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Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
3001
FOCUS Wealth Advisors
Texas
$286K +$42.1K +131 +16%
HP
3002
Hyperion Partners
Pennsylvania
$286K +$20.3K +63 +7%
AAM
3003
Augustine Asset Management
Florida
$286K +$3.54K +11 +1%
CCM
3004
Crew Capital Management
Ohio
$286K +$33.4K +104 +12%
RA
3005
Rational Advisors
New York
$285K -$133K -413 -30%
RTC
3006
Riverview Trust Company
Washington
$285K – – –
RA
3007
Rise Advisors
New York
$285K -$450K -1,400 -60%
PCM
3008
Perritt Capital Management
Illinois
$284K – – –
BMWM
3009
Brown Miller Wealth Management
Virginia
$284K +$1.93K +6 +0.6%
AGC
3010
Aspen Grove Capital
Colorado
$284K -$870K -2,704 -74%
LWMM
3011
Legacy Wealth Management (Mississippi)
Mississippi
$283K -$45K -140 -13%
HAS
3012
Holland Advisory Services
Florida
$282K +$300K +934 New
WHCI
3013
W.H. Cornerstone Investments
Massachusetts
$282K +$1.61K +5 +0.5%
SFS
3014
Strategic Financial Services
New York
$282K – – –
PCM
3015
Poehling Capital Management
Wisconsin
$282K – – –
PAG
3016
Paladin Advisory Group
Iowa
$281K – – –
AFS
3017
Annapolis Financial Services
Maryland
$281K +$18.3K +57 +7%
SGWM
3018
Sterling Group Wealth Management
California
$281K -$643 -2 -0.2%
EL
3019
Essex LLC
Illinois
$281K +$299K +930 New
LS
3020
Leelyn Smith
Illinois
$280K – – –
PAG
3021
Powers Advisory Group
Illinois
$279K -$99.1K -308 -25%
CTWM
3022
Cherry Tree Wealth Management
Minnesota
$278K – – –
SC
3023
Schoolcraft Capital
Colorado
$278K -$1.29K -4 -0.4%
SFFS
3024
Stonehage Fleming Financial Services
Jersey
$278K – – –
DWA
3025
Delap Wealth Advisory
Oregon
$277K +$295K +918 New
119 120
121
122 123