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Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
4176
Partnership Wealth Management
Maryland
$1.53M -$297K -1,705 -17%
KL
4177
KilterHowling LLC
Colorado
$1.53M -$4.18K -24 -0.3%
LOPW
4178
Live Oak Private Wealth
North Carolina
$1.53M -$22K -126 -2%
TFCP
4179
Twin Focus Capital Partners
Massachusetts
$1.52M +$258K +1,478 +22%
GCM
4180
Gallacher Capital Management
Colorado
$1.52M +$99.4K +570 +8%
SC
4181
Schubert & Co
Texas
$1.52M +$146K +837 +11%
MWP
4182
Meriwether Wealth & Planning
Louisiana
$1.52M +$76.5K +439 +6%
FAIM
4183
Financial Advocates Investment Management
Washington
$1.52M -$41M -235,258 -97%
LRIA
4184
Leonard Rickey Investment Advisors
Washington
$1.52M +$21.3K +122 +2%
PM
4185
Phraction Management
Connecticut
$1.52M – – –
LFS
4186
Littlejohn Financial Services
Oregon
$1.51M -$4.11M -23,607 -74%
VC
4187
Veery Capital
Delaware
$1.51M +$6.1K +35 +0.4%
OCFG
4188
O'Connor Financial Group
Illinois
$1.5M +$28.9K +166 +2%
AWA
4189
Aquire Wealth Advisors
Utah
$1.5M +$110K +630 +9%
MSCM
4190
McElhenny Sheffield Capital Management
Texas
$1.5M +$875K +5,022 +167%
LCC
4191
Lincoln Capital Corp
Rhode Island
$1.5M +$189K +1,085 +16%
OCG
4192
Opus Capital Group
Ohio
$1.49M +$5.23K +30 +0.4%
RFP
4193
Roth Financial Partners
Texas
$1.49M – – –
CRB
4194
Chad R. Baker
$1.49M -$314K -1,800 -18%
DPW
4195
DiNuzzo Private Wealth
Pennsylvania
$1.49M +$6.8K +39 +0.5%
RCM
4196
Ridgepath Capital Management
Tennessee
$1.49M +$54.9K +315 +4%
SCA
4197
Strathmore Capital Advisors
North Carolina
$1.49M +$12.6K +72 +0.9%
ICM
4198
Ionic Capital Management
New York
$1.48M +$311K +1,787 +29%
SHFA
4199
SC&H Financial Advisors
Maryland
$1.48M -$222K -1,276 -14%
SPAS
4200
Spectrum Planning & Advisory Services
California
$1.47M +$619K +3,552 +82%
166 167
168
169 170