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Name Holding Trade Value Shares
Change 		Change in
Stake
SSWG
3101
Seven Springs Wealth Group
Tennessee
$75K – – –
IPW
3102
IronBridge Private Wealth
Texas
$74K +$184 +1 +0.3%
DOA
3103
D'Orazio & Associates
Virginia
$73K +$12K +65 +20%
RA
3104
Resolute Advisors
California
$68K +$88.2K +478 New
AJ
3105
Ashburton (Jersey)
Jersey
$67K – – –
APC
3106
Aspire Private Capital
North Carolina
$66K -$17.3K -94 -21%
MAM
3107
Marquette Asset Management
Minnesota
$66K – – –
RTC
3108
Riverview Trust Company
Washington
$66K – – –
HI
3109
Human Investing
Oregon
$64K +$41.7K +226 +185%
TCM
3110
TD Capital Management
Tennessee
$57K +$1.84K +10 +3%
SWM
3111
Selective Wealth Management
Virginia
$57K +$27.7K +150 +94%
SA
3112
SRH Advisors
Kansas
$56K – – –
CIM
3113
Contravisory Investment Management
Massachusetts
$55K – – –
HIM
3114
Hillsdale Investment Management
Ontario, Canada
$55K – – –
IFA
3115
Interactive Financial Advisors
Illinois
$55K – – –
TCM
3116
Tanaka Capital Management
New York
$53K – – –
CCMIC
3117
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$51K +$36K +195 +244%
CWAF
3118
Core Wealth Advisors (Florida)
Florida
$50K – – –
DWA
3119
Dougherty Wealth Advisers
Minnesota
$46K – – –
TAIM
3120
TD Ameritrade Investment Management
Nebraska
$46K – – –
WLPWM
3121
Walled Lake Planning & Wealth Management
Illinois
$43K – – –
LAS
3122
Lloyd Advisory Services
Georgia
$43K +$29.1K +158 +211%
LCM
3123
Laurion Capital Management
New York
$41K -$957K -5,191 -96%
IHWM
3124
Iron Horse Wealth Management
Iowa
$39K – – –
NWM
3125
Navigation Wealth Management
Colorado
$39K +$38.7K +210 New
123 124
125
126 127