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Name Holding Trade Value Shares
Change 		Change in
Stake
GCA
3151
Greenwood Capital Associates
South Carolina
$318K -$79K -255 -22%
AA
3152
Alesco Advisors
New York
$316K +$9.29K +30 +3%
RIS
3153
Retirement Income Solutions
Michigan
$315K – – –
CWM
3154
Compass Wealth Management
Connecticut
$315K +$1.55K +5 +0.6%
EA
3155
Emerald Advisers
Pennsylvania
$314K -$31K -100 -10%
LWMM
3156
Legacy Wealth Management (Mississippi)
Mississippi
$312K -$10.8K -35 -4%
SC
3157
Saybrook Capital
North Carolina
$312K – – –
CCA
3158
Cadent Capital Advisors
Oklahoma
$312K -$67.2K -217 -19%
BMWM
3159
Brown Miller Wealth Management
Virginia
$312K -$12.7K -41 -4%
CPW
3160
Crestmont Private Wealth
Texas
$312K +$4.64K +15 +2%
NEWAS
3161
N.E.W. Advisory Services
Wisconsin
$312K – – –
MAWA
3162
Moss Adams Wealth Advisors
Washington
$312K +$33.1K +107 +14%
JFG
3163
JMG Financial Group
Illinois
$311K – – –
RW
3164
REDW Wealth
New Mexico
$311K -$22.6K -73 -8%
PCM
3165
Perritt Capital Management
Illinois
$309K -$15.2K -49 -5%
ZF
3166
Zega Financial
Florida
$307K +$274K +886 New
WRPWM
3167
Werba Rubin Papier Wealth Management
California
$306K -$7.12K -23 -3%
CC
3168
Commons Capital
Massachusetts
$306K +$619 +2 +0.2%
SLG
3169
Stanley-Laman Group
Pennsylvania
$306K +$273K +882 New
VPP
3170
Vertex Planning Partners
Illinois
$305K +$13.9K +45 +5%
TC
3171
Trilogy Capital
California
$304K +$18.9K +61 +7%
EBSAM
3172
Eubel Brady & Suttman Asset Management
Ohio
$303K – – –
NC
3173
NBW Capital
Massachusetts
$302K -$12.1K -39 -4%
AWM
3174
Avaii Wealth Management
Wisconsin
$301K -$35.6K -115 -12%
MFG
3175
Mendota Financial Group
Wisconsin
$300K +$95.4K +308 +55%
125 126
127
128 129