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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
6076
Carter Financial
California
$236K – – –
BWA
6077
BCU Wealth Advisors
Illinois
$236K -$31.6K -78 -11%
IFA
6078
Interactive Financial Advisors
Illinois
$235K -$17.8K -44 -7%
RC
6079
Rareview Capital
Nevada
$234K – – –
SWCM
6080
Sullivan Wood Capital Management
District of Columbia
$234K -$54.6K -135 -18%
SG
6081
Sherry Group
Arkansas
$233K +$255K +631 New
AFP
6082
Arnold Financial Planning
Iowa
$231K +$251K +620 New
DB
6083
Dravo Bay
Delaware
$231K -$23.9K -59 -9%
SFO
6084
Standard Family Office
South Dakota
$230K – – –
LAA
6085
Liberty Atlantic Advisors
Texas
$230K +$18.6K +46 +8%
CWM
6086
Capstone Wealth Management
Montana
$229K +$240K +593 New
EFT
6087
Envision Financial Transparency
North Carolina
$228K -$143K -354 -41%
GWM
6088
Greenhouse Wealth Management
Connecticut
$227K -$1.26M -3,103 -84%
RBC
6089
Rye Brook Capital
Connecticut
$226K +$2.02K +5 +0.8%
CGA
6090
Compound Global Advisors
Washington
$224K +$40.5K +100 +20%
CCM
6091
Causeway Capital Management
California
$224K -$69.6K -172 -22%
SMCM
6092
Sky-Mountain Capital Management
Idaho
$222K – – –
AFO
6093
Aurelius Family Office
New Hampshire
$222K – – –
FC
6094
Farringdon Capital
United Kingdom
$221K +$240K +593 New
MAS
6095
Madden Advisory Services
Florida
$220K +$238K +589 New
WCM
6096
Westend Capital Management
California
$219K -$43.3K -107 -15%
ACM
6097
Altrius Capital Management
North Carolina
$219K -$36.8K -91 -13%
CMP
6098
Courage Miller Partners
Virginia
$218K +$405 +1 +0.2%
AIM
6099
Archer Investment Management
Texas
$218K – – –
UI
6100
Unconventional Investor
New Hampshire
$218K +$236K +584 New
242 243
244
245 246