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Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
801
Boothbay Fund Management
New York
$250K +$30.2K +219 +14%
CAG
802
Crestwood Advisors Group
Massachusetts
$248K +$9.53K +69 +4%
WIA
803
World Investment Advisors
California
$248K -$34.7K -251 -12%
GFS
804
GYL Financial Synergies
Connecticut
$246K +$10.9K +79 +5%
AI
805
Accredited Investors
Minnesota
$245K -$55.4K -401 -18%
SAS
806
Stelac Advisory Services
New York
$244K – – –
DWP
807
Daymark Wealth Partners
Ohio
$244K +$27.1K +196 +12%
AA
808
Axiom Advisory
California
$243K +$9.39K +68 +4%
CCWM
809
Cassaday & Co Wealth Management
Virginia
$241K +$828 +6 +0.3%
TA
810
Tiedemann Advisors
New York
$241K +$242K +1,756 New
WPP
811
Whalerock Point Partners
Rhode Island
$240K – – –
DCM
812
DGS Capital Management
New Jersey
$237K +$239K +1,730 New
AFP
813
Alpha Financial Partners
Kentucky
$237K -$7.18K -52 -3%
KCM
814
KRS Capital Management
Michigan
$234K -$15.9K -115 -6%
AIA
815
Angeles Investment Advisors
California
$233K +$235K +1,701 New
ACA
816
Aptus Capital Advisors
Alabama
$233K +$235K +1,701 New
MOS
817
MGO One Seven
Ohio
$231K +$232K +1,684 New
LFAS
818
Level Four Advisory Services
Texas
$231K -$109K -787 -32%
AIM
819
Aspen Investment Management
Michigan
$230K +$232K +1,680 New
NL
820
NWAM LLC
Washington
$230K -$25.5K -185 -10%
GKWIM
821
Gerber Kawasaki Wealth & Investment Management
California
$227K +$229K +1,658 New
MG
822
Marex Group
$227K -$184K -1,336 -45%
TB
823
Terril Brothers
Missouri
$226K – – –
SM
824
Sweeney & Michel
California
$226K -$4.42K -32 -2%
WFAG
825
Worth Financial Advisory Group
North Carolina
$226K -$9.66K -70 -4%
31 32
33
34 35