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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
3401
McGuire Capital Advisors
Oklahoma
$149K -$47.8K -605 -25%
CTWM
3402
Cherry Tree Wealth Management
Minnesota
$149K -$52.7K -667 -27%
FCT
3403
First Community Trust
Iowa
$148K – – –
RS
3404
Rakuten Securities
Japan
$148K +$32.5K +411 +29%
DWS
3405
Dynamic Wealth Strategies
California
$148K -$38.3K -485 -21%
LIA
3406
Luken Investment Analytics
Tennessee
$146K – – –
MCRM
3407
Midway Capital Research & Management
Illinois
$146K – – –
AFC
3408
Ares Financial Consulting
California
$145K – – –
ORC
3409
O'Rourke & Company
Massachusetts
$142K -$14.6K -185 -1%
PL
3410
PeakShares LLC
Florida
$136K -$66.3K -840 -33%
FFA
3411
Frazier Financial Advisors
Ohio
$134K -$16K -202 -11%
FGP
3412
Freestone Grove Partners
California
$132K +$128K +1,619 New
1NWS
3413
1 North Wealth Services
Maryland
$129K – – –
BH
3414
Burk Holdings
Oklahoma
$127K – – –
HHGA
3415
Halbert Hargrove Global Advisors
California
$127K +$3.4K +43 +3%
OA
3416
Operose Advisors
Wisconsin
$126K -$33.8K -428 -22%
RCM
3417
Richardson Capital Management
Wisconsin
$126K – – –
CFP
3418
Comprehensive Financial Planning
Pennsylvania
$126K +$79 +1 +0.1%
AAG
3419
Accordant Advisory Group
Maryland
$123K – – –
SWIM
3420
Smallwood Wealth Investment Management
New Jersey
$122K – – –
LD
3421
Lipe & Dalton
New York
$122K – – –
ACA
3422
American Capital Advisory
Idaho
$121K +$28.8K +365 +32%
RWM
3423
Rialto Wealth Management
New York
$121K +$10.7K +135 +10%
BHWM
3424
Bay Harbor Wealth Management
Maryland
$121K +$88.8K +1,125 +321%
VL
3425
Vima LLC
Michigan
$121K +$117K +1,484 New
135 136
137
138 139