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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2726
SSI Investment Management
California
$270K – – –
MWM
2727
Momentous Wealth Management
Washington
$270K +$13.3K +140 +5%
SRSA
2728
S.R. Schill & Associates
Washington
$270K +$275K +2,890 New
CCM
2729
Colorado Capital Management
Colorado
$269K +$17.1K +180 +7%
RI
2730
Rinkey Investments
California
$268K -$7.61K -80 -3%
TCM
2731
TABR Capital Management
California
$266K -$34.2K -360 -11%
MWM
2732
Mattern Wealth Management
Kansas
$266K – – –
ICM
2733
Innovator Capital Management
Illinois
$266K +$30.4K +320 +13%
WF
2734
Whelan Financial
California
$265K +$17.1K +180 +7%
XF
2735
XML Financial
Maryland
$264K -$44.7K -470 -14%
NFA
2736
Northwest Financial Advisors
Virginia
$264K – – –
PCM
2737
Payne Capital Management
New York
$264K – – –
SCM
2738
Stonehearth Capital Management
Massachusetts
$264K – – –
CFP
2739
Curran Financial Partners
South Carolina
$264K +$14.3K +150 +6%
DIP
2740
Davis Investment Partners
North Carolina
$264K +$269K +2,830 New
TNAM
2741
Terra Nova Asset Management
New York
$263K +$268K +2,820 New
PMG
2742
ProVise Management Group
Florida
$263K -$10.5K -110 -4%
MCA
2743
MSH Capital Advisors
Arizona
$263K -$2.85K -30 -1%
CWM
2744
C2C Wealth Management
Arizona
$263K – – –
CA
2745
Capital Advantage
California
$263K – – –
MA
2746
MKT Advisors
California
$262K -$9.51K -100 -3%
AIM
2747
Aigen Investment Management
New York
$262K -$4.06M -42,740 -94%
MAG
2748
Mayfair Advisory Group
Alabama
$262K -$31.4K -330 -11%
EA
2749
Echo45 Advisors
California
$262K -$22.8K -240 -8%
CIA
2750
Caerus Investment Advisors
Texas
$262K – – –
108 109
110
111 112