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Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
1326
Twin Focus Capital Partners
Massachusetts
$259K +$244K +10,990 New
AWAG
1327
ARS Wealth Advisors Group
Florida
$259K +$244K +11,000 New
RWP
1328
Revolve Wealth Partners
New Jersey
$259K +$245K +11,010 New
SFS
1329
Stiles Financial Services
Minnesota
$258K -$11.3K -510 -4%
CCM
1330
Consolidated Capital Management
California
$258K +$243K +10,960 New
DWM
1331
Dorchester Wealth Management
Quebec, Canada
$257K +$242K +10,910 New
ML
1332
McAdam LLC
Pennsylvania
$257K +$242K +10,910 New
CAGAS
1333
Capital Advisory Group Advisory Services
Minnesota
$257K +$243K +10,930 New
LWA
1334
Lineweaver Wealth Advisors
Ohio
$253K -$151K -6,800 -39%
OIA
1335
Optimum Investment Advisors
Illinois
$253K – – –
OL
1336
Optas LLC
Texas
$253K +$241K +10,850 New
PCOC
1337
Power Corp of Canada
Canada
$252K +$238K +10,700 New
AP
1338
Americana Partners
Texas
$252K +$251K +11,300 New
DA
1339
Doliver Advisors
Texas
$251K -$73.3K -3,300 -24%
SWA
1340
Sutton Wealth Advisors
Florida
$250K +$28.9K +1,300 +14%
PP
1341
PDS Planning
Ohio
$249K +$235K +10,580 New
CL
1342
CPWM LLC
Washington
$248K -$262K -11,790 -53%
SMA
1343
Sage Mountain Advisors
Georgia
$248K -$109K -4,890 -32%
MYIA
1344
Mount Yale Investment Advisors
Colorado
$248K +$234K +10,540 New
TWM
1345
Trevian Wealth Management
Massachusetts
$248K +$234K +10,550 New
SOAMC
1346
Spirit of America Management Corp
New York
$247K – – –
AMR
1347
Asset Management Resources
Massachusetts
$247K +$233K +10,480 New
PP
1348
Patron Partners
Texas
$247K +$233K +10,490 New
EFSCE
1349
Enterprise Financial Services Corp (EFSC)
Missouri
$247K +$233K +10,500 New
SAM
1350
SignalPoint Asset Management
Missouri
$247K +$234K +10,520 New
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