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Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
3601
Courage Miller Partners
Virginia
$426K – – –
MWM
3602
Momentous Wealth Management
Washington
$425K +$9.41K +27 +2%
TPW
3603
Tiller Private Wealth
Pennsylvania
$425K -$79.8K -229 -16%
BFM
3604
Boothbay Fund Management
New York
$424K -$272K -781 -40%
BFS
3605
Burr Financial Services
California
$424K -$19.2K -55 -4%
LC
3606
Lavaca Capital
Texas
$424K +$105K +300 +34%
LF
3607
LifeSteps Financial
California
$423K +$28.9K +83 +7%
ORC
3608
O'Rourke & Company
Massachusetts
$422K – – –
TCB
3609
Texas Capital Bancshares
Texas
$421K +$349 +1 +0.1%
BWS
3610
Broadway Wealth Solutions
Texas
$421K -$14.6K -42 -3%
VFM
3611
Vision Financial Markets
Connecticut
$421K -$10.1K -29 -2%
SC
3612
Summa Corp
Texas
$419K – – –
SGI
3613
Swan Global Investments
Colorado
$418K +$24.4K +70 +6%
RRWA
3614
Rainey & Randall Wealth Advisors
Florida
$416K – – –
PTC
3615
Petrus Trust Company
Texas
$416K +$409K +1,173 New
NCM
3616
Neumann Capital Management
California
$416K +$697 +2 +0.2%
ACM
3617
Andina Capital Management
Utah
$415K +$8.71K +25 +2%
AIMC
3618
Alley Investment Management Company
Illinois
$413K -$26.5K -76 -6%
SWM
3619
Silverlake Wealth Management
Vermont
$413K +$120K +345 +42%
BAM
3620
Blueshift Asset Management
New Jersey
$413K +$405K +1,162 New
CWA
3621
Centennial Wealth Advisory
Michigan
$412K +$403K +1,155 New
FSA
3622
Franklin Street Advisors
North Carolina
$412K -$49.8K -143 -11%
OAS
3623
Optivise Advisory Services
Tennessee
$411K -$100K -287 -20%
GA
3624
GSG Advisors
New Jersey
$410K +$20.9K +60 +5%
MIAS
3625
Mason Investment Advisory Services
Virginia
$410K – – –
143 144
145
146 147