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Name Holding Trade Value Shares
Change 		Change in
Stake
S4W
5201
Solutions 4 Wealth
Texas
$201K +$160K +1,274 New
RFP
5202
RCS Financial Planning
Maryland
$201K +$160K +1,273 New
WFM
5203
Wolff Financial Management
Michigan
$201K +$160K +1,273 New
AL
5204
ACAS LLC
California
$200K +$139K +1,104 New
CFS
5205
CGC Financial Services
Oregon
$197K +$131K +1,040 +495%
PMIM
5206
Prudent Man Investment Management
Colorado
$194K – – –
ACM
5207
Aster Capital Management
United Arab Emirates
$193K -$539K -4,280 -78%
PWA
5208
Principia Wealth Advisory
Texas
$181K +$52.1K +414 +57%
BIM
5209
Breakwater Investment Management
Washington
$179K – – –
IA
5210
IFS Advisors
Kansas
$172K +$881 +7 +0.6%
PCM
5211
Palouse Capital Management
Washington
$169K – – –
CMP
5212
Coston McIsaac & Partners
Maine
$167K -$7.68K -61 -5%
1IA
5213
1620 Investment Advisors
Massachusetts
$167K -$402K -3,198 -75%
OBWP
5214
O'Brien Wealth Partners
Massachusetts
$164K -$13K -103 -9%
AIA
5215
Arcadia Investment Advisors
Idaho
$163K – – –
NC
5216
North Capital
Utah
$162K +$252 +2 +0.2%
RBC
5217
Rye Brook Capital
Connecticut
$158K +$126K +1,000 New
GCM
5218
Gladstone Capital Management
United Kingdom
$158K – – –
FCMT
5219
Founders Capital Management (Texas)
Texas
$156K – – –
GCM
5220
Glynn Capital Management
California
$151K -$11.6K -92 -9%
CFS
5221
Compass Financial Services
Iowa
$151K +$40.8K +324 +51%
CWA
5222
Carolina Wealth Advisors
South Carolina
$149K +$34.4K +273 +41%
AWM
5223
Accredited Wealth Management
Kentucky
$147K -$111K -885 -49%
HAI
5224
Hennessy Advisors Inc
California
$145K +$116K +920 New
ZC
5225
Zeit Capital
Colorado
$142K – – –
207 208
209
210 211