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Name Holding Trade Value Shares
Change 		Change in
Stake
WIP
3501
WealthCare Investment Partners
Rhode Island
$228K +$228K +5,080 New
LTL
3502
Lowery Thomas LLC
California
$228K – – –
CWM
3503
Cadence Wealth Management
Massachusetts
$227K – – –
CIS
3504
Continental Investors Services
Washington
$227K -$211K -4,700 -47%
VCM
3505
Versant Capital Management
Arizona
$226K -$30.5K -680 -12%
SHFP
3506
Second Half Financial Partners
Florida
$224K -$133K -2,960 -36%
RCM
3507
Rain Capital Management
Oregon
$224K +$1.34K +30 +0.6%
ACM
3508
Alamar Capital Management
California
$224K – – –
AWAU
3509
Alliance Wealth Advisors (Utah)
Utah
$224K – – –
FFL
3510
Financial Freedom LLC
Ohio
$223K +$46.6K +1,040 +25%
CPP
3511
Capasso Planning Partners
South Carolina
$223K +$17K +380 +8%
I
3512
IMPACTfolio
Colorado
$221K -$166K -3,700 -42%
ASFA
3513
All Season Financial Advisors
Colorado
$220K -$53.8K -1,200 -19%
JJBC
3514
James J. Burns & Company
New York
$220K -$21.1K -470 -8%
AW
3515
Atlas Wealth
Ohio
$219K -$7.62K -170 -3%
WMWM
3516
Whitaker-Myers Wealth Managers
Ohio
$219K +$226K +5,040 New
CWM
3517
Cranbrook Wealth Management
Michigan
$218K – – –
CSC
3518
Caldwell Sutter Capital
California
$218K -$2.24K -50 -1%
DWMS
3519
Dominguez Wealth Management Solutions
Virginia
$218K +$224K +5,010 New
ASI
3520
Advisory Services & Investments
Oregon
$217K – – –
BIM
3521
Barton Investment Management
Pennsylvania
$217K – – –
DAL
3522
Delta Accumulation LLC
California
$217K – – –
BMCM
3523
Black Maple Capital Management
Wisconsin
$217K +$224K +5,000 New
WCM
3524
Weik Capital Management
Pennsylvania
$217K +$224K +5,000 New
BWM
3525
Brickley Wealth Management
California
$217K -$5.82K -130 -3%
139 140
141
142 143