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Name Holding Trade Value Shares
Change 		Change in
Stake
CPSC
3226
Carl P. Sherr & Co
Massachusetts
$232K – – –
MWM
3227
Mattern Wealth Management
Kansas
$232K – – –
PFW
3228
Petros Family Wealth
Minnesota
$232K -$106K -201 -30%
RCM
3229
RNC Capital Management
California
$231K – – –
IQI
3230
Integrated Quantitative Investments
Washington
$230K -$2.02M -3,831 -89%
SL
3231
StoryOne LLC
Kansas
$230K – – –
CC
3232
Commons Capital
Massachusetts
$230K +$242K +460 New
EWA
3233
Evolution Wealth Advisors
Florida
$230K -$2.63K -5 -1%
CC
3234
Cypress Capital
Tennessee
$230K -$35.3K -67 -13%
AA
3235
Acorns Advisers
California
$229K +$33.7K +64 +16%
EWP
3236
Evergreen Wealth Partners
Montana
$228K -$27.9K -53 -10%
PFS
3237
Prospect Financial Services
New York
$228K -$9.48K -18 -4%
RFG
3238
REAP Financial Group
Texas
$228K – – –
MCP
3239
Mirador Capital Partners
California
$228K -$15.8K -30 -6%
GTWM
3240
Global Trust Wealth Management
Florida
$228K -$98.5K -187 -29%
SWMG
3241
Stillwater Wealth Management Group
Florida
$228K +$10.5K +20 +5%
PFM
3242
Patton Fund Management
Texas
$228K +$23.2K +44 +11%
AR
3243
Altar Rock
New York
$227K -$23.7K -45 -9%
SC
3244
Seldon Capital
California
$227K – – –
AAG
3245
Armstrong Advisory Group
Massachusetts
$226K -$1.58K -3 -0.7%
WWM
3246
Wiser Wealth Management
Georgia
$226K -$8.95K -17 -4%
MIC
3247
Meridian Investment Counsel
California
$226K – – –
KPWG
3248
KFA Private Wealth Group
Virginia
$225K +$527 +1 +0.2%
VFM
3249
Vision Financial Markets
Connecticut
$225K – – –
AWP
3250
Avid Wealth Partners
Texas
$225K +$24.2K +46 +11%
128 129
130
131 132