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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
3151
Regis Acquisition
Colorado
$597K -$11.2M -25,005 -95%
CHA
3152
Cooper/Haims Advisors
New York
$595K -$34.3K -77 -6%
RWG
3153
Ratio Wealth Group
Colorado
$595K -$74K -166 -12%
VC
3154
Veery Capital
Delaware
$593K -$37.5K -84 -6%
PWM
3155
Palumbo Wealth Management
New York
$593K +$4.46K +10 +0.8%
CAM
3156
Crestone Asset Management
Colorado
$592K +$61.6K +138 +13%
HWA
3157
HHM Wealth Advisors
Tennessee
$591K +$19.6K +44 +4%
MTWM
3158
Masso Torrence Wealth Management
New Jersey
$590K -$6.69K -15 -1%
SFCL
3159
Strengthening Families & Communities LLC
Massachusetts
$589K -$33K -74 -6%
AG
3160
Advocate Group
Minnesota
$589K – – –
AWMG
3161
Alliance Wealth Management Group
New Jersey
$588K – – –
LCM
3162
Liberty Capital Management
Michigan
$588K +$87K +195 +19%
LCC
3163
Lincoln Capital Corp
Rhode Island
$585K +$46.8K +105 +10%
TIM
3164
Tortoise Investment Management
New York
$583K +$44.2K +99 +9%
PPW
3165
Presilium Private Wealth
Pennsylvania
$583K +$147K +329 +38%
RFG
3166
RFP Financial Group
Georgia
$583K +$40.1K +90 +8%
EFI
3167
EHP Funds Inc
Canada
$583K -$268K -600 -33%
MWA
3168
Moser Wealth Advisors
Washington
$582K -$33.5K -75 -6%
GFG
3169
Goldstone Financial Group
Illinois
$581K +$31.2K +70 +6%
ODFS
3170
O'Donnell Financial Services
California
$581K +$534K +1,196 New
IPW
3171
Impact Partnership Wealth
Georgia
$579K -$64.7K -145 -11%
CC
3172
Constitution Capital
Connecticut
$578K +$531K +1,190 New
TCBWMS
3173
Texas Capital Bank Wealth Management Services
Texas
$577K -$457K -1,024 -46%
BDA
3174
Borer Denton & Associates
Pennsylvania
$577K – – –
PAM
3175
Peak Asset Management
Colorado
$576K -$22.8K -51 -4%
125 126
127
128 129