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Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1701
Core Alternative Capital
Georgia
$211K – – –
USWIA
1702
UP Strategic Wealth Investment Advisors
Pennsylvania
$211K +$17.5K +238 +8%
CCG
1703
Coastwise Capital Group
California
$211K +$810 +11 +0.3%
RWA
1704
Rooted Wealth Advisors
Illinois
$210K +$53.8K +731 +25%
SFG
1705
Snider Financial Group
Washington
$210K +$957 +13 +0.4%
MSK
1706
Melissa S. Kampmann
$210K -$146K -1,985 -38%
BMO
1707
Beck Mack & Oliver
New York
$210K +$14.7K +200 +6%
MSFS
1708
Main Street Financial Solutions
Pennsylvania
$210K -$9.28K -126 -4%
FFG
1709
Frisch Financial Group
New York
$209K +$16.7K +227 +7%
DC
1710
DeDora Capital
California
$209K -$1.18K -16 -0.5%
BAM
1711
Bellevue Asset Management
Washington
$208K -$4.93K -67 -2%
DWAM
1712
Duncan Williams Asset Management
Tennessee
$207K +$74 +1 +0%
IAA
1713
Ironsides Asset Advisors
North Carolina
$207K +$240K +3,265 New
DS
1714
DRW Securities
Illinois
$206K +$35.4K +481 +17%
AWM
1715
Aries Wealth Management
Maine
$206K +$239K +3,244 New
DFA
1716
Davies Financial Advisors
California
$206K +$221 +3 +0.1%
SMA
1717
Sage Mountain Advisors
Georgia
$206K -$149K -2,021 -38%
HR
1718
Hardy Reed
Mississippi
$206K -$3.02K -41 -1%
OP
1719
ORG Partners
Indiana
$205K -$28.5K -387 -11%
SFP
1720
Shepherd Financial Partners
Massachusetts
$204K -$44.2K -601 -16%
FFA
1721
Fragasso Financial Advisors
Pennsylvania
$204K -$6.04K -82 -2%
DWM
1722
Destination Wealth Management
California
$203K +$236K +3,204 New
MTIM
1723
Marathon Trading Investment Management
Pennsylvania
$203K -$1.2M -16,273 -84%
NAMP
1724
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$203K – – –
WFI
1725
West Family Investments
California
$203K +$235K +3,199 New
67 68
69
70 71