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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
3126
Bourgeon Capital Management
Connecticut
$746K – – –
DBRC
3127
D.B. Root & Company
Pennsylvania
$746K -$155K -447 -17%
OHWA
3128
Oak Hill Wealth Advisors
Virginia
$744K +$5.54K +16 +0.7%
EA
3129
Emerald Advisers
Pennsylvania
$744K – – –
TVAMP
3130
Tennessee Valley Asset Management Partners
Tennessee
$740K +$268K +773 +55%
RTC
3131
Real Talk Capital
Tennessee
$738K +$70.3K +203 +10%
GP
3132
Guardian Partners
Canada
$734K +$121K +351 +20%
RFA
3133
Register Financial Advisors
Georgia
$733K -$11.1K -32 -1%
PCS
3134
Private Client Services
Kentucky
$732K -$13.2K -38 -2%
SHFP
3135
Second Half Financial Partners
Florida
$731K +$58.5K +169 +9%
SIA
3136
SGL Investment Advisors
Montana
$729K +$385K +1,113 +106%
SFG
3137
Seamount Financial Group
Colorado
$728K +$22.8K +66 +3%
RPCA
3138
Running Point Capital Advisors
California
$728K +$40.1K +116 +6%
PWM
3139
Peck Wealth Management
New York
$726K +$737K +2,128 New
AZ
3140
Alpha Zero
Florida
$726K +$12.8K +37 +2%
NJIM
3141
Nabity-Jensen Investment Management
Nebraska
$726K +$14.9K +43 +2%
AWA
3142
AmeriServ Wealth Advisors
Pennsylvania
$725K -$4.15K -12 -0.6%
AWM
3143
Alterna Wealth Management
Texas
$724K -$193K -558 -21%
RFW
3144
Rainier Family Wealth
Washington
$723K -$66.1K -191 -8%
LCM
3145
LVM Capital Management
Michigan
$723K – – –
WDL
3146
Well Done LLC
Michigan
$719K +$3.12K +9 +0.4%
C1AG
3147
Client 1st Advisory Group
Florida
$719K +$18K +52 +3%
G
3148
GenTrust
Florida
$718K -$252K -729 -26%
LWANC
3149
Laurel Wealth Advisors (North Carolina)
North Carolina
$716K – – –
EC
3150
EdgeRock Capital
Colorado
$716K +$27.7K +80 +4%
124 125
126
127 128