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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2701
Stonehearth Capital Management
Massachusetts
$252K +$233K +2,830 New
CWM
2702
C2C Wealth Management
Arizona
$251K – – –
RCA
2703
Ranch Capital Advisors
Florida
$251K – – –
COCM
2704
Charter Oak Capital Management
New Hampshire
$251K -$31.3K -380 -12%
CIA
2705
Caerus Investment Advisors
Texas
$250K +$231K +2,810 New
IWM
2706
IMG Wealth Management
Florida
$250K +$231K +2,810 New
ATI
2707
Act Two Investors
California
$250K +$230K +2,800 New
MC
2708
Matisse Capital
Oregon
$250K +$230K +2,800 New
PPC
2709
Pennington Partners & Co
Maryland
$249K +$230K +2,790 New
TA
2710
TFG Advisers
Michigan
$248K +$229K +2,780 New
HA
2711
Helium Advisors
Washington
$248K +$229K +2,780 New
CWM
2712
CCG Wealth Management
California
$247K -$9.05K -110 -4%
FC
2713
FCA Corp
Texas
$246K +$227K +2,760 New
MWM
2714
Momentous Wealth Management
Washington
$245K +$226K +2,750 New
TF
2715
Tudor Financial
Ohio
$245K +$226K +2,750 New
AIA
2716
Alternative Investment Advisors
Florida
$243K +$225K +2,730 New
GIP
2717
Granite Investment Partners
California
$243K +$225K +2,730 New
KA
2718
KDT Advisors
New York
$243K +$225K +2,730 New
HCM
2719
Hengehold Capital Management
Ohio
$243K -$25.5K -310 -10%
AW
2720
Avion Wealth
Texas
$243K +$3.29K +40 +1%
FWM
2721
Fairhaven Wealth Management
Illinois
$242K -$46.9K -570 -17%
CCM
2722
Colorado Capital Management
Colorado
$241K – – –
KCM
2723
Kanawha Capital Management
Virginia
$240K +$221K +2,690 New
SI
2724
Saxon Interests
Texas
$240K +$221K +2,690 New
SIG
2725
Sky Investment Group
Connecticut
$240K +$221K +2,690 New
107 108
109
110 111