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Name Holding Trade Value Shares
Change 		Change in
Stake
WPWM
2901
Western Pacific Wealth Management
Illinois
$54.8K -$125K -1,165 -68%
OCM
2902
Orion Capital Management
California
$54.5K – – –
AFIA
2903
America First Investment Advisors
Nebraska
$53.6K -$4.31K -40 -7%
SRCM
2904
Signature Resources Capital Management
California
$53.5K -$14.7K -137 -20%
PP
2905
Pacifica Partners
Canada
$53.4K -$31.5K -293 -35%
DRS
2906
Deane Retirement Strategies
Louisiana
$53.2K – – –
RTL
2907
Red Tortoise LLC
Georgia
$51.3K +$16.1K +150 +41%
GA
2908
GoalVest Advisory
New York
$50.3K -$20.5K -190 -27%
PPWM
2909
PFG Private Wealth Management
Florida
$50K +$9.9K +92 +22%
C
2910
Covestor
United Kingdom
$50K -$82.8K -769 -60%
CFM
2911
Catalyst Funds Management
Australia
$49.6K +$53.8K +500 New
SFC
2912
Strategic Financial Concepts
Texas
$48.9K -$261K -2,426 -83%
PWA
2913
Provenance Wealth Advisors
Florida
$48.3K – – –
TCM
2914
Tributary Capital Management
Nebraska
$47.3K -$2.69K -25 -5%
SR
2915
Syntax Research
Florida
$47.1K – – –
ZRP
2916
Zynergy Retirement Planning
New Jersey
$47K +$50.9K +473 New
DWM
2917
Dogwood Wealth Management
Kansas
$46.8K -$108 -1 -0.2%
ACA
2918
American Capital Advisory
Idaho
$46.6K -$12.2K -113 -18%
CAM
2919
Chesapeake Asset Management
New York
$46.2K +$1.61K +15 +3%
SHIM
2920
Stone House Investment Management
Pennsylvania
$44.4K -$3.98K -37 -8%
RDFA
2921
Ritter Daniher Financial Advisory
Ohio
$44.3K -$54K -502 -53%
CPA
2922
Clear Point Advisors
New York
$44.3K – – –
MWM
2923
Mascoma Wealth Management
New Hampshire
$44K +$13.1K +122 +38%
CMP
2924
Coston McIsaac & Partners
Maine
$44K – – –
IGWM
2925
ICA Group Wealth Management
Colorado
$43.3K -$319K -2,959 -87%
115 116
117
118 119