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Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
2501
Lion Street Advisors
Texas
$585K -$151K -512 -25%
MCM
2502
Marathon Capital Management
Maryland
$585K +$3.54K +12 +0.6%
SGC
2503
Slocum, Gordon & Co
Rhode Island
$585K +$10.3K +35 +2%
JAWM
2504
J. Arnold Wealth Management
Ohio
$583K -$318K -1,078 -36%
OWA
2505
Octavia Wealth Advisors
Ohio
$583K -$30.1K -102 -5%
WSWA
2506
Warren Street Wealth Advisors
California
$580K +$36K +122 +7%
CP
2507
Coho Partners
Pennsylvania
$579K – – –
FMP
2508
Financial Management Professionals
Texas
$579K +$24.8K +84 +5%
CIC
2509
Chase Investment Counsel
Virginia
$579K +$31K +105 +6%
BIP
2510
Blueprint Investment Partners
North Carolina
$578K +$59.1K +200 +12%
RWRC
2511
R.W. Roge & Company
New York
$578K – – –
DCM
2512
Deuterium Capital Management
Florida
$576K +$548K +1,854 New
MFS
2513
Madrona Financial Services
Washington
$576K -$82.7K -280 -13%
SFC
2514
Strategic Financial Concepts
Texas
$575K +$3.54K +12 +0.7%
LCM
2515
Lazari Capital Management
California
$574K +$546K +1,849 New
PD
2516
Planning Directions
Pennsylvania
$574K -$64.4K -218 -11%
BFA
2517
BMS Financial Advisors
South Dakota
$574K -$231K -781 -30%
JHCP
2518
Jackson Hole Capital Partners
Oklahoma
$573K +$295 +1 +0.1%
ACA
2519
Affinity Capital Advisors
California
$573K +$3.25K +11 +0.6%
GWM
2520
Greenwich Wealth Management
Connecticut
$571K – – –
LOIP
2521
Live Oak Investment Partners
Texas
$571K – – –
IDBONY
2522
Israel Discount Bank of New York
New York
$570K -$116K -391 -18%
GAM
2523
Gemmer Asset Management
California
$570K +$19.2K +65 +4%
WS
2524
Wela Strategies
Georgia
$568K +$48.2K +163 +10%
SRC
2525
Shufro Rose & Co
New York
$568K +$1.48K +5 +0.3%
99 100
101
102 103