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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1301
Centric Wealth Management
Illinois
$246K +$13.3K +156 +4%
LPT
1302
Legacy Private Trust
Wisconsin
$246K +$330K +3,880 New
RWA
1303
Redhawk Wealth Advisors
Minnesota
$245K +$2.55K +30 +0.8%
ACM
1304
Aljian Capital Management
Nevada
$245K +$34.1K +400 +12%
RA
1305
RFG Advisory
Alabama
$244K +$4.09K +48 +1%
CAM
1306
Cozad Asset Management
Illinois
$241K +$324K +3,805 New
WFA
1307
WMG Financial Advisors
Tennessee
$240K -$126K -1,475 -28%
OAM
1308
Occidental Asset Management
California
$240K – – –
FCAG
1309
First Capital Advisors Group
New Jersey
$240K +$323K +3,795 New
SIA
1310
SkyView Investment Advisors
New Jersey
$240K +$323K +3,795 New
ECM
1311
Evergreen Capital Management
Washington
$239K -$46.9K -551 -13%
NA
1312
Navellier & Associates
Nevada
$238K +$681 +8 +0.2%
GHAM
1313
Gilman Hill Asset Management
Connecticut
$236K +$82.2K +965 +35%
RPWA
1314
Regent Peak Wealth Advisors
Georgia
$235K -$32K -376 -9%
MGIM
1315
M&G Investment Management
United Kingdom
$234K -$46.5K -546 -13%
CCA
1316
Cobblestone Capital Advisors
New York
$234K -$25.5K -300 -8%
FA
1317
Financial Avengers
California
$234K -$8.52K -100 -3%
FMTC
1318
Farmers & Merchants Trust Company
California
$234K +$11.4K +134 +4%
RWA
1319
Ropes Wealth Advisors
Massachusetts
$234K +$13.2K +155 +4%
TWA
1320
TCI Wealth Advisors
Arizona
$234K +$26.7K +313 +9%
HFG
1321
Heron Financial Group
New York
$233K +$35.8K +420 +13%
FIM
1322
Freedom Investment Management
Connecticut
$232K -$79.4K -932 -20%
LCM
1323
LCM Capital Management
Illinois
$229K -$7.07K -83 -2%
JAG
1324
Journey Advisory Group
Kentucky
$229K +$308K +3,620 New
CCA
1325
Catalyst Capital Advisors
New York
$228K -$1.02K -12 -0.3%
51 52
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