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Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
4101
Caden Capital Partners
California
$234K +$151K +469 +153%
SEP
4102
Southland Equity Partners
Missouri
$234K +$17.7K +55 +8%
MBC
4103
Michael Brady & Co
Ohio
$234K – – –
CI
4104
Chartist Inc
California
$233K – – –
PAG
4105
Paladin Advisory Group
Iowa
$233K – – –
ACA
4106
Aspire Capital Advisors
Washington
$233K -$9.32K -29 -4%
SPP
4107
Single Point Partners
Massachusetts
$233K -$7.72K -24 -3%
OCA
4108
Odyssey Capital Advisors
Pennsylvania
$232K +$37.3K +116 +18%
MFS
4109
Madrona Financial Services
Washington
$232K -$40.2K -125 -14%
FPW
4110
Fairvoy Private Wealth
Alabama
$232K -$28.6K -89 -10%
BFA
4111
Bridgelight Financial Advisors
Connecticut
$231K +$2.89K +9 +1%
IF
4112
Ironwood Financial
Arizona
$231K -$965 -3 -0.4%
CFP
4113
Curran Financial Partners
South Carolina
$231K -$31.8K -99 -11%
EC
4114
Eaton-Cambridge
Arizona
$231K +$38.9K +121 +19%
GCM
4115
Gallacher Capital Management
Colorado
$231K -$830K -2,582 -77%
KCM
4116
Kendall Capital Management
Maryland
$231K – – –
MAMG
4117
Milestone Asset Management Group
Connecticut
$230K +$643 +2 +0.3%
FA
4118
Fountainhead AM
New Jersey
$229K +$183K +568 +299%
GPW
4119
Gray Private Wealth
Massachusetts
$229K – – –
VR
4120
Valued Retirements
Texas
$229K – – –
LSA
4121
Lansing Street Advisors
Pennsylvania
$229K -$30.5K -95 -11%
MWM
4122
Maridea Wealth Management
New York
$229K -$468K -1,454 -66%
LGW
4123
Leslie Global Wealth
Illinois
$229K +$4.5K +14 +2%
BAG
4124
Bridgewealth Advisory Group
California
$228K -$37K -115 -13%
FWM
4125
Finer Wealth Management
Massachusetts
$228K – – –
163 164
165
166 167