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Name Holding Trade Value Shares
Change 		Change in
Stake
TCMP
3501
Thrive Capital Management (Pennsylvania)
Pennsylvania
$948K +$280K +1,205 +43%
CC
3502
Criteria Caixa
Spain
$943K – – –
SM
3503
Southport Management
Wyoming
$943K +$928K +4,000 New
HWM
3504
Howard Wealth Management
Connecticut
$943K -$14.8K -64 -2%
WCM
3505
Windham Capital Management
Massachusetts
$943K – – –
GPCM
3506
Granite Point Capital Management
Massachusetts
$943K +$928K +4,000 New
HFP
3507
Holistic Financial Partners
Indiana
$941K -$52K -224 -5%
BCA
3508
Biltmore Capital Advisors
New Jersey
$941K +$208K +898 +29%
CWM
3509
Cahaba Wealth Management
Georgia
$940K -$111K -480 -11%
HIS
3510
Harvest Investment Services
Illinois
$938K +$61.7K +266 +7%
AM
3511
Ampfield Management
New York
$938K +$923K +3,978 New
SPAS
3512
Spectrum Planning & Advisory Services
California
$937K +$232 +1 +0%
CS
3513
Capital Square
Tennessee
$928K +$46.6K +201 +6%
GWM
3514
Greenhouse Wealth Management
Connecticut
$925K +$1.86K +8 +0.2%
SFM
3515
Systematic Financial Management
New Jersey
$924K – – –
MAM
3516
Marotta Asset Management
Virginia
$921K +$24.4K +105 +3%
NCG
3517
Newport Capital Group
New Jersey
$920K – – –
PWM
3518
Paulson Wealth Management
Illinois
$915K +$1.62K +7 +0.2%
CFAM
3519
Center For Asset Management
Florida
$914K +$18.3K +79 +2%
SPI
3520
Santori & Peters Inc
Pennsylvania
$913K +$464 +2 +0.1%
CCA
3521
Conestoga Capital Advisors
Pennsylvania
$910K -$181K -780 -17%
RWRC
3522
R.W. Roge & Company
New York
$907K +$2.32K +10 +0.3%
CWA
3523
Clarus Wealth Advisors
Arizona
$906K -$179K -772 -18%
EFG
3524
Everhart Financial Group
Ohio
$904K -$133K -574 -13%
NWM
3525
Northwest Wealth Management
Iowa
$902K +$2.32K +10 +0.3%
139 140
141
142 143