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Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
4376
TCP Asset Management
Ohio
$375K +$40.2K +54 +12%
CGFA
4377
Colton Groome Financial Advisors
North Carolina
$373K +$39.4K +53 +12%
CCA
4378
Cadent Capital Advisors
Oklahoma
$373K +$74.4K +100 +25%
EE
4379
EWG Elevate
California
$372K -$2.23K -3 -0.6%
WFMPM
4380
Woodley Farra Manion Portfolio Management
Indiana
$371K – – –
GC
4381
GatePass Capital
Ohio
$371K +$55.1K +74 +17%
RA
4382
Resolute Advisors
California
$370K -$165K -222 -31%
AT
4383
Avalon Trust
New Mexico
$370K +$33.5K +45 +10%
TWM
4384
Tumwater Wealth Management
Idaho
$370K +$7.44K +10 +2%
JWM
4385
JDH Wealth Management
California
$369K – – –
KIC
4386
Keating Investment Counselors
Florida
$369K – – –
KFG
4387
Kelly Financial Group
Connecticut
$368K +$52.1K +70 +16%
SPI
4388
Strategic Planning Inc
Ohio
$368K +$96K +129 +35%
SFG
4389
Sunburst Financial Group
Alabama
$368K -$5.21K -7 -1%
DWM
4390
Dopkins Wealth Management
New York
$368K – – –
PAM
4391
Paradigm Asset Management
New York
$368K – – –
QOP
4392
Quinn Opportunity Partners
Virginia
$367K -$2.98M -4,000 -89%
FG
4393
Formula Growth
Quebec, Canada
$367K – – –
LCM
4394
Lunt Capital Management
Utah
$367K – – –
VRM
4395
Vectors Research Management
New York
$367K +$372K +500 New
TF
4396
Tenon Financial
New Jersey
$367K – – –
JCM
4397
Janney Capital Management
Pennsylvania
$367K – – –
DF
4398
DecisionPoint Financial
Arizona
$367K -$384K -516 -50%
MCM
4399
MidAtlantic Capital Management
Virginia
$364K -$220K -296 -37%
B
4400
BetterWealth
California
$364K +$368K +495 New
174 175
176
177 178