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Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
3751
O'Rourke & Company
Massachusetts
$926K +$140K +1,185 +18%
MCM
3752
Marathon Capital Management
Maryland
$922K -$73.8K -625 -8%
SFG
3753
Sather Financial Group
Texas
$921K -$19.6K -166 -2%
SIMG
3754
Stephens Investment Management Group
Texas
$921K – – –
MA
3755
Mosaic Advisors
Texas
$917K – – –
VC
3756
Veery Capital
Delaware
$917K +$15.4K +130 +2%
CCA
3757
Catalyst Capital Advisors
New York
$917K -$131K -1,106 -13%
BI
3758
Ballast Inc
Kentucky
$916K -$41K -347 -4%
SA
3759
Skyline Advisors
Washington
$915K -$47.6K -403 -5%
CS
3760
Capital Square
Tennessee
$914K +$200K +1,691 +29%
SC
3761
Schoolcraft Capital
Colorado
$911K – – –
TFP
3762
Traction Financial Partners
Wyoming
$908K +$3.43K +29 +0.4%
SVWG
3763
Shared Vision Wealth Group
United States
$906K – – –
LOPW
3764
Live Oak Private Wealth
North Carolina
$904K -$38.3K -324 -4%
HEIP
3765
Hudson Edge Investment Partners
New Jersey
$904K – – –
BTWM
3766
Brass Tax Wealth Management
Ohio
$903K +$26.2K +222 +3%
SSWG
3767
Seven Springs Wealth Group
Tennessee
$902K -$175K -1,480 -17%
CCM
3768
Chaney Capital Management
Washington
$902K +$15.5K +131 +2%
YWM
3769
Yoder Wealth Management
California
$901K +$79.4K +672 +10%
GCA
3770
Greenwood Capital Associates
South Carolina
$899K -$23.6K -200 -3%
ST
3771
Sageworth Trust
Pennsylvania
$899K -$2.24M -18,948 -72%
OPTFSNA
3772
Old Point Trust & Financial Services N A
Virginia
$899K -$59.1K -500 -6%
PIM
3773
Provident Investment Management
Michigan
$899K +$11.8K +100 +1%
SWP
3774
Significant Wealth Partners
Illinois
$897K +$90.2K +764 +12%
UL
3775
Unionview LLC
Washington
$896K -$26.1K -221 -3%
149 150
151
152 153