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Name Holding Trade Value Shares
Change 		Change in
Stake
GCWM
4601
Graham Capital Wealth Management
District of Columbia
$966K +$11.4K +32 +1%
AFIA
4602
America First Investment Advisors
Nebraska
$966K -$21.4K -60 -2%
MAM
4603
MMA Asset Management
Pennsylvania
$964K -$31.7K -89 -3%
CIA
4604
Caerus Investment Advisors
Texas
$964K -$607K -1,705 -40%
SC
4605
Soundwatch Capital
Connecticut
$963K -$210K -591 -19%
DC
4606
Darrow Company
Massachusetts
$958K +$907K +2,548 New
CCM
4607
Carmel Capital Management
California
$957K – – –
WMWM
4608
Whitaker-Myers Wealth Managers
Ohio
$955K +$365K +1,025 +68%
HMS
4609
Hanseatic Management Services
New Mexico
$955K +$183K +515 +25%
RFO
4610
RiverGlades Family Offices
Florida
$955K – – –
IW
4611
Instrumental Wealth
Florida
$952K +$53.4K +150 +7%
BWP
4612
Bernardo Wealth Planning
Pennsylvania
$946K -$12.1K -34 -1%
MWP
4613
Meredith Wealth Planning
Illinois
$945K -$56.9K -160 -6%
MA
4614
Mosaic Advisors
Texas
$945K +$409K +1,148 +84%
OCG
4615
Opus Capital Group
Ohio
$945K -$19.9K -56 -2%
SWP
4616
ShoreHaven Wealth Partners
New Jersey
$942K -$22.8K -64 -2%
AG
4617
Artal Group
Luxembourg
$940K -$1.07M -3,000 -55%
OS
4618
Objectivity Squared
South Carolina
$939K +$889K +2,498 New
SFS
4619
Sharp Financial Services
Pennsylvania
$938K +$888K +2,495 New
BCM
4620
Basso Capital Management
Connecticut
$937K -$2.03M -5,694 -70%
WH
4621
Whitcomb & Hess
Ohio
$935K -$26.3K -74 -3%
MLRA
4622
Main Line Retirement Advisors
Montana
$934K +$884K +2,483 New
WCM
4623
Wealthcare Capital Management
Virginia
$933K +$10.7K +30 +1%
QCM
4624
Qsemble Capital Management
New York
$932K -$3.96M -11,121 -82%
OFG
4625
Omega Financial Group
California
$923K -$35.6K -100 -4%
183 184
185
186 187