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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2501
CCG Wealth Management
California
$204K +$193K +2,880 New
PSC
2502
Portman Square Capital
United Kingdom
$204K +$193K +2,880 New
TRIA
2503
Trail Ridge Investment Advisors
Colorado
$204K +$182K +2,720 New
CA
2504
CSM Advisors
Pennsylvania
$203K +$191K +2,860 New
GGI
2505
GPM Growth Investors
Michigan
$203K -$25.4K -380 -12%
MWM
2506
Mattern Wealth Management
Kansas
$202K +$191K +2,850 New
RA
2507
Riversedge Advisors
Delaware
$202K +$191K +2,850 New
MPW
2508
Monterey Private Wealth
California
$201K -$1.87M -28,000 -91%
WA
2509
WBH Advisory
Maryland
$201K +$190K +2,840 New
NFA
2510
Northwest Financial Advisors
Virginia
$201K +$189K +2,830 New
TWM
2511
Tanager Wealth Management
United Kingdom
$201K +$189K +2,830 New
RCA
2512
Ranch Capital Advisors
Florida
$200K -$14K -210 -7%
CCA
2513
Cottonwood Capital Advisors
Utah
$200K +$189K +2,820 New
MCA
2514
MSH Capital Advisors
Arizona
$200K +$189K +2,820 New
SFP
2515
Shepherd Financial Partners
Massachusetts
$200K +$189K +2,820 New
AIM
2516
Acropolis Investment Management
Missouri
$199K – – –
ITIM
2517
Indiana Trust & Investment Management
Indiana
$196K +$134K +2,000 +260%
CCM
2518
Colorado Capital Management
Colorado
$191K +$1.34K +20 +0.7%
BCWM
2519
Bartlett & Co Wealth Management
Ohio
$190K -$5.35K -80 -3%
OC
2520
Oarsman Capital
Wisconsin
$190K +$179K +2,680 New
AW
2521
Avion Wealth
Texas
$190K +$2.67K +40 +2%
HGERS
2522
Householder Group Estate & Retirement Specialist
Arizona
$185K -$136K -2,030 -44%
GKIM
2523
GW&K Investment Management
Massachusetts
$185K +$19.4K +290 +13%
ME
2524
McIlrath & Eck
Washington
$175K +$20.1K +300 +14%
TCG
2525
Transcendent Capital Group
Oklahoma
$173K – – –
99 100
101
102 103