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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
3176
Riversedge Advisors
Delaware
$300K +$268K +865 New
CNWM
3177
Clay Northam Wealth Management
California
$300K – – –
AFGAS
3178
Allegiance Financial Group Advisory Services
Virginia
$299K – – –
NC
3179
Napatree Capital
Rhode Island
$299K +$267K +863 New
OPWM
3180
Oxinas Partners Wealth Management
Indiana
$299K +$619 +2 +0.2%
FA
3181
Fermata Advisors
California
$297K -$929 -3 -0.3%
IAP
3182
Indie Asset Partners
Indiana
$297K – – –
TPWM
3183
Twelve Points Wealth Management
Massachusetts
$297K +$15.2K +49 +6%
6F
3184
626 Financial
Michigan
$297K – – –
WCP
3185
Welch Capital Partners
New York
$296K +$264K +854 New
CFG
3186
Compton Financial Group
Maryland
$296K +$3.41K +11 +1%
CCFP
3187
Charles Carroll Financial Partners
Massachusetts
$295K – – –
AI
3188
Auour Investments
Massachusetts
$294K – – –
SFG
3189
Sterling Financial Group
California
$294K -$310 -1 -0.1%
SC
3190
Stephens Consulting
Michigan
$294K +$310 +1 +0.1%
BCMLT
3191
Beacon Capital Management LLC (Tennessee)
Tennessee
$294K -$150K -484 -33%
NA
3192
Nottingham Advisors
New York
$294K +$619 +2 +0.2%
AWAP
3193
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$294K – – –
KMC
3194
Kirr Marbach & Co
Indiana
$292K – – –
SC
3195
Stephenson & Company
California
$292K +$261K +842 New
RFG
3196
REAP Financial Group
Texas
$291K +$260K +841 New
APW
3197
Aurora Private Wealth
New Jersey
$291K +$310 +1 +0.1%
SC
3198
Sonen Capital
California
$291K – – –
HIC
3199
Harvey Investment Company
Kentucky
$289K – – –
FF
3200
Francis Financial
$289K -$10.5K -34 -4%
126 127
128
129 130