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Name Holding Trade Value Shares
Change 		Change in
Stake
CHJWM
1651
Carlton Hofferkamp & Jenks Wealth Management
Texas
$320K – – –
CCA
1652
Catalyst Capital Advisors
New York
$320K +$316K +4,390 New
AFT
1653
Alpha Family Trust
California
$319K +$316K +4,380 New
AAM
1654
Aureus Asset Management
Massachusetts
$317K – – –
UWP
1655
Uniting Wealth Partners
Kansas
$314K +$22.7K +315 +8%
OP
1656
ORG Partners
Indiana
$314K +$261K +3,616 +526%
RIA
1657
Realta Investment Advisors
Delaware
$313K -$9.01K -125 -3%
SCM
1658
Saxony Capital Management
Missouri
$312K +$309K +4,287 New
YWS
1659
Yarger Wealth Strategies
Ohio
$311K +$307K +4,264 New
CH
1660
Cromwell Holdings
Wyoming
$310K -$122K -1,692 -28%
IA
1661
Intellus Advisors
Florida
$309K +$306K +4,247 New
NAM
1662
NorthCrest Asset Manangement
Minnesota
$309K +$305K +4,236 New
MPM
1663
MBB Public Markets
Illinois
$307K +$304K +4,220 New
HA
1664
Huntleigh Advisors
Missouri
$306K – – –
LRWM
1665
Lord & Richards Wealth Management
Colorado
$306K +$302K +4,194 New
CAU
1666
Caxton Associates (UK)
$304K +$300K +4,167 New
SIM
1667
SSI Investment Management
California
$303K -$72 -1 -0%
RCA
1668
Resonant Capital Advisors
Wisconsin
$302K +$299K +4,149 New
SYBT
1669
Stock Yards Bank & Trust
Kentucky
$302K +$23.7K +329 +9%
AWA
1670
Amplius Wealth Advisors
Pennsylvania
$302K +$10.4K +145 +4%
LA
1671
Lifeworks Advisors
Michigan
$301K +$297K +4,128 New
GWMR
1672
GC Wealth Management RIA
Massachusetts
$300K +$297K +4,121 New
APW
1673
Austin Private Wealth
Texas
$300K -$7.2K -100 -2%
BFF
1674
Byrne Financial Freedom
Massachusetts
$299K +$295K +4,100 New
CC
1675
Corton Capital
Ontario, Canada
$298K +$295K +4,090 New
65 66
67
68 69