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Name Holding Trade Value Shares
Change 		Change in
Stake
WMG
2126
WESCAP Management Group
California
$217K -$92K -2,932 -31%
BAM
2127
Brave Asset Management
New Jersey
$217K -$31.5K -1,004 -13%
AO
2128
Advisor OS
Illinois
$217K +$204K +6,498 New
PCMC
2129
Private Capital Management (Colorado)
Colorado
$217K -$131K -4,188 -39%
CCM
2130
Crew Capital Management
Ohio
$216K -$114K -3,640 -36%
GIP
2131
Granite Investment Partners
California
$216K +$203K +6,464 New
AWA
2132
Amplius Wealth Advisors
Pennsylvania
$216K -$5.9K -188 -3%
RC
2133
Roundview Capital
New Jersey
$216K -$10.6K -337 -5%
TA
2134
TrueWealth Advisors
Alabama
$215K +$202K +6,437 New
SAG
2135
Spotlight Asset Group
Illinois
$214K -$203K -6,477 -50%
M
2136
MOTCO
Texas
$214K +$62.3K +1,984 +45%
SWM
2137
SFG Wealth Management
Maryland
$214K +$201K +6,405 New
SWM
2138
Stockman Wealth Management
Montana
$214K -$188K -5,982 -48%
GTAM
2139
Global Trust Asset Management
Florida
$213K +$2.29K +73 +1%
CAC
2140
Certified Advisory Corp
Florida
$213K -$26.3K -839 -12%
4WM
2141
4J Wealth Management
Virginia
$213K +$200K +6,360 New
MAWA
2142
Moss Adams Wealth Advisors
Washington
$212K +$199K +6,344 New
CAWM
2143
Capital Advisors Wealth Management
Washington
$212K -$3.92K -125 -2%
CA
2144
Claro Advisors
Massachusetts
$212K -$2.32K -74 -1%
BC
2145
Bridgefront Capital
Texas
$211K +$198K +6,304 New
SAM
2146
Synergy Asset Management
Washington
$211K -$715K -22,766 -78%
AWM
2147
AllSquare Wealth Management
New York
$211K – – –
AAP
2148
Arax Advisory Partners
Colorado
$211K -$3.86K -123 -2%
MGAM
2149
McGowan Group Asset Management
Texas
$211K +$1.51K +48 +0.8%
CHA
2150
Cooper/Haims Advisors
New York
$210K -$440 -14 -0.2%
84 85
86
87 88