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Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
3201
Realta Investment Advisors
Delaware
$697K -$136K -422 -15%
SWGC
3202
Summit Wealth Group (Colorado)
Colorado
$696K +$112K +347 +18%
FBC
3203
Fairfield, Bush & Co
Connecticut
$695K +$8.04K +25 +1%
MPIA
3204
Mountain Pacific Investment Advisers
Idaho
$692K -$49.2K -153 -6%
FCM
3205
Fell Capital Management
California
$692K -$64.3K -200 -8%
LPAM
3206
Lodestar Private Asset Management
California
$692K -$9.65K -30 -1%
W
3207
Wealthquest
Ohio
$689K +$45.3K +141 +7%
FCM
3208
Fourpath Capital Management
Oklahoma
$689K -$5.79K -18 -0.8%
SFGP
3209
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$689K +$53.7K +167 +8%
TCM
3210
Tandem Capital Management
New Jersey
$688K -$51.4K -160 -7%
JWM
3211
Jeppson Wealth Management
California
$688K +$149K +463 +26%
FC
3212
Financial Consulate
Maryland
$688K -$194K -604 -21%
EC
3213
EdgeRock Capital
Colorado
$686K +$39.6K +123 +6%
ACH
3214
ArrowMark Colorado Holdings
Colorado
$685K – – –
IAP
3215
Indie Asset Partners
Indiana
$685K +$282K +876 +63%
VCP
3216
Vista Capital Partners
Oregon
$685K +$298K +927 +69%
E
3217
EntreWealth
Texas
$684K -$965 -3 -0.1%
OPWM
3218
Oregon Pacific Wealth Management
Oregon
$683K +$115K +359 +19%
GWM
3219
Greenwich Wealth Management
Connecticut
$682K +$87.8K +273 +14%
LWANC
3220
Laurel Wealth Advisors (North Carolina)
North Carolina
$682K +$13.2K +41 +2%
KG
3221
Kilter Group
New York
$680K -$6.11K -19 -0.8%
AAG
3222
Armstrong Advisory Group
Massachusetts
$680K +$3.54K +11 +0.5%
SQA
3223
Simon Quick Advisors
New Jersey
$679K -$395K -1,228 -35%
RPSA
3224
Richard P. Slaughter Associates
Texas
$678K -$330K -1,026 -31%
AWM
3225
Act Wealth Management
Texas
$676K -$16.1K -50 -2%
127 128
129
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