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Name Holding Trade Value Shares
Change 		Change in
Stake
CTWM
3151
Cherry Tree Wealth Management
Minnesota
$319K – – –
GCA
3152
Greenwood Capital Associates
South Carolina
$318K -$79K -255 -22%
AA
3153
Alesco Advisors
New York
$316K +$9.29K +30 +3%
RIS
3154
Retirement Income Solutions
Michigan
$315K – – –
CWM
3155
Compass Wealth Management
Connecticut
$315K +$1.55K +5 +0.6%
EA
3156
Emerald Advisers
Pennsylvania
$314K -$31K -100 -10%
LWMM
3157
Legacy Wealth Management (Mississippi)
Mississippi
$312K -$10.8K -35 -4%
SC
3158
Saybrook Capital
North Carolina
$312K – – –
CCA
3159
Cadent Capital Advisors
Oklahoma
$312K -$67.2K -217 -19%
BMWM
3160
Brown Miller Wealth Management
Virginia
$312K -$12.7K -41 -4%
CPW
3161
Crestmont Private Wealth
Texas
$312K +$4.64K +15 +2%
NEWAS
3162
N.E.W. Advisory Services
Wisconsin
$312K – – –
MAWA
3163
Moss Adams Wealth Advisors
Washington
$312K +$33.1K +107 +14%
JFG
3164
JMG Financial Group
Illinois
$311K – – –
RW
3165
REDW Wealth
New Mexico
$311K -$22.6K -73 -8%
PCM
3166
Perritt Capital Management
Illinois
$309K -$15.2K -49 -5%
ZF
3167
Zega Financial
Florida
$307K +$274K +886 New
WRPWM
3168
Werba Rubin Papier Wealth Management
California
$306K -$7.12K -23 -3%
CC
3169
Commons Capital
Massachusetts
$306K +$619 +2 +0.2%
SLG
3170
Stanley-Laman Group
Pennsylvania
$306K +$273K +882 New
VPP
3171
Vertex Planning Partners
Illinois
$305K +$13.9K +45 +5%
TC
3172
Trilogy Capital
California
$304K +$18.9K +61 +7%
EBSAM
3173
Eubel Brady & Suttman Asset Management
Ohio
$303K – – –
NC
3174
NBW Capital
Massachusetts
$302K -$12.1K -39 -4%
AWM
3175
Avaii Wealth Management
Wisconsin
$301K -$35.6K -115 -12%
125 126
127
128 129