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Name Holding Trade Value Shares
Change 		Change in
Stake
CWWM
1851
Clear Wave Wealth Management
New Jersey
$201K +$227K +1,927 New
TAWM
1852
Three Arch Wealth Management
California
$201K – – –
NA
1853
Nautilus Advisors
California
$201K +$30.4K +258 +15%
RWM
1854
RKL Wealth Management
Pennsylvania
$201K -$8.23K -70 -4%
AAMG
1855
AMG Asset Management Group
Georgia
$200K +$226K +1,917 New
AWM
1856
Ariadne Wealth Management
California
$200K +$225K +1,913 New
NP
1857
NorthRock Partners
Minnesota
$196K +$60.7K +516 +38%
DFA
1858
DHJJ Financial Advisors
Illinois
$194K – – –
TFA
1859
Toth Financial Advisory
Virginia
$193K +$93.6K +796 +76%
OCM
1860
Orion Capital Management
California
$191K +$3.53K +30 +2%
AGA
1861
Arkos Global Advisors
Texas
$190K +$214K +1,816 New
MB
1862
MidFirst Bank
Oklahoma
$190K -$121K -1,030 -36%
FC
1863
Financial Consulate
Maryland
$189K -$161K -1,371 -43%
CT
1864
Caldwell Trust
Florida
$187K -$143K -1,216 -40%
SWA
1865
SFMG Wealth Advisors
Texas
$187K +$210K +1,785 New
AIC
1866
Archer Investment Corporation
Indiana
$186K +$174K +1,475 +492%
ORAM
1867
One River Asset Management
Connecticut
$184K -$2.49M -21,187 -92%
AW
1868
Ankerstar Wealth
Texas
$183K -$110K -935 -35%
WA
1869
Westfuller Advisors
New York
$183K -$93.4K -794 -31%
AIM
1870
Anchor Investment Management
South Carolina
$178K -$666K -5,657 -77%
SOW
1871
State of Wyoming
Wyoming
$176K +$155K +1,317 +355%
BCM
1872
Boreal Capital Management
Florida
$174K +$5.88K +50 +3%
JSAM
1873
J. Safra Asset Management
New York
$172K +$2.35K +20 +1%
KB
1874
Kimelman & Baird
New York
$172K +$193K +1,640 +32,800%
PAM
1875
Paradigm Asset Management
New York
$157K – – –
73 74
75
76 77