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Name Holding Trade Value Shares
Change 		Change in
Stake
OHIS
3151
Oak Harvest Investment Services
Texas
$297K -$12K -50 -4%
FA
3152
Fortis Advisors
Pennsylvania
$296K – – –
DA
3153
DSC Advisors
Illinois
$295K -$1.92K -8 -0.6%
CC
3154
Callan Capital
California
$294K +$307K +1,279 New
ORC
3155
O'Rourke & Company
Massachusetts
$294K +$12.3K +51 +4%
AWAP
3156
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$294K +$240 +1 +0.1%
TCMP
3157
Thrive Capital Management (Pennsylvania)
Pennsylvania
$293K +$69.9K +291 +30%
VCM
3158
Vivaldi Capital Management
Illinois
$292K +$26.4K +110 +9%
CA
3159
CGN Advisors
Kansas
$292K +$3.37K +14 +1%
SFG
3160
Socha Financial Group
New York
$291K +$481 +2 +0.2%
FCCM
3161
First City Capital Management
Georgia
$291K – – –
TC
3162
Trilogy Capital
California
$291K -$90.9K -378 -23%
SWRP
3163
Summit Wealth & Retirement Planning
California
$290K -$10.1K -42 -3%
RAM
3164
Readystate Asset Management
Illinois
$290K +$303K +1,260 New
FIBT
3165
First International Bank & Trust
North Dakota
$289K -$77.6K -323 -20%
MWM
3166
Merriman Wealth Management
Washington
$288K -$961 -4 -0.3%
FCMC
3167
Founders Capital Management (Connecticut)
Connecticut
$288K – – –
MWM
3168
Mascoma Wealth Management
New Hampshire
$288K +$58.7K +244 +24%
SN
3169
Sittner & Nelson
Oregon
$288K -$4.81K -20 -2%
CGA
3170
Crescent Grove Advisors
Illinois
$286K +$20.2K +84 +7%
FFG
3171
Fortem Financial Group
California
$286K +$61.8K +257 +26%
FP
3172
Financial Perspectives
Minnesota
$286K – – –
VWM
3173
Valley Wealth Managers
New Jersey
$284K +$13K +54 +5%
CHA
3174
Cooper/Haims Advisors
New York
$283K -$5.05K -21 -2%
WA
3175
Waterford Advisors
New York
$283K – – –
125 126
127
128 129