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Name Holding Trade Value Shares
Change 		Change in
Stake
OCA
5426
Optimus Capital Advisors
Texas
$438K +$437K +2,346 New
FAP
5427
Financial Advisory Partners
Florida
$436K -$87.7K -471 -17%
SCP
5428
Silverleafe Capital Partners
Tennessee
$435K +$151K +809 +53%
PVI
5429
Pura Vida Investments
New York
$435K +$434K +2,330 New
CCA
5430
Cottonwood Capital Advisors
Utah
$434K – – –
GFG
5431
GR Financial Group
Arizona
$434K -$3.14M -16,857 -88%
FWM
5432
Fingerlakes Wealth Management
New York
$433K -$185K -993 -30%
FGAM
5433
Financial Gravity Asset Management
Texas
$431K -$172K -924 -29%
ECML
5434
Eagle Capital Management (Louisiana)
Louisiana
$431K -$14K -75 -3%
MWA
5435
Martel Wealth Advisors
Washington
$430K -$11.2K -60 -3%
WCA
5436
Waratah Capital Advisors
Ontario, Canada
$429K -$3.79M -20,337 -90%
BFS
5437
Baskin Financial Services
Ontario, Canada
$429K – – –
AGP
5438
Aspire Growth Partners
Florida
$429K +$428K +2,300 New
CCP
5439
Cushing Capital Partners
Wisconsin
$429K -$25.9K -139 -6%
SSW
5440
Stone Summit Wealth
Florida
$428K +$38K +204 +10%
CW
5441
CrossGen Wealth
North Carolina
$427K +$426K +2,291 New
BCA
5442
Ballentine Capital Advisors
South Carolina
$427K – – –
CAP
5443
Columbia Advisory Partners
Washington
$427K +$36.7K +197 +9%
WC
5444
Wexford Capital
Florida
$426K -$160K -860 -27%
SGWM
5445
Sterling Group Wealth Management
California
$426K +$2.05K +11 +0.5%
BI
5446
Berkeley Inc
Idaho
$425K +$424K +2,278 New
BEAM
5447
Baker Ellis Asset Management
Washington
$424K +$191K +1,026 +82%
TB
5448
Terril Brothers
Missouri
$421K +$10.2K +55 +3%
KWM
5449
KMT Wealth Management
California
$420K – – –
GWA
5450
Geometric Wealth Advisors
District of Columbia
$419K +$1.68K +9 +0.4%
216 217
218
219 220