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Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
2701
Ranch Capital Advisors
Florida
$251K – – –
COCM
2702
Charter Oak Capital Management
New Hampshire
$251K -$31.3K -380 -12%
CIA
2703
Caerus Investment Advisors
Texas
$250K +$231K +2,810 New
IWM
2704
IMG Wealth Management
Florida
$250K +$231K +2,810 New
ATI
2705
Act Two Investors
California
$250K +$230K +2,800 New
MC
2706
Matisse Capital
Oregon
$250K +$230K +2,800 New
PPC
2707
Pennington Partners & Co
Maryland
$249K +$230K +2,790 New
TA
2708
TFG Advisers
Michigan
$248K +$229K +2,780 New
HA
2709
Helium Advisors
Washington
$248K +$229K +2,780 New
CWM
2710
CCG Wealth Management
California
$247K -$9.05K -110 -4%
FC
2711
FCA Corp
Texas
$246K +$227K +2,760 New
MWM
2712
Momentous Wealth Management
Washington
$245K +$226K +2,750 New
TF
2713
Tudor Financial
Ohio
$245K +$226K +2,750 New
AIA
2714
Alternative Investment Advisors
Florida
$243K +$225K +2,730 New
GIP
2715
Granite Investment Partners
California
$243K +$225K +2,730 New
KA
2716
KDT Advisors
New York
$243K +$225K +2,730 New
HCM
2717
Hengehold Capital Management
Ohio
$243K -$25.5K -310 -10%
AW
2718
Avion Wealth
Texas
$243K +$3.29K +40 +1%
FWM
2719
Fairhaven Wealth Management
Illinois
$242K -$46.9K -570 -17%
CCM
2720
Colorado Capital Management
Colorado
$241K – – –
KCM
2721
Kanawha Capital Management
Virginia
$240K +$221K +2,690 New
SI
2722
Saxon Interests
Texas
$240K +$221K +2,690 New
SIG
2723
Sky Investment Group
Connecticut
$240K +$221K +2,690 New
CWM
2724
Concentrum Wealth Management
California
$239K +$221K +2,680 New
CFP
2725
Curran Financial Partners
South Carolina
$239K +$221K +2,680 New
107 108
109
110 111