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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1751
Catalina Capital Group
California
$220K -$464K -1,031 -69%
AFS
1752
Axiom Financial Strategies
Indiana
$220K +$213K +473 New
GI
1753
GAMCO Investors
Connecticut
$220K +$212K +472 New
SPWM
1754
Schrum Private Wealth Management
Florida
$220K +$212K +472 New
FA
1755
Fermata Advisors
California
$219K -$42.8K -95 -17%
HCPC
1756
Hamilton Capital Partners (Canada)
$219K -$15.7M -34,944 -99%
PA
1757
PharVision Advisers
Florida
$218K +$211K +469 New
PWM
1758
PBMares Wealth Management
Virginia
$218K +$211K +468 New
TFP
1759
Tilia Fiduciary Partners
North Carolina
$217K +$210K +467 New
ABC
1760
Associated Banc-Corp
Wisconsin
$216K +$209K +464 New
PWAM
1761
Private Wealth Asset Management
Iowa
$216K +$208K +463 New
PHWM
1762
Pine Harbor Wealth Management
Maryland
$216K +$208K +462 New
FFA
1763
Fi3 Financial Advisors
Indiana
$215K +$208K +462 New
CFS
1764
CRA Financial Services
New Jersey
$215K -$93.2K -207 -31%
OPPS
1765
Obsidian Personal Planning Solutions
Maryland
$214K – – –
MCM
1766
Maple Capital Management
Vermont
$214K +$207K +460 New
ML
1767
Mayport LLC
Massachusetts
$214K +$207K +459 New
BSTWA
1768
Blake Schutter Theil Wealth Advisors
Ohio
$213K +$206K +458 New
SRC
1769
Sage Rhino Capital
California
$213K +$206K +457 New
CCA
1770
Cottonwood Capital Advisors
Utah
$212K -$110K -244 -35%
LI
1771
LMCG Investments
Massachusetts
$212K +$205K +456 New
MWA
1772
Medallion Wealth Advisors
Connecticut
$212K +$12.6K +28 +7%
TL
1773
Tradewinds LLC
North Carolina
$212K -$11.3K -25 -5%
BCM
1774
BluePointe Capital Management
California
$212K +$205K +455 New
1M
1775
1248 Management
Missouri
$211K +$204K +453 New
69 70
71
72 73