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Name Holding Trade Value Shares
Change 		Change in
Stake
PMIM
5201
Prudent Man Investment Management
Colorado
$194K – – –
ACM
5202
Aster Capital Management
United Arab Emirates
$193K -$539K -4,280 -78%
PWA
5203
Principia Wealth Advisory
Texas
$181K +$52.1K +414 +57%
BIM
5204
Breakwater Investment Management
Washington
$179K – – –
IA
5205
IFS Advisors
Kansas
$172K +$881 +7 +0.6%
PCM
5206
Palouse Capital Management
Washington
$169K – – –
CMP
5207
Coston McIsaac & Partners
Maine
$167K -$7.68K -61 -5%
1IA
5208
1620 Investment Advisors
Massachusetts
$167K -$402K -3,198 -75%
OBWP
5209
O'Brien Wealth Partners
Massachusetts
$164K -$13K -103 -9%
AIA
5210
Arcadia Investment Advisors
Idaho
$163K – – –
NC
5211
North Capital
Utah
$162K +$252 +2 +0.2%
RBC
5212
Rye Brook Capital
Connecticut
$158K +$126K +1,000 New
GCM
5213
Gladstone Capital Management
United Kingdom
$158K – – –
FCMT
5214
Founders Capital Management (Texas)
Texas
$156K – – –
GCM
5215
Glynn Capital Management
California
$151K -$11.6K -92 -9%
CFS
5216
Compass Financial Services
Iowa
$151K +$40.8K +324 +51%
CWA
5217
Carolina Wealth Advisors
South Carolina
$149K +$34.4K +273 +41%
AWM
5218
Accredited Wealth Management
Kentucky
$147K -$111K -885 -49%
HAI
5219
Hennessy Advisors Inc
California
$145K +$116K +920 New
ZC
5220
Zeit Capital
Colorado
$142K – – –
VC
5221
Vestor Capital
Illinois
$141K -$45.6M -362,361 -99%
DCM
5222
Disciplina Capital Management
Tennessee
$136K – – –
FAI
5223
Fiduciary Advisors Inc
Missouri
$135K – – –
RTL
5224
Red Tortoise LLC
Georgia
$130K +$34.7K +276 +50%
CAWM
5225
Capital A Wealth Management
Pennsylvania
$130K -$1.16M -9,227 -97%
207 208
209
210 211