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Name Holding Trade Value Shares
Change 		Change in
Stake
RP
3751
Riverwater Partners
Wisconsin
$745K +$76K +123 +14%
BAM
3752
Broyhill Asset Management
North Carolina
$744K -$40.2K -65 -6%
BI
3753
Bolthouse Investments
California
$743K – – –
GCP
3754
Gill Capital Partners
Colorado
$741K +$2.47K +4 +0.4%
RCA
3755
Runnymede Capital Advisors
Ohio
$741K -$13K -21 -2%
RA
3756
Ransom Advisory
Rhode Island
$741K – – –
DF
3757
DecisionPoint Financial
Arizona
$739K +$32.8K +53 +5%
IA
3758
Inspire Advisors
Idaho
$738K +$45.1K +73 +8%
PI
3759
Parkside Investments
Illinois
$738K -$618K -1,000 -50%
AGDI
3760
Absolute Gestao de Investimentos
Brazil
$738K -$316K -512 -34%
GC
3761
Gruss & Co
Florida
$738K -$309K -500 -33%
BCFD
3762
Boit C.F. David
$738K – – –
MWM
3763
Momentous Wealth Management
Washington
$737K -$76.6K -124 -11%
VPP
3764
Vertex Planning Partners
Illinois
$737K -$20.4K -33 -3%
MAM
3765
MMA Asset Management
Pennsylvania
$737K +$224K +363 +57%
AWP
3766
Astra Wealth Partners
New Jersey
$737K +$45.7K +74 +8%
PPW
3767
Pasadena Private Wealth
California
$736K +$55K +89 +10%
EFMC
3768
Empire Financial Management Company
New York
$735K -$618 -1 -0.1%
MG
3769
McHugh Group
Ohio
$734K – – –
AWMNY
3770
Arcadia Wealth Management (New York)
New York
$734K – – –
VFIC
3771
Valley Forge Investment Consultants
Pennsylvania
$733K +$309K +500 +101%
TAM
3772
Trillium Asset Management
Massachusetts
$732K +$26.6K +43 +5%
SCP
3773
Stevens Capital Partners
Nebraska
$732K +$295K +478 +102%
IIM
3774
Ipswich Investment Management
Massachusetts
$731K – – –
SWM
3775
Salvus Wealth Management
New Jersey
$731K -$95.8K -155 -14%
149 150
151
152 153