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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2776
Colorado Capital Management
Colorado
$434K +$15.5K +43 +3%
JAG
2777
Journey Advisory Group
Kentucky
$434K +$51.5K +143 +13%
AO
2778
Advisor OS
Illinois
$433K -$14.4K -40 -3%
NICM
2779
Neo Ivy Capital Management
New York
$432K +$685K +1,903 New
MFS
2780
Madrona Financial Services
Washington
$428K -$1.44K -4 -0.3%
RCA
2781
Ranch Capital Advisors
Florida
$428K +$454K +1,260 New
WAOI
2782
Wealth Advisors of Iowa
Iowa
$426K -$54K -150 -11%
GCIA
2783
Gabelli & Co Investment Advisers
New York
$426K +$23.4K +65 +5%
AWMG
2784
Alliance Wealth Management Group
New Jersey
$425K -$720 -2 -0.2%
VCM
2785
Vigilant Capital Management
Maine
$425K +$16.2K +45 +4%
VCP
2786
Vista Capital Partners
Oregon
$424K +$122K +338 +37%
TI
2787
tru Independence
Oregon
$424K +$450K +1,249 New
DAM
2788
Derbend Asset Management
Georgia
$423K -$360K -1,000 -45%
BWA
2789
Brave Warrior Advisors
New York
$423K – – –
WW
2790
Waterfront Wealth
Kansas
$422K – – –
DP
2791
DDD Partners
Washington
$422K +$360 +1 +0.1%
LF
2792
LifeSteps Financial
California
$422K +$7.92K +22 +2%
MWP
2793
Madison Wealth Partners
Wisconsin
$421K – – –
MCM
2794
MV Capital Management
Maryland
$421K +$91.5K +254 +26%
TFGT
2795
TS Financial Group (TSFG)
Illinois
$420K – – –
TCM
2796
Triumph Capital Management
Colorado
$415K -$98K -272 -18%
EL
2797
EMFO LLC
Florida
$415K – – –
POIA
2798
Pin Oak Investment Advisors
Texas
$415K – – –
PIMG
2799
Patriot Investment Management Group
Tennessee
$414K +$86.1K +239 +24%
WA
2800
Wealthstar Advisors
Texas
$414K +$146K +405 +50%
110 111
112
113 114