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Name Holding Trade Value Shares
Change 		Change in
Stake
NWA
5301
Navis Wealth Advisors
New York
$554K +$24.6K +106 +4%
LAS
5302
Legacy Advisory Services
Pennsylvania
$553K -$363K -1,567 -39%
RA
5303
Resolute Advisors
California
$549K -$2.11M -9,096 -79%
SC
5304
Shearwater Capital
Colorado
$548K – – –
CJ
5305
Caitlin John
Michigan
$547K -$259K -1,119 -31%
MTCM
5306
Mint Tower Capital Management
Netherlands
$544K +$568K +2,450 New
AT
5307
Avenir Tech
Hong Kong
$533K +$533K +2,300 +2,300%
FIA
5308
FNY Investment Advisers
New York
$533K +$301K +1,300 +118%
FCM
5309
Fairholme Capital Management
Florida
$533K – – –
WG
5310
Watchman Group
Texas
$530K -$161K -697 -23%
RHJA
5311
Rice Hall James & Associates
California
$530K -$29K -125 -5%
IMC
5312
Investment Management Corporation
Virginia
$527K +$90.1K +389 +20%
ACM
5313
Absolute Capital Management
Pennsylvania
$526K +$15.8K +68 +3%
RC
5314
Randolph Company
Ohio
$525K – – –
LF
5315
LifePlan Financial
Minnesota
$525K -$5.33K -23 -1%
WS
5316
Wela Strategies
Georgia
$525K +$547K +2,362 New
BWA
5317
Bestgate Wealth Advisors
Maryland
$524K -$14.6K -63 -3%
MCB
5318
Morton Community Bank
Illinois
$522K -$21.5K -93 -4%
SFA
5319
Semmax Financial Advisors
North Carolina
$518K +$74.1K +320 +14%
LA
5320
LPF Advisors
Florida
$515K -$311K -1,343 -37%
VWA
5321
VERITY Wealth Advisors
United States
$515K – – –
JPT
5322
Jordan Park Trust
New Hampshire
$515K -$3.94K -17 -0.7%
EF
5323
Envision Financial
Wisconsin
$514K +$63.2K +273 +13%
FAG
5324
Financial Architects (Georgia)
Georgia
$514K -$53.3K -230 -9%
GAA
5325
Green Alpha Advisors
Colorado
$513K -$580K -2,505 -52%
211 212
213
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