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Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1601
Moore Capital Management
New York
$17.3M +$15.5M +105,000 New
NPF
1602
Norris Perne & French
Michigan
$17.3M -$935K -6,337 -6%
CBFP
1603
Cedar Brook Financial Partners
Ohio
$17.3M +$71.4K +484 +0.5%
FFA
1604
Founders Financial Alliance
North Carolina
$17.3M -$3.68M -24,927 -19%
FFWA
1605
FRG Family Wealth Advisors
Washington
$17.3M -$188K -1,274 -1%
AIM
1606
Anchor Investment Management
South Carolina
$17.2M +$164K +1,111 +1%
CPA
1607
Capital Planning Advisors
California
$17.2M -$197K -1,338 -1%
RC
1608
RBO & Co
California
$17.2M -$20.4K -138 -0.1%
CWC
1609
Carolinas Wealth Consulting
North Carolina
$17.2M +$206K +1,398 +1%
WAS
1610
WESPAC Advisors SoCal
California
$17.2M -$142K -963 -0.9%
SW
1611
SkyOak Wealth
Michigan
$17.2M -$247K -1,671 -2%
TS
1612
Tamar Securities
California
$17.2M -$2.3M -15,604 -13%
SMA
1613
Sage Mountain Advisors
Georgia
$17.2M +$10.2M +68,901 +195%
BL
1614
BFSG LLC
California
$17.2M +$114K +772 +0.7%
AM
1615
Atwater Malick
Pennsylvania
$17.1M +$163K +1,108 +1%
SEEDPG
1616
S.E.E.D. Planning Group
New York
$17.1M +$1.44M +9,765 +10%
SCM
1617
Sterneck Capital Management
Missouri
$17.1M -$58.9K -399 -0.4%
IC
1618
Inscription Capital
Texas
$17.1M -$70.5K -478 -0.5%
WIS
1619
Wright Investors Service
Connecticut
$17.1M -$947K -6,416 -6%
GCA
1620
Gradient Capital Advisors
California
$17M -$193K -1,308 -1%
JEST
1621
JTC Employer Solutions Trustee
Jersey
$17M -$238K -1,611 -2%
EIP
1622
Ellis Investment Partners
Pennsylvania
$17M -$128K -867 -0.8%
ADL
1623
Asset Dedication LLC
California
$17M +$368K +2,493 +2%
AIA
1624
AIMZ Investment Advisors
California
$17M -$148K -1,003 -1%
GD
1625
Grandfield & Dodd
New York
$17M +$68.2K +462 +0.5%
63 64
65
66 67