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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2901
Aspire Capital Advisors
Washington
$518K +$64.7K +1,950 +19%
HHAA
2902
Henry H. Armstrong Associates
Pennsylvania
$518K -$133K -4,000 -25%
SWM
2903
Shakespeare Wealth Management
Wisconsin
$518K +$118K +3,540 +41%
SFS
2904
Strategic Financial Services
New York
$517K -$16.6K -500 -4%
DWP
2905
Destiny Wealth Partners
Florida
$516K +$6.31K +190 +2%
HP
2906
Hyperion Partners
Pennsylvania
$516K +$73K +2,200 +22%
KWM
2907
KFG Wealth Management
Indiana
$512K -$320K -9,640 -44%
SFI
2908
SPC Financial Inc
Maryland
$512K -$27.6K -830 -6%
BIA
2909
Bell Investment Advisors
California
$511K -$1.66K -50 -0.4%
FZCM
2910
Flynn Zito Capital Management
New York
$510K -$4.65K -140 -1%
SC
2911
Shearwater Capital
Colorado
$508K – – –
RA
2912
Rational Advisors
New York
$508K -$1.95M -58,710 -83%
PAM
2913
Pinpoint Asset Management
Hong Kong
$508K -$199K -6,000 -33%
BCFD
2914
Boit C.F. David
$508K – – –
PS
2915
Planned Solutions
California
$508K – – –
OMC
2916
Oasis Management Company
Cayman Islands
$508K +$398K +12,000 New
AWS
2917
Arkfeld Wealth Strategies
Nebraska
$506K +$20.6K +620 +6%
CAC
2918
Core Alternative Capital
Georgia
$506K -$11K -330 -3%
ETIA
2919
Epic Trust Investment Advisors
Washington
$505K -$530K -15,970 -57%
FAG
2920
Financial Advisory Group
Texas
$505K – – –
EE
2921
EWG Elevate
California
$505K -$14.6K -440 -4%
RLWM
2922
RF&L Wealth Management
Massachusetts
$504K – – –
PHIC
2923
Pine Haven Investment Counsel
Massachusetts
$503K +$16.6K +500 +4%
YWS
2924
Yarger Wealth Strategies
Ohio
$502K +$11.3K +340 +3%
CCA
2925
Clearwater Capital Advisors
Illinois
$500K -$80.3K -2,420 -17%
115 116
117
118 119