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Name Holding Trade Value Shares
Change 		Change in
Stake
BTIM
5226
BancFirst Trust & Investment Management
Oklahoma
$881K -$100K -235 -10%
MIAS
5227
Mason Investment Advisory Services
Virginia
$880K -$31.5K -74 -3%
CFS
5228
CGC Financial Services
Oregon
$880K – – –
TC
5229
TAP Consulting
Missouri
$879K -$43K -101 -5%
MWA
5230
Martel Wealth Advisors
Washington
$876K -$46K -108 -5%
CWR
5231
Chico Wealth RIA
California
$876K -$106K -250 -11%
TWM
5232
TSA Wealth Management
Texas
$875K -$3.83K -9 -0.4%
COFSG
5233
Carbahal Olsen Financial Services Group
California
$873K +$883K +2,072 New
SFMG
5234
Sage Financial Management Group
Virginia
$873K – – –
ACM
5235
Ardent Capital Management
Ohio
$871K – – –
AWP
5236
Axis Wealth Partners
Rhode Island
$870K +$879K +2,064 New
GCM
5237
Galibier Capital Management
Ontario, Canada
$867K – – –
HF
5238
HRT Financial
New York
$867K -$533M -1,250,373 -100%
MAS
5239
MPWM Advisory Solutions
Georgia
$865K +$874K +2,053 New
BCM
5240
Basso Capital Management
Connecticut
$865K – – –
WAG
5241
Windsor Advisory Group
Ohio
$862K -$216K -507 -20%
HCRE
5242
Hoya Capital Real Estate
Connecticut
$862K – – –
CWM
5243
Collaborative Wealth Management
Florida
$858K +$852 +2 +0.1%
ACM
5244
Alamar Capital Management
California
$857K -$1.28K -3 -0.1%
EC
5245
Eaton-Cambridge
Arizona
$856K +$43.9K +103 +5%
KRW
5246
Kaufman Rossin Wealth
Florida
$855K +$864K +2,028 New
BFS
5247
Burrus Financial Services
Utah
$854K +$1.7K +4 +0.2%
DFA
5248
DHK Financial Advisors
New Hampshire
$853K +$426 +1 +0%
LIWM
5249
Long Island Wealth Management
New York
$851K +$4.26K +10 +0.5%
WAM
5250
Warberg Asset Management
Illinois
$843K +$852K +2,000 New
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210
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