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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
5176
Garland Capital Management
Washington
$254K +$240K +568 New
MS
5177
Maven Securities
Jersey
$253K -$717K -1,698 -75%
GA
5178
Greytown Advisors
Florida
$252K -$41K -97 -15%
TF
5179
Theory Financial
Colorado
$251K -$9.71K -23 -4%
RIA
5180
Retirement Investment Advisors
Oklahoma
$251K +$237K +562 New
MFS
5181
McNamara Financial Services
Massachusetts
$250K – – –
KSWA
5182
Kathleen S. Wright Associates
Pennsylvania
$249K -$38K -90 -14%
WPWM
5183
Windward Private Wealth Management
Kansas
$247K – – –
TCM
5184
Tuttle Capital Management
Connecticut
$245K +$250K +591 New
WCWM
5185
Wooster Corthell Wealth Management
Connecticut
$245K -$55.3K -131 -19%
IPA
5186
Investment Planning Advisors
Georgia
$242K +$229K +542 New
CAM
5187
Cobblestone Asset Management
Virginia
$241K – – –
WRM
5188
Weybosset Research & Management
Rhode Island
$241K -$2.11K -5 -0.9%
BWA
5189
BCU Wealth Advisors
Illinois
$238K – – –
AFFA
5190
ALM First Financial Advisors
Texas
$237K – – –
UI
5191
Unconventional Investor
New Hampshire
$236K -$15.6K -37 -7%
OAP
5192
One Advisory Partners
Kansas
$236K – – –
SFG
5193
Sage Financial Group
Pennsylvania
$236K -$21.1K -50 -9%
SW
5194
Schulz Wealth
Texas
$236K -$8.45K -20 -4%
RA
5195
Regis Acquisition
Colorado
$235K – – –
GIM
5196
Greylin Investment Management
Virginia
$235K -$21.1K -50 -9%
BWA
5197
Brave Warrior Advisors
New York
$235K – – –
SC
5198
Sinecera Capital
Texas
$233K +$422 +1 +0.2%
DWS
5199
Discipline Wealth Solutions
South Carolina
$233K +$220K +521 New
EG
5200
Ellerson Group
Maryland
$233K -$46.5K -110 -17%
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