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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3376
Momentous Wealth Management
Washington
$343K -$9.41K -26 -3%
GCM
3377
Gladius Capital Management
Illinois
$342K -$483K -1,336 -59%
PTC
3378
Petrus Trust Company
Texas
$342K -$86.5K -239 -20%
GCWM
3379
Graham Capital Wealth Management
District of Columbia
$342K -$10.9K -30 -3%
ORC
3380
O'Rourke & Company
Massachusetts
$340K +$362 +1 +0.1%
FA
3381
FDx Advisors
Illinois
$340K -$1.45K -4 -0.4%
WCM
3382
Warburton Capital Management
Oklahoma
$339K +$39.1K +108 +14%
AIA
3383
Accelerate Investment Advisors
California
$339K +$334K +924 New
AFM
3384
Aspetuck Financial Management
Connecticut
$339K – – –
BDWCC
3385
B&D White Capital Company
Texas
$338K +$334K +922 New
MFC
3386
Morris Financial Concepts
South Carolina
$338K -$296K -819 -47%
HFRG
3387
Houlihan Financial Resource Group
Virginia
$338K -$18.1K -50 -5%
SCA
3388
Stuart Chaussee & Associates
California
$337K -$22.1K -61 -6%
MCM
3389
M1 Capital Management
Michigan
$336K +$3.26K +9 +1%
WW
3390
Waterfront Wealth
Kansas
$336K +$14.8K +41 +5%
HIF
3391
Hill Island Financial
Michigan
$336K +$331K +916 New
GFG
3392
Greenberg Financial Group
Arizona
$335K -$54.3K -150 -14%
CTWM
3393
Cherry Tree Wealth Management
Minnesota
$334K -$9.05K -25 -3%
RIS
3394
Retirement Income Solutions
Michigan
$334K – – –
RMC
3395
Ring Mountain Capital
California
$334K -$2.53K -7 -0.7%
WG
3396
Watchman Group
Texas
$333K +$13K +36 +4%
CAM
3397
Close Asset Management
United Kingdom
$333K +$9.41K +26 +3%
MA
3398
MKT Advisors
California
$332K -$12.3K -34 -4%
MWM
3399
Mascoma Wealth Management
New Hampshire
$332K -$8.69K -24 -3%
NFG
3400
Northeast Financial Group
Pennsylvania
$331K -$20.6K -57 -6%
134 135
136
137 138