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Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
3376
Petrus Trust Company
Texas
$342K -$86.5K -239 -20%
GCWM
3377
Graham Capital Wealth Management
District of Columbia
$342K -$10.9K -30 -3%
ORC
3378
O'Rourke & Company
Massachusetts
$340K +$362 +1 +0.1%
FA
3379
FDx Advisors
Illinois
$340K -$1.45K -4 -0.4%
WCM
3380
Warburton Capital Management
Oklahoma
$339K +$39.1K +108 +14%
AIA
3381
Accelerate Investment Advisors
California
$339K +$334K +924 New
AFM
3382
Aspetuck Financial Management
Connecticut
$339K – – –
BDWCC
3383
B&D White Capital Company
Texas
$338K +$334K +922 New
MFC
3384
Morris Financial Concepts
South Carolina
$338K -$296K -819 -47%
HFRG
3385
Houlihan Financial Resource Group
Virginia
$338K -$18.1K -50 -5%
SCA
3386
Stuart Chaussee & Associates
California
$337K -$22.1K -61 -6%
MCM
3387
M1 Capital Management
Michigan
$336K +$3.26K +9 +1%
WW
3388
Waterfront Wealth
Kansas
$336K +$14.8K +41 +5%
HIF
3389
Hill Island Financial
Michigan
$336K +$331K +916 New
GFG
3390
Greenberg Financial Group
Arizona
$335K -$54.3K -150 -14%
CTWM
3391
Cherry Tree Wealth Management
Minnesota
$334K -$9.05K -25 -3%
RIS
3392
Retirement Income Solutions
Michigan
$334K – – –
RMC
3393
Ring Mountain Capital
California
$334K -$2.53K -7 -0.7%
WG
3394
Watchman Group
Texas
$333K +$13K +36 +4%
CAM
3395
Close Asset Management
United Kingdom
$333K +$9.41K +26 +3%
MA
3396
MKT Advisors
California
$332K -$12.3K -34 -4%
MWM
3397
Mascoma Wealth Management
New Hampshire
$332K -$8.69K -24 -3%
NFG
3398
Northeast Financial Group
Pennsylvania
$331K -$20.6K -57 -6%
CC
3399
Commons Capital
Massachusetts
$331K +$1.81K +5 +0.6%
OIS
3400
Okabena Investment Services
Minnesota
$330K – – –
134 135
136
137 138