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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
3126
Cahaba Wealth Management
Georgia
$907K -$82.6K -660 -7%
NAMP
3127
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$906K +$56.6K +452 +6%
EL
3128
ERN LLC
Delaware
$903K +$1.06M +8,500 New
GFPC
3129
Global Financial Private Client
Florida
$901K +$356K +2,847 +53%
WW
3130
Westshore Wealth
California
$901K +$52.6K +420 +5%
RB
3131
Richmond Brothers
Michigan
$901K +$94.9K +758 +10%
RFN
3132
Redwood Financial Network
Ohio
$900K -$38.5K -308 -4%
FWTB
3133
First Western Trust Bank
Colorado
$898K -$113K -903 -10%
SWRP
3134
Summit Wealth & Retirement Planning
California
$898K +$4.38K +35 +0.4%
LGA
3135
Lebenthal Global Advisors
New York
$893K -$33.2K -265 -3%
WQ
3136
Wealth Quarterback
New Jersey
$893K +$1.05M +8,405 New
EC
3137
Enhancing Capital
Pennsylvania
$890K -$2.5K -20 -0.2%
PIFP
3138
Partners in Financial Planning
Virginia
$890K -$17.8K -142 -2%
FCAG
3139
First Capital Advisors Group
New Jersey
$888K +$1.05M +8,358 New
LCM
3140
Leisure Capital Management
California
$887K +$167K +1,335 +19%
JG
3141
Jefferies Group
New York
$886K -$5.35M -42,717 -84%
CG
3142
Corundum Group
Colorado
$883K +$184K +1,474 +22%
WAOI
3143
Wealth Advisors of Iowa
Iowa
$883K +$300K +2,400 +41%
SWP
3144
Summit Wealth Partners
Florida
$883K +$56.3K +450 +6%
VAFP
3145
Vahanian & Associates Financial Planning
New York
$882K -$315K -2,520 -23%
WCFA
3146
Walkner Condon Financial Advisors
Wisconsin
$880K +$165K +1,322 +19%
FFWM
3147
Future Financial Wealth Management
Ohio
$877K -$640K -5,111 -95%
CFA
3148
Cahill Financial Advisors
Minnesota
$877K -$20.6K -165 -2%
MSA
3149
McAlister Sweet & Associates
Texas
$873K +$35K +280 +4%
CS
3150
Cannell & Spears
New York
$871K – – –
124 125
126
127 128