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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3351
Mascoma Wealth Management
New Hampshire
$235K +$11.1K +37 +5%
ACM
3352
Aspen Capital Management
Idaho
$235K +$223K +739 New
NRWA
3353
North Ridge Wealth Advisors
Oregon
$234K -$79.8K -265 -26%
IWB
3354
Innovative Wealth Building
Maryland
$234K +$222K +738 New
SFP
3355
Sterling Financial Planning
New Jersey
$234K +$222K +738 New
FNFDCM
3356
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$234K +$222K +737 New
RAM
3357
Readystate Asset Management
Illinois
$234K -$899K -2,983 -80%
T
3358
TOBAM
France
$233K -$243K -807 -52%
TC
3359
TAGStone Capital
North Carolina
$233K +$212K +705 New
AP
3360
Appleton Partners
Massachusetts
$232K +$220K +731 New
EBSAM
3361
Eubel Brady & Suttman Asset Management
Ohio
$232K +$220K +731 New
GK
3362
Graney & King
New York
$232K +$146K +484 +198%
OPA
3363
Old Port Advisors
Maine
$231K +$219K +728 New
CCIA
3364
Cherry Creek Investment Advisors
Colorado
$231K +$219K +727 New
LI
3365
LVZ Inc
Michigan
$231K +$219K +727 New
CPWM
3366
Cypress Point Wealth Management
Texas
$231K +$219K +726 New
SC
3367
Solstein Capital
California
$230K +$80.1K +266 +58%
NCG
3368
Newport Capital Group
New Jersey
$230K +$218K +724 New
CCA
3369
Cooper Capital Advisors
California
$230K +$218K +723 New
LCM
3370
Liberty Capital Management
Michigan
$230K +$218K +723 New
WA
3371
Waterford Advisors
New York
$229K +$814K +2,702 New
MC
3372
McCarthy & Cox
Ohio
$229K +$217K +720 New
LDB
3373
Lee, Danner & Bass
Tennessee
$228K +$217K +719 New
SWIG
3374
Strategic Wealth Investment Group
Kentucky
$228K +$217K +719 New
DF
3375
Define Financial
California
$228K +$216K +718 New
133 134
135
136 137