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Name Holding Trade Value Shares
Change 		Change in
Stake
OKSA
2526
O'Keefe Stevens Advisory
New York
$218K +$17.1K +200 +8%
AWM
2527
Alterna Wealth Management
Texas
$217K +$228K +2,675 New
EWA
2528
Encompass Wealth Advisors
Oregon
$217K -$98.7K -1,156 -30%
WIP
2529
WealthCare Investment Partners
Rhode Island
$216K +$5.12K +60 +2%
MIC
2530
Meridian Investment Counsel
California
$216K -$4.78K -56 -2%
WA
2531
Wambolt & Associates
Colorado
$216K -$103K -1,207 -31%
MSCM
2532
McElhenny Sheffield Capital Management
Texas
$215K -$939 -11 -0.4%
CFP
2533
Catalyst Financial Partners
Massachusetts
$215K +$227K +2,655 New
CSWG
2534
Cardinal Strategic Wealth Guidance
Kentucky
$215K -$11.5K -135 -5%
MWP
2535
Meridian Wealth Partners
Pennsylvania
$214K +$226K +2,644 New
WCFA
2536
Walkner Condon Financial Advisors
Wisconsin
$214K -$4.36K -51 -2%
HL
2537
HeadInvest LLC
Maine
$214K -$23K -269 -9%
ECAM
2538
East Coast Asset Management
Massachusetts
$214K – – –
DFS
2539
Dixon Fnancial Services
California
$214K +$8.2K +96 +4%
LAS
2540
LWM Advisory Services
Florida
$213K +$223K +2,614 New
KCM
2541
KRS Capital Management
Michigan
$213K -$242K -2,835 -52%
AT
2542
Arden Trust
Delaware
$213K -$704K -8,241 -76%
LTI
2543
Laffer Tengler Investments
Tennessee
$213K -$504K -5,901 -69%
CWM
2544
Collaborative Wealth Management
Florida
$212K -$15.5K -182 -7%
KPWG
2545
KFA Private Wealth Group
Virginia
$212K -$18.6K -218 -8%
WI
2546
WrapManager Inc
California
$212K +$23.7K +277 +12%
DP
2547
Denver PWM
Colorado
$212K +$8.63K +101 +4%
IAG
2548
Investmark Advisory Group
Connecticut
$212K +$5.72K +67 +3%
ASA
2549
Armstrong Shaw Associates
Connecticut
$212K – – –
CCIA
2550
Cherry Creek Investment Advisors
Colorado
$211K -$638K -7,475 -74%
100 101
102
103 104