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Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
3501
Ionic Capital Management
New York
$228K +$235K +5,250 New
COCM
3502
Charter Oak Capital Management
New Hampshire
$228K -$8.96K -200 -4%
WIP
3503
WealthCare Investment Partners
Rhode Island
$228K +$228K +5,080 New
LTL
3504
Lowery Thomas LLC
California
$228K – – –
CWM
3505
Cadence Wealth Management
Massachusetts
$227K – – –
CIS
3506
Continental Investors Services
Washington
$227K -$211K -4,700 -47%
VCM
3507
Versant Capital Management
Arizona
$226K -$30.5K -680 -12%
SHFP
3508
Second Half Financial Partners
Florida
$224K -$133K -2,960 -36%
RCM
3509
Rain Capital Management
Oregon
$224K +$1.34K +30 +0.6%
ACM
3510
Alamar Capital Management
California
$224K – – –
AWAU
3511
Alliance Wealth Advisors (Utah)
Utah
$224K – – –
FFL
3512
Financial Freedom LLC
Ohio
$223K +$46.6K +1,040 +25%
CPP
3513
Capasso Planning Partners
South Carolina
$223K +$17K +380 +8%
I
3514
IMPACTfolio
Colorado
$221K -$166K -3,700 -42%
ASFA
3515
All Season Financial Advisors
Colorado
$220K -$53.8K -1,200 -19%
JJBC
3516
James J. Burns & Company
New York
$220K -$21.1K -470 -8%
AW
3517
Atlas Wealth
Ohio
$219K -$7.62K -170 -3%
WMWM
3518
Whitaker-Myers Wealth Managers
Ohio
$219K +$226K +5,040 New
CWM
3519
Cranbrook Wealth Management
Michigan
$218K – – –
CSC
3520
Caldwell Sutter Capital
California
$218K -$2.24K -50 -1%
DWMS
3521
Dominguez Wealth Management Solutions
Virginia
$218K +$224K +5,010 New
ASI
3522
Advisory Services & Investments
Oregon
$217K – – –
BIM
3523
Barton Investment Management
Pennsylvania
$217K – – –
DAL
3524
Delta Accumulation LLC
California
$217K – – –
BMCM
3525
Black Maple Capital Management
Wisconsin
$217K +$224K +5,000 New
139 140
141
142 143