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Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1601
WrapManager Inc
California
$433K -$56.8K -276 -12%
AA
1602
Aire Advisors
California
$432K +$48.3K +235 +13%
LWM
1603
Liberty Wealth Management
California
$431K +$16K +78 +4%
FLPIM
1604
F.L. Putnam Investment Management
Massachusetts
$430K -$120K -582 -23%
HR
1605
Howe & Rusling
New York
$429K +$36.4K +177 +10%
SWGC
1606
Summit Wealth Group (Colorado)
Colorado
$429K +$406K +1,974 New
AA
1607
Altrafin AG
$428K – – –
CPCM
1608
Cardinal Point Capital Management
Ontario, Canada
$428K +$12.3K +60 +3%
LFS
1609
Lighthouse Financial Services
California
$427K +$405K +1,968 New
BWL
1610
Bogart Wealth LLC
Virginia
$427K +$70.1K +341 +21%
RCI
1611
RS Crum Inc
California
$426K – – –
CAM
1612
Columbia Asset Management
Michigan
$426K – – –
AWM
1613
Avaii Wealth Management
Wisconsin
$426K +$164K +797 +68%
TDB
1614
Thompson David Blair
$426K +$403K +1,960 New
IP
1615
Indivisible Partners
Florida
$425K +$403K +1,958 New
PTB
1616
Pioneer Trust Bank
Oregon
$423K – – –
FFG
1617
Fortem Financial Group
California
$423K +$401K +1,950 New
SWA
1618
Sax Wealth Advisors
New Jersey
$422K +$10.5K +51 +3%
POIA
1619
Pin Oak Investment Advisors
Texas
$422K – – –
HVIA
1620
Hudson Valley Investment Advisors
New York
$422K -$231K -1,122 -37%
BMM
1621
Berkshire Money Management
Massachusetts
$420K +$398K +1,936 New
SP
1622
SmartHarvest Portfolios
Washington
$420K +$398K +1,934 New
CICI
1623
Capital Investment Counsel Inc
North Carolina
$418K -$61.7K -300 -13%
FAN
1624
Financial Advisors Network
California
$417K +$1.44K +7 +0.4%
JAG
1625
Journey Advisory Group
Kentucky
$416K -$24.7K -120 -6%
63 64
65
66 67