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Name Holding Trade Value Shares
Change 		Change in
Stake
LD
1751
Lipe & Dalton
New York
$704K – – –
ORC
1752
O'Rourke & Company
Massachusetts
$704K +$68.2K +1,693 +11%
IGGA
1753
Iron Gate Global Advisors
Utah
$702K -$255K -6,319 -27%
CRWM
1754
Castle Rock Wealth Management
California
$700K +$2.02K +50 +0.3%
BWP
1755
BSW Wealth Partners
Colorado
$700K +$24.9K +619 +4%
LAM
1756
LECAP Asset Management
United Kingdom
$698K +$682K +16,915 New
ETC
1757
Exchange Traded Concepts
Oklahoma
$695K -$16.1M -399,458 -96%
MWM
1758
Mascoma Wealth Management
New Hampshire
$694K -$277K -6,884 -29%
FIM
1759
Fruth Investment Management
Texas
$694K -$25.1K -622 -4%
TA
1760
TFB Advisors
Kansas
$693K +$98.4K +2,441 +17%
LWM
1761
Laidlaw Wealth Management
New York
$692K +$29.1K +722 +4%
PWLP
1762
Prio Wealth Limited Partnership
Massachusetts
$691K -$23.6K -586 -3%
CGA
1763
Crescent Grove Advisors
Illinois
$690K +$185K +4,583 +38%
HR
1764
Howe & Rusling
New York
$690K +$88.6K +2,198 +15%
NAS
1765
Nicolet Advisory Services
Wisconsin
$688K +$6.57K +163 +1%
SFP
1766
Sandbox Financial Partners
Maryland
$687K +$50.4K +1,250 +8%
SWP
1767
ShoreHaven Wealth Partners
New Jersey
$687K +$3.51K +87 +0.5%
CFG
1768
Carr Financial Group
Massachusetts
$686K +$319K +7,916 +91%
SFC
1769
Sprinkle Financial Consultants
Colorado
$685K +$190K +4,717 +40%
PP
1770
PDS Planning
Ohio
$685K +$72.3K +1,793 +12%
BCM
1771
BluePath Capital Management
Georgia
$684K +$214K +5,298 +47%
SC
1772
Steph & Co
Wisconsin
$682K -$27.5K -683 -4%
MA
1773
MBA Advisors
Pennsylvania
$682K +$22.9K +569 +4%
SI
1774
Saxon Interests
Texas
$681K +$23.7K +588 +4%
PCM
1775
Permanent Capital Management
Illinois
$680K +$633K +15,715 New
69 70
71
72 73