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Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2676
Orion Capital Management
California
$133K -$307K -765 -70%
RBC
2677
Roble Belko & Company
Pennsylvania
$132K – – –
RDFA
2678
Ritter Daniher Financial Advisory
Ohio
$131K +$20.5K +51 +18%
GWMIA
2679
Global Wealth Management Investment Advisory
Florida
$131K +$22.9K +57 +21%
FCG
2680
Financial Connections Group
California
$127K -$10.4K -26 -7%
GC
2681
Garde Capital
Washington
$123K +$8.03K +20 +7%
CAM
2682
Cacti Asset Management
Georgia
$119K – – –
ICM
2683
Intrepid Capital Management
Florida
$118K -$37.7K -94 -24%
AWM
2684
Abound Wealth Management
Tennessee
$117K +$2.01K +5 +2%
CCP
2685
Carmel Capital Partners
California
$116K +$96.7K +241 +473%
AWM
2686
Activest Wealth Management
Florida
$113K -$34.5K -86 -23%
AFS
2687
Annapolis Financial Services
Maryland
$112K +$22.9K +57 +25%
SAS
2688
Stelac Advisory Services
New York
$112K – – –
GM
2689
GeoWealth Management
Illinois
$109K +$84.3K +210 +313%
TLCM
2690
Twin Lakes Capital Management
California
$108K – – –
KFS
2691
Kelly Financial Services
Massachusetts
$108K -$71.9K -179 -40%
RP
2692
Rowlandmiller & Partners
Georgia
$107K – – –
CAS
2693
Coppell Advisory Solutions
Texas
$106K +$120K +300 +7,500%
CSWM
2694
Cassady Schiller Wealth Management
Ohio
$103K – – –
MHR
2695
Matthew Hamilton Rosenberg
$97K – – –
BLC
2696
Brown, Lisle/Cummings
Rhode Island
$91.1K – – –
PCA
2697
Providence Capital Advisors
North Carolina
$87.9K -$45.4K -113 -34%
HWM
2698
HighMark Wealth Management
Minnesota
$86.1K – – –
FPF
2699
First Pacific Financial
Washington
$85.9K +$87.1K +217 New
EA
2700
Evolution Advisers
Virginia
$81K – – –
106 107
108
109 110