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Name Holding Trade Value Shares
Change 		Change in
Stake
EPP
2801
ETF Portfolio Partners
Kansas
$479K – – –
LSC
2802
Lesa Sroufe & Co
Washington
$478K +$39K +920 +10%
QT
2803
Quantamental Technologies
New York
$477K +$231K +5,456 +119%
FVWA
2804
Foster Victor Wealth Advisors
South Carolina
$476K +$19.3K +456 +5%
TI
2805
Tidal Investments
Wisconsin
$473K -$420K -9,900 -50%
CFG
2806
CKW Financial Group
Hawaii
$472K +$285K +6,716 +208%
OWM
2807
Orgel Wealth Management
Wisconsin
$471K +$33.9K +800 +9%
JG
2808
Jefferies Group
New York
$469K -$19M -447,756 -98%
CFN
2809
Cordasco Financial Network
Florida
$469K +$41.9K +988 +11%
SCM
2810
Shelton Capital Management
Colorado
$467K -$63.9M -1,506,492 -81%
CA
2811
Corrado Advisors
New Jersey
$463K +$16.3K +384 +4%
CFIA
2812
Cantor Fitzgerald Investment Advisors
New York
$461K – – –
PMG
2813
Private Management Group
California
$460K +$82.3K +1,940 +25%
MWA
2814
MFA Wealth Advisors
Pennsylvania
$458K +$182K +4,284 +80%
LFDLE
2815
La Financiere de L'Echiquier
France
$457K -$186K -4,384 -31%
CCM
2816
Cohen Capital Management
California
$457K – – –
FF
2817
Fluent Financial
Texas
$455K -$871K -20,544 -68%
MCM
2818
Monument Capital Management
Virginia
$453K -$79.1K -1,864 -16%
RWM
2819
Reston Wealth Management
Virginia
$452K -$24.1K -568 -6%
WCM
2820
Wallace Capital Management
Texas
$450K +$24.8K +584 +7%
GC
2821
Gibson Capital
Pennsylvania
$448K – – –
HCM
2822
Horrell Capital Management
Arkansas
$448K – – –
MWM
2823
MorganRosel Wealth Management
Colorado
$446K -$584K -13,772 -59%
TW
2824
Towerpoint Wealth
California
$444K +$679 +16 +0.2%
GSIS
2825
Global Strategic Investment Solutions
Arizona
$442K +$7.63K +180 +2%
111 112
113
114 115