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Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
3126
Stone House Investment Management
Pennsylvania
$456K -$175K -234 -37%
AWAG
3127
ARS Wealth Advisors Group
Florida
$456K +$296K +395 New
CLIP
3128
Colter Lewis Investment Partners
Connecticut
$456K +$296K +395 New
SW
3129
Solidarity Wealth
Utah
$456K +$296K +395 New
AHC
3130
Anderson Hoagland & Co
Missouri
$455K +$295K +394 New
WTA
3131
Washington Trust Advisors
Massachusetts
$454K +$191K +255 +185%
JGC
3132
J. Goldman & Co
New York
$454K -$8.89M -11,858 -97%
MW
3133
Marrick Wealth
California
$454K +$295K +393 New
SA
3134
Strategic Advisors
New York
$452K +$294K +392 New
SWM
3135
Stockman Wealth Management
Montana
$451K +$293K +391 New
POIA
3136
Pin Oak Investment Advisors
Texas
$451K +$112K +149 +62%
CPC
3137
Cadia Private Client
New Jersey
$451K +$292K +390 New
BFA
3138
Bill Few Associates
Pennsylvania
$450K -$191K -255 -40%
FSA
3139
Financial Services Advisory
Maryland
$450K -$426K -568 -59%
IIC
3140
Integrated Investment Consultants
Michigan
$450K -$235K -313 -45%
MCA
3141
Midwest Capital Advisors
Michigan
$449K – – –
PSP
3142
Pacific Sage Partners
Washington
$449K +$292K +389 New
CPP
3143
Capasso Planning Partners
South Carolina
$449K +$292K +389 New
OC
3144
OceanIQ Capital
California
$447K +$386K +515 New
KWA
3145
Kondo Wealth Advisors
California
$447K +$290K +387 New
FCMA
3146
Foresight Capital Management Advisors
Michigan
$446K +$289K +386 New
TWP
3147
Tenet Wealth Partners
Illinois
$445K +$370K +494 New
NFG
3148
Northbridge Financial Group
Florida
$444K -$69K -92 -19%
CSC
3149
Caldwell Sutter Capital
California
$441K -$3.75K -5 -1%
MF
3150
Magnetar Financial
Illinois
$441K +$286K +382 New
124 125
126
127 128