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Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
2401
Juncture Wealth Strategies
Arizona
$1.13M +$358K +872 +81%
SWA
2402
Sax Wealth Advisors
New Jersey
$1.13M +$476K +1,160 +26%
FEM
2403
Fulcrum Equity Management
Texas
$1.13M +$313K +763 +65%
GCM
2404
Gables Capital Management
Florida
$1.13M +$96.3K +235 +14%
GCA
2405
Gallagher Capital Advisors
Texas
$1.13M – – –
HNWAG
2406
High Net Worth Advisory Group
Florida
$1.12M +$207K +504 +35%
KPWG
2407
KFA Private Wealth Group
Virginia
$1.12M – – –
SRL
2408
Scientech Research LLC
New Jersey
$1.12M +$791K +1,929 New
CPL
2409
CAP Partners LLC
Tennessee
$1.12M +$25.8K +63 +3%
FF
2410
Francis Financial
$1.12M +$68.9K +168 +10%
AAA
2411
Andrews Advisory Associates
Hawaii
$1.12M -$113K -275 -13%
GCP
2412
Guardian Capital (Pennsylvania)
Pennsylvania
$1.12M -$199K -485 -20%
BWP
2413
Bernardo Wealth Planning
Pennsylvania
$1.11M +$87.3K +213 +13%
NC
2414
NewSquare Capital
Pennsylvania
$1.11M +$137K +333 +21%
TCWM
2415
Total Clarity Wealth Management
Illinois
$1.11M +$331K +807 +73%
SFG
2416
Seamount Financial Group
Colorado
$1.11M -$245K -598 -24%
GRR
2417
Golden Reserve Retirement
Ohio
$1.11M -$7.79K -19 -1%
MWM
2418
Manske Wealth Management
Texas
$1.11M -$3.28K -8 -0.4%
GPI
2419
General Partner Inc
Pennsylvania
$1.11M – – –
KFS
2420
Keynote Financial Services
Connecticut
$1.1M -$20.5K -50 -3%
ICM
2421
Ionic Capital Management
New York
$1.1M -$792K -1,932 -50%
HTC
2422
Haverford Trust Company
Pennsylvania
$1.1M +$1.23K +3 +0.2%
RB
2423
Richmond Brothers
Michigan
$1.1M +$777K +1,895 New
APW
2424
Axim Planning & Wealth
Ohio
$1.1M -$56.6K -138 -7%
SHIM
2425
Stone House Investment Management
Pennsylvania
$1.09M +$34.8K +85 +5%
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97
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