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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3001
Mascoma Wealth Management
New Hampshire
$207K -$23.5K -96 -10%
HCWM
3002
Hidden Cove Wealth Management
Washington
$206K +$203K +828 New
NA
3003
Nottingham Advisors
New York
$206K -$158K -647 -44%
APC
3004
Aspire Private Capital
North Carolina
$205K +$202K +826 New
MCM
3005
McRae Capital Management
New Jersey
$205K +$202K +825 New
LCC
3006
Lincoln Capital Corp
Rhode Island
$205K +$202K +825 New
PS
3007
Pinney & Scofield
Massachusetts
$205K +$245 +1 +0.1%
ACA
3008
Ackerman Capital Advisors
Texas
$205K +$202K +824 New
OCFG
3009
O'Connor Financial Group
Illinois
$204K +$201K +821 New
FA
3010
Fermata Advisors
California
$204K +$201K +820 New
ZAM
3011
Zevin Asset Management
Massachusetts
$204K +$200K +819 New
MAG
3012
M3 Advisory Group
Massachusetts
$204K +$200K +819 New
SCM
3013
Spreng Capital Management
Ohio
$203K +$200K +818 New
BFWA
3014
Benchmark Financial Wealth Advisors
Florida
$203K +$200K +816 New
RFA
3015
RTD Financial Advisors
Pennsylvania
$202K +$199K +814 New
IRC
3016
Investors Research Corp
Georgia
$202K +$199K +813 New
WCM
3017
Weaver Capital Management
Georgia
$202K +$199K +812 New
SAM
3018
SP Asset Management
California
$202K +$199K +812 New
CG
3019
CFO4Life Group
Texas
$202K +$198K +811 New
BWM
3020
Base Wealth Management
Florida
$202K +$198K +811 New
MHB
3021
Midwest Heritage Bank
Iowa
$202K +$198K +811 New
HWM
3022
Howard Wealth Management
Connecticut
$201K +$198K +810 New
EM
3023
ELCO Management
New York
$201K +$198K +810 New
VCM
3024
Viewpoint Capital Management
Washington
$201K +$198K +810 New
MWAM
3025
Manhattan West Asset Management
California
$201K +$198K +809 New
119 120
121
122 123