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Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
4001
Councilmark Asset Management
Tennessee
$878K +$813K +4,870 New
2L
4002
25 LLC
Missouri
$878K +$232K +1,388 +40%
TPWM
4003
Twelve Points Wealth Management
Massachusetts
$877K -$78.3K -469 -9%
AWA
4004
Adapt Wealth Advisors
Georgia
$876K +$811K +4,859 New
TC
4005
Trilogy Capital
California
$876K +$13.9K +83 +2%
CIA
4006
Caerus Investment Advisors
Texas
$876K +$39.9K +239 +5%
EW
4007
Element Wealth
Mississippi
$872K -$37.6K -225 -4%
GCAC
4008
Guardian Capital Advisors (Canada)
Ontario, Canada
$871K -$167K -1,000 -17%
FWM
4009
ForthRight Wealth Management
Georgia
$868K – – –
NVIM
4010
New Vernon Investment Management
Illinois
$867K – – –
BFS
4011
Burkett Financial Services
South Carolina
$867K +$66.8K +400 +9%
PFA
4012
Pathway Financial Advisors
Vermont
$863K +$33.4K +200 +4%
CWA
4013
Clarus Wealth Advisors
Arizona
$862K -$28K -168 -3%
AFTS
4014
American Financial & Tax Strategies
New York
$862K – – –
VCM
4015
Versant Capital Management
Arizona
$862K -$20.2K -121 -2%
TFM
4016
Trademark Financial Management
Minnesota
$860K -$45.6K -273 -5%
SAS
4017
Stelac Advisory Services
New York
$858K – – –
CWM
4018
Cabot Wealth Management
Massachusetts
$858K +$13.4K +80 +2%
WAM
4019
Winslow Asset Management
Ohio
$856K – – –
NAMM
4020
NorthStar Asset Management (Massachusetts)
Massachusetts
$853K -$55.1K -330 -7%
PDM
4021
Penn Davis McFarland
Texas
$852K – – –
IWA
4022
IVC Wealth Advisors
Pennsylvania
$852K +$40.6K +243 +5%
CCP
4023
Carmel Capital Partners
California
$852K -$49.2K -295 -6%
EWA
4024
Emergent Wealth Advisors
New York
$851K +$184K +1,102 +30%
DIP
4025
Davis Investment Partners
North Carolina
$851K +$30.9K +185 +4%
159 160
161
162 163