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Name Holding Trade Value Shares
Change 		Change in
Stake
CFAM
3026
Center For Asset Management
Florida
$2.83M +$89.4K +607 +3%
LSWM
3027
Lorne Steinberg Wealth Management
Canada
$2.83M -$50.4K -342 -2%
ACM
3028
Ascendant Capital Management
California
$2.83M -$147K -1,000 -5%
BWM
3029
Birchcreek Wealth Management
Ohio
$2.83M – – –
MWVC
3030
Morgens Waterfall Vintiadis & Co
New York
$2.83M – – –
RCIM
3031
Russell Clark Investment Management
United Kingdom
$2.83M – – –
VFM
3032
Viking Fund Management
North Dakota
$2.83M – – –
ST
3033
Sentinel Trust
Texas
$2.82M -$136K -921 -4%
CNFG
3034
Creegan & Nassoura Financial Group
New Hampshire
$2.82M +$46.4K +315 +2%
OPOWM
3035
One Plus One Wealth Management
Florida
$2.82M +$63.3K +430 +2%
DA
3036
Detalus Advisors
Missouri
$2.81M +$4.12K +28 +0.1%
CFO
3037
Collective Family Office
Pennsylvania
$2.79M -$132K -894 -4%
RWRC
3038
R.W. Roge & Company
New York
$2.79M +$1.63M +11,083 +144%
SIGI
3039
Susquehanna International Group (Ireland)
Ireland
$2.78M +$404K +2,747 +16%
CA
3040
Cumberland Advisors
Florida
$2.77M -$162K -1,100 -5%
RCG
3041
Rock Creek Group
District of Columbia
$2.77M -$1.51M -10,280 -34%
SGA
3042
Sustainable Growth Advisers
Connecticut
$2.77M – – –
LFS
3043
Legacy Financial Strategies
Kansas
$2.76M -$15.9K -108 -0.6%
GSC
3044
Ground Swell Capital
South Carolina
$2.75M +$1.82M +12,378 +174%
GWM
3045
Greenhouse Wealth Management
Connecticut
$2.75M -$47.6K -323 -2%
JGUA
3046
John G. Ullman & Associates
New York
$2.75M +$29.4K +200 +1%
TFCP
3047
Twin Focus Capital Partners
Massachusetts
$2.75M +$82.3K +559 +3%
OGF
3048
Orin Green Financial
California
$2.74M -$6.92K -47 -0.2%
CFN
3049
Cordasco Financial Network
Florida
$2.74M +$482K +3,277 +20%
APSP
3050
Asset Planning Services (Pennsylvania)
Pennsylvania
$2.73M +$2.94K +20 +0.1%
120 121
122
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