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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2901
Marquette Asset Management
Minnesota
$355K – – –
SC
2902
Sonen Capital
California
$354K – – –
ORAM
2903
One River Asset Management
Connecticut
$354K +$267K +886 +319%
EC
2904
EdgeRock Capital
Colorado
$354K +$52.1K +173 +17%
HWA
2905
HHM Wealth Advisors
Tennessee
$354K +$88.6K +294 +33%
FC
2906
FCA Corp
Texas
$352K -$20.2K -67 -5%
RRA
2907
Round Rock Advisors
Connecticut
$350K +$93.1K +309 +36%
TAM
2908
Trillium Asset Management
Massachusetts
$349K +$351K +1,164 New
TFGT
2909
TS Financial Group (TSFG)
Illinois
$348K – – –
SRWM
2910
Shira Ridge Wealth Management
California
$348K +$904 +3 +0.3%
CSWG
2911
Cardinal Strategic Wealth Guidance
Kentucky
$348K +$72.3K +240 +26%
GCM
2912
Gallacher Capital Management
Colorado
$347K -$173K -574 -33%
GG
2913
GenWealth Group
New Jersey
$345K – – –
WC
2914
Winmill & Co
New Hampshire
$345K – – –
EA
2915
Ellsworth Advisors
Ohio
$344K -$19K -63 -5%
SF
2916
Symphony Financial
Texas
$344K +$81.7K +271 +32%
BFAG
2917
Blackston Financial Advisory Group
Florida
$343K +$67.5K +224 +24%
TFA
2918
Trinity Financial Advisors
Ohio
$343K -$52.4K -174 -13%
SIA
2919
SeaBridge Investment Advisors
New Jersey
$343K +$344K +1,141 New
IF
2920
Integrity Financial
Wyoming
$342K – – –
TWA
2921
Talisman Wealth Advisors
New Jersey
$342K +$14.5K +48 +4%
AP
2922
Atwood & Palmer
Missouri
$341K -$7.53K -25 -2%
NWM
2923
Northwest Wealth Management
Iowa
$340K -$301 -1 -0.1%
GFG
2924
Greystone Financial Group
Michigan
$339K – – –
WWMSC
2925
Wagner Wealth Management (South Carolina)
South Carolina
$339K +$74.4K +247 +28%
115 116
117
118 119