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Name Holding Trade Value Shares
Change 		Change in
Stake
KA
4701
Kooman & Associates
Pennsylvania
$306K -$61.4K -92 -17%
FCMA
4702
Foresight Capital Management Advisors
Michigan
$306K -$6.01K -9 -2%
SFS
4703
Sunrise Financial Services
Washington
$306K +$310K +464 New
HCM
4704
Hudson Capital Management
New Jersey
$306K – – –
RLH
4705
RD Lewis Holdings
Florida
$305K -$6.68K -10 -2%
AWA
4706
Aquire Wealth Advisors
Utah
$305K -$20K -30 -6%
MFFIA
4707
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$305K – – –
RFP
4708
Roth Financial Partners
Texas
$305K – – –
FWA
4709
FOCUS Wealth Advisors
Texas
$303K – – –
CB
4710
Chris Bulman
California
$302K +$96.2K +144 +46%
E
4711
Evansbrook
Illinois
$302K +$306K +458 New
CWA
4712
Continuum Wealth Advisors
New York
$302K – – –
PC
4713
Port Capital
Illinois
$302K +$14K +21 +5%
BBWP
4714
Beacon Bridge Wealth Partners
Pennsylvania
$302K +$60.1K +90 +25%
OCM
4715
Orion Capital Management
California
$302K +$297K +445 +3,708%
OPF
4716
Old Peak Finance
North Carolina
$301K +$305K +456 New
CIC
4717
Cutler Investment Counsel
Oregon
$301K +$2K +3 +0.7%
TIA
4718
Tiemann Investment Advisors
California
$300K – – –
VWA
4719
Valued Wealth Advisors
Utah
$299K – – –
BA
4720
Bard Associates
Illinois
$299K +$302K +453 New
KWA
4721
Kellett Wealth Advisors
Ohio
$298K +$10K +15 +3%
PCM
4722
Polymer Capital Management
New York
$298K -$5.03M -7,539 -94%
HWM
4723
HRC Wealth Management
Idaho
$298K +$34.1K +51 +13%
IP
4724
Investment Partners
Ohio
$298K – – –
ITC
4725
Inspire Trust Company
Nevada
$298K +$12.7K +19 +4%
187 188
189
190 191