado
$219K -$55.1K -365 -21%
PA
3282
Parkside Advisors
California
$219K +$755 +5 +0.4%
FA
3283
Fiducient Advisors
Illinois
$218K -$204K -1,353 -49%
AT
3284
Avalon Trust
New Mexico
$218K -$755 -5 -0.4%
CCM
3285
Chiron Capital Management
Florida
$217K – – –
QCIG
3286
Quad-Cities Investment Group
Iowa
$217K – – –
GA
3287
Goldstein Advisors
Wisconsin
$217K +$208K +1,377 New
YCG
3288
Yeomans Consulting Group
Georgia
$216K -$70.8K -469 -26%
NC
3289
NBW Capital
Massachusetts
$216K +$207K +1,369 New
SWM
3290
Selective Wealth Management
Virginia
$216K +$200K +1,326 New
NG
3291
Northstar Group
New York
$215K – – –
MWM
3292
Meritas Wealth Management
California
$213K – – –
TAS
3293
TIFF Advisory Services
Pennsylvania
$213K +$38.3K +254 +23%
TLCM
3294
Twin Lakes Capital Management
California
$213K +$151 +1 +0.1%
CCP
3295
Clarity Capital Partners
California
$213K -$2.11K -14 -1%
OWMIAS
3296
One Wealth Management Investment & Advisory Services
Florida
$212K +$203K +1,345 New
CCM
3297
Crew Capital Management
Ohio
$212K +$203K +1,343 New
RIP
3298
RAM Investment Partners
Washington
$212K +$203K +1,343 New
PIAS
3299
PCA Investment Advisory Services
Ohio
$211K +$202K +1,339 New
AFS
3300
AFG Fiduciary Services
Massachusetts
$211K +$196K +1,302 New
130 131
132
133 134