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Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
2101
Kathmere Capital Management
Pennsylvania
$230K +$243K +505 New
CC
2102
Cornerstone Capital
California
$229K – – –
RFN
2103
Redwood Financial Network
Ohio
$229K +$242K +504 New
VR
2104
Viridian RIA
Washington
$228K -$64.9K -135 -21%
NF
2105
Nikulski Financial
Iowa
$228K -$48.1K -100 -17%
FANJ
2106
Financial Architects (New Jersey)
New Jersey
$227K -$1.44K -3 -0.6%
HLOC
2107
H.L. Ormond & Company
North Carolina
$226K -$2.41K -5 -1%
NCM
2108
Novare Capital Management
North Carolina
$226K +$32.7K +68 +16%
FHC
2109
First Heartland Consultants
Missouri
$225K -$25K -52 -9%
JAG
2110
Journey Advisory Group
Kentucky
$225K +$21.6K +45 +10%
LWM
2111
Liberty Wealth Management
California
$225K +$234K +487 New
CA
2112
Capitolis Advisors
New York
$224K -$97.2M -201,939 -100%
ML
2113
Mayport LLC
Massachusetts
$224K -$20.2K -42 -8%
CAL
2114
Capital Advisors Ltd
Ohio
$224K – – –
CCP
2115
Cassia Capital Partners
North Carolina
$224K +$6.25K +13 +3%
KOC
2116
Koss-Olinger Consulting
Florida
$224K +$237K +492 New
AWA
2117
Acorn Wealth Advisors
Michigan
$223K – – –
CWM
2118
C2C Wealth Management
Arizona
$222K +$245K +510 New
FNT
2119
First Nebraska Trust
Nebraska
$221K – – –
AWM
2120
Accurate Wealth Management
Florida
$221K -$31.8K -66 -12%
BFO
2121
Biltmore Family Office
North Carolina
$221K – – –
PFA
2122
Pure Financial Advisors
California
$221K – – –
SC
2123
Seldon Capital
California
$221K – – –
TA
2124
Trellis Advisors
Washington
$221K +$1.92K +4 +0.8%
PFA
2125
Plotkin Financial Advisors
Maryland
$220K +$1.44K +3 +0.6%
83 84
85
86 87