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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
3701
Ascent Capital Management
Oregon
$260K +$5.5K +14 +2%
GA
3702
GoalVest Advisory
New York
$259K – – –
ACM
3703
Arcataur Capital Management
Wisconsin
$259K +$252K +640 New
DWS
3704
Discipline Wealth Solutions
South Carolina
$259K +$252K +640 New
HAG
3705
HF Advisory Group
Maryland
$259K +$16.9K +43 +7%
TPWM
3706
Twelve Points Wealth Management
Massachusetts
$259K +$19.7K +50 +8%
HIS
3707
Horizon Investment Services
Indiana
$258K +$24.8K +63 +11%
CWMGP
3708
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$257K +$250K +635 New
CFO
3709
Custos Family Office
Texas
$257K +$23.2K +59 +10%
MA
3710
Menlo Advisors
California
$257K – – –
MWPCG
3711
Measured Wealth Private Client Group
New Hampshire
$257K -$126K -321 -34%
AFAS
3712
Acorn Financial Advisory Services
Virginia
$256K +$24.4K +62 +11%
CMA
3713
Cedar Mountain Advisors
Oregon
$256K +$9.44K +24 +4%
WAM
3714
WealthTrust Asset Management
Florida
$255K – – –
PFS
3715
Prospect Financial Services
New York
$254K -$27.5K -70 -10%
AFA
3716
Avant Financial Advisors
Texas
$254K – – –
DF
3717
Dunhill Financial
United Kingdom
$254K +$40.5K +103 +20%
AA
3718
ACT Advisors
North Carolina
$253K -$393 -1 -0.2%
WFC
3719
Western Financial Corp
California
$253K -$721K -1,834 -75%
HP
3720
Highlander Partners
Texas
$253K – – –
ES
3721
Eagle Strategies
New York
$253K +$7.86K +20 +3%
IW
3722
Instrumental Wealth
Florida
$252K +$22K +56 +9%
KWM
3723
KMT Wealth Management
California
$252K – – –
ELM
3724
Elite Life Management
Florida
$252K -$1.18K -3 -0.5%
O3W
3725
Omni 360 Wealth
New Jersey
$251K – – –
147 148
149
150 151