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Name Holding Trade Value Shares
Change 		Change in
Stake
ORC
1751
O'Rourke & Company
Massachusetts
$704K +$68.2K +1,693 +11%
IGGA
1752
Iron Gate Global Advisors
Utah
$702K -$255K -6,319 -27%
CRWM
1753
Castle Rock Wealth Management
California
$700K +$2.02K +50 +0.3%
BWP
1754
BSW Wealth Partners
Colorado
$700K +$24.9K +619 +4%
LAM
1755
LECAP Asset Management
United Kingdom
$698K +$682K +16,915 New
ETC
1756
Exchange Traded Concepts
Oklahoma
$695K -$16.1M -399,458 -96%
MWM
1757
Mascoma Wealth Management
New Hampshire
$694K -$277K -6,884 -29%
FIM
1758
Fruth Investment Management
Texas
$694K -$25.1K -622 -4%
TA
1759
TFB Advisors
Kansas
$693K +$98.4K +2,441 +17%
LWM
1760
Laidlaw Wealth Management
New York
$692K +$29.1K +722 +4%
PWLP
1761
Prio Wealth Limited Partnership
Massachusetts
$691K -$23.6K -586 -3%
CGA
1762
Crescent Grove Advisors
Illinois
$690K +$185K +4,583 +38%
HR
1763
Howe & Rusling
New York
$690K +$88.6K +2,198 +15%
NAS
1764
Nicolet Advisory Services
Wisconsin
$688K +$6.57K +163 +1%
SFP
1765
Sandbox Financial Partners
Maryland
$687K +$50.4K +1,250 +8%
SWP
1766
ShoreHaven Wealth Partners
New Jersey
$687K +$3.51K +87 +0.5%
CFG
1767
Carr Financial Group
Massachusetts
$686K +$319K +7,916 +91%
SFC
1768
Sprinkle Financial Consultants
Colorado
$685K +$190K +4,717 +40%
PP
1769
PDS Planning
Ohio
$685K +$72.3K +1,793 +12%
BCM
1770
BluePath Capital Management
Georgia
$684K +$214K +5,298 +47%
SC
1771
Steph & Co
Wisconsin
$682K -$27.5K -683 -4%
MA
1772
MBA Advisors
Pennsylvania
$682K +$22.9K +569 +4%
SI
1773
Saxon Interests
Texas
$681K +$23.7K +588 +4%
PCM
1774
Permanent Capital Management
Illinois
$680K +$633K +15,715 New
CAMV
1775
Concord Asset Management (Virginia)
Virginia
$678K +$14.4K +357 +2%
69 70
71
72 73