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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
3001
Mascoma Wealth Management
New Hampshire
$283K +$49.1K +227 +22%
ODG
3002
O'Dell Group
Ohio
$283K +$84.1K +389 +44%
QTM
3003
qPULA Trading Management
New York
$283K +$276K +1,276 New
BWM
3004
BCS Wealth Management
Tennessee
$282K -$172K -796 -39%
BIAS
3005
Beacon Investment Advisory Services
New Jersey
$282K -$1.73K -8 -0.6%
TFF
3006
The Family Firm
Maryland
$282K +$433 +2 +0.2%
SIC
3007
Sigma Investment Counselors
Michigan
$280K -$90.4K -418 -25%
CAGAS
3008
Capital Advisory Group Advisory Services
Minnesota
$280K -$8K -37 -3%
FCMC
3009
Founders Capital Management (Connecticut)
Connecticut
$278K – – –
TFA
3010
Triad Financial Advisors
North Carolina
$277K -$5.84K -27 -2%
TCM
3011
Triumph Capital Management
Colorado
$277K +$68.1K +315 +34%
ACM
3012
Antonetti Capital Management
Florida
$275K -$10.8K -50 -4%
PFA
3013
Pathway Financial Advisors
Vermont
$275K – – –
PWM
3014
PRW Wealth Management
Massachusetts
$275K +$30.3K +140 +13%
LWANC
3015
Laurel Wealth Advisors (North Carolina)
North Carolina
$274K – – –
PRWA
3016
Platte River Wealth Advisors
Colorado
$274K – – –
FMI
3017
F/M Investments
District of Columbia
$274K +$1.73K +8 +0.7%
PSF
3018
Pacific Sun Financial
California
$273K – – –
MP
3019
McDonald Partners
Ohio
$273K +$239K +1,107 +893%
BTIM
3020
BancFirst Trust & Investment Management
Oklahoma
$273K +$266K +1,231 New
CFFP
3021
Center for Financial Planning
Michigan
$270K – – –
PCA
3022
Providence Capital Advisors
North Carolina
$266K -$14.9K -69 -5%
CHAM
3023
Clear Harbor Asset Management
Connecticut
$266K – – –
CMP
3024
Courage Miller Partners
Virginia
$266K – – –
MHB
3025
Midwest Heritage Bank
Iowa
$266K +$259K +1,198 New
119 120
121
122 123