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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
3001
Cantor Fitzgerald
New York
$238K +$250K +1,210 New
BG
3002
Benedetti & Gucer
Georgia
$237K -$138K -669 -36%
ODG
3003
O'Dell Group
Ohio
$237K -$15.5K -75 -6%
OAM
3004
Oak Asset Management
California
$236K -$3.46M -16,732 -93%
CMP
3005
Courage Miller Partners
Virginia
$236K – – –
RIA
3006
RPG Investment Advisory
California
$235K – – –
RIM
3007
Reynolds Investment Management
South Carolina
$235K +$207 +1 +0.1%
ETIA
3008
Epic Trust Investment Advisors
Washington
$235K +$38.4K +186 +19%
KCFA
3009
Key Client Fiduciary Advisors
New Jersey
$233K +$22.7K +110 +10%
ACM
3010
Academy Capital Management
Texas
$232K – – –
WCG
3011
Weaver Consulting Group
California
$231K -$2.48K -12 -1%
SN
3012
Sittner & Nelson
Oregon
$231K – – –
SIA
3013
Soltis Investment Advisors
Utah
$231K +$51.3K +248 +27%
RP
3014
Rowlandmiller & Partners
Georgia
$229K – – –
PCA
3015
Providence Capital Advisors
North Carolina
$228K -$8.68K -42 -4%
THWM
3016
Taylor Hoffman Wealth Management
Virginia
$228K – – –
TWM
3017
Trevian Wealth Management
Massachusetts
$228K +$413 +2 +0.2%
GC
3018
Gibson Capital
Pennsylvania
$228K +$240K +1,162 New
SQA
3019
Simon Quick Advisors
New Jersey
$226K -$276K -1,334 -56%
TCWA
3020
Ten Capital Wealth Advisors
Washington
$226K -$41.3K -200 -15%
AAMC
3021
Asset Allocation & Management Company
Illinois
$226K – – –
NAS
3022
Nicolet Advisory Services
Wisconsin
$226K +$8.27K +40 +4%
TSS
3023
Two Sigma Securities
New York
$225K -$1.37M -6,651 -85%
GWA
3024
Geometric Wealth Advisors
District of Columbia
$225K -$1.03K -5 -0.4%
OGF
3025
Orin Green Financial
California
$225K – – –
119 120
121
122 123