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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2501
Rollins Financial Advisors
New York
$356K -$105K -1,615 -22%
MHR
2502
Matthew Hamilton Rosenberg
$355K +$8.94K +137 +2%
1WM
2503
1900 Wealth Management
Texas
$355K +$131 +2 +0%
RW
2504
Rede Wealth
Virginia
$355K +$19.6K +300 +6%
FAG
2505
Fortitude Advisory Group
Washington
$355K -$89.9K -1,377 -19%
BAM
2506
BOCHK Asset Management
Hong Kong
$355K +$372K +5,700 New
MWM
2507
Merriman Wealth Management
Washington
$355K +$40.6K +622 +12%
KIG
2508
Kessler Investment Group
Indiana
$355K -$8.94K -137 -2%
JWM
2509
JFG Wealth Management
Colorado
$354K +$7.96K +122 +2%
PFA
2510
Pure Financial Advisors
California
$353K -$267K -4,092 -42%
WAM
2511
Walker Asset Management
Missouri
$351K +$2.15K +33 +0.6%
RWM
2512
Riverbend Wealth Management
South Carolina
$351K +$367K +5,620 New
ACM
2513
Adalta Capital Management
New York
$350K – – –
PWMA
2514
Pension & Wealth Management Advisors
Massachusetts
$350K +$4.57K +70 +1%
RFP
2515
Root Financial Partners
California
$350K +$58.9K +902 +19%
SWC
2516
Spectrum Wealth Counsel
Indiana
$350K – – –
VAM
2517
Verity Asset Management
North Carolina
$350K -$695K -10,649 -55%
SW
2518
Simplicity Wealth
New Jersey
$349K -$2.08M -31,887 -85%
VCM
2519
Viewpoint Capital Management
Washington
$349K +$326 +5 +0.1%
SA
2520
SAM Advisors
California
$349K – – –
ACM
2521
Accent Capital Management
Ohio
$348K – – –
WDC
2522
Woodward Diversified Capital
California
$347K -$349K -5,345 -49%
BFS
2523
Burkett Financial Services
South Carolina
$347K +$14.4K +221 +4%
ACP
2524
Argyle Capital Partners
California
$347K +$364K +5,570 New
JGUA
2525
John G. Ullman & Associates
New York
$347K -$11.3K -173 -3%
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101
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