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Name Holding Trade Value Shares
Change 		Change in
Stake
RC
3476
Rovin Capital
Arizona
$772K +$156K +266 +25%
PC
3477
Promus Capital
Illinois
$772K +$774K +1,318 New
BWM
3478
BCGM Wealth Management
Indiana
$768K – – –
HNWA
3479
Henrickson Nauta Wealth Advisors
Michigan
$768K +$18.2K +31 +2%
PFG
3480
Prospect Financial Group
Virginia
$768K +$770K +1,311 New
NLP
3481
Next Level Private
New York
$765K +$587 +1 +0.1%
CHA
3482
Cooper/Haims Advisors
New York
$764K +$1.76K +3 +0.2%
TIM
3483
Tortoise Investment Management
New York
$763K +$9.98K +17 +1%
BHIA
3484
Birch Hill Investment Advisors
Massachusetts
$763K +$119K +202 +18%
QCIG
3485
Quad-Cities Investment Group
Iowa
$762K -$8.22K -14 -1%
PCM
3486
PAR Capital Management
Massachusetts
$761K +$540K +920 +242%
AWA
3487
Acorn Wealth Advisors
Michigan
$760K +$25.8K +44 +4%
SF
3488
Safeguard Financial
Wisconsin
$759K +$366K +623 +93%
NCM
3489
Northside Capital Management
Oregon
$758K -$238M -405,083 -100%
MWM
3490
Maripau Wealth Management
Indiana
$757K +$759K +1,293 New
CG
3491
Cynosure Group
Utah
$756K -$595K -1,013 -44%
RW
3492
RVW Wealth
California
$756K +$98.6K +168 +15%
CST
3493
Charles Schwab Trust
Nevada
$755K +$108K +184 +17%
BA
3494
BIP Alliance
Georgia
$754K +$756K +1,288 New
CCIA
3495
Cherry Creek Investment Advisors
Colorado
$754K -$29.9K -51 -4%
SDWMA
3496
Schneider Downs Wealth Management Advisors
Pennsylvania
$752K – – –
3F
3497
360 Financial
Minnesota
$751K – – –
TFM
3498
TFC Financial Management
Massachusetts
$750K +$7.63K +13 +1%
BMM
3499
Berkshire Money Management
Massachusetts
$750K +$752K +1,281 New
TFA
3500
Tobias Financial Advisors
Florida
$750K +$75.7K +129 +11%
138 139
140
141 142