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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3201
Cahaba Wealth Management
Georgia
$1.8M +$20.2K +157 +1%
IAMOG
3202
Investors Asset Management of Georgia
Georgia
$1.8M +$240K +1,866 +15%
MS
3203
Marshall & Sullivan
Washington
$1.8M +$1.64M +12,754 +649%
FFA
3204
Fi3 Financial Advisors
Indiana
$1.8M +$1.89M +14,723 New
CPWM
3205
Cardinal Point Wealth Management
California
$1.79M -$435K -3,388 -19%
EA
3206
Emerald Advisors
Washington
$1.79M -$431K -3,360 -19%
SG
3207
Strid Group
Pennsylvania
$1.78M +$142K +1,104 +8%
SMF
3208
Sterling Manor Financial
New York
$1.78M -$71.8K -559 -4%
WCWM
3209
Wooster Corthell Wealth Management
Connecticut
$1.77M +$938K +7,307 +101%
GCP
3210
GSA Capital Partners
United Kingdom
$1.77M +$593K +4,619 +47%
NEGWA
3211
New England Guild Wealth Advisors
Connecticut
$1.77M -$136K -1,059 -7%
TWP
3212
Tower Wealth Partners
Pennsylvania
$1.77M +$69.4K +541 +4%
WAOI
3213
Wealth Advisors of Iowa
Iowa
$1.77M +$29.5K +230 +2%
FL
3214
Fort LP
Maryland
$1.76M -$67K -522 -3%
KW
3215
KWB Wealth
California
$1.76M -$11.2K -87 -0.6%
TW
3216
Towerpoint Wealth
California
$1.76M +$6.93K +54 +0.4%
HKAM
3217
Horizon Kinetics Asset Management
New York
$1.76M -$1.18M -9,222 -39%
HFS
3218
HBC Financial Services
Washington
$1.75M -$6.42K -50 -0.4%
TWP
3219
Tempus Wealth Planning
California
$1.74M +$32.3K +252 +2%
PS
3220
Portfolio Strategies
New York
$1.74M – – –
BWG
3221
Beta Wealth Group
California
$1.74M +$260K +2,028 +17%
FAM
3222
Fenimore Asset Management
New York
$1.74M +$129K +1,008 +8%
ISG
3223
Investment Security Group
Colorado
$1.73M -$94.2K -734 -5%
DA
3224
DSC Advisors
Illinois
$1.73M +$1.09M +8,463 +149%
BFM
3225
Boothbay Fund Management
New York
$1.73M -$5.01M -39,050 -73%
127 128
129
130 131