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Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1801
Traphagen Investment Advisors
New Jersey
$301K +$2.25K +10 +0.7%
ACA
1802
Affinity Capital Advisors
California
$300K -$83.6K -371 -21%
SCG
1803
Sonata Capital Group
Washington
$300K +$50.5K +224 +19%
NG
1804
Novem Group
New York
$298K -$718K -3,184 -70%
CIG
1805
Cairn Investment Group
Washington
$298K – – –
MCM
1806
Morton Capital Management
California
$297K – – –
KCFA
1807
Key Client Fiduciary Advisors
New Jersey
$297K – – –
MCCP
1808
Mission Creek Capital Partners
California
$296K +$928K +4,118 New
KCM
1809
KRS Capital Management
Michigan
$296K +$91.3K +405 +42%
AWA
1810
Acorn Wealth Advisors
Michigan
$296K +$451 +2 +0.1%
QC
1811
Quent Capital
New York
$296K +$14.4K +64 +5%
PAM
1812
PCG Asset Management
New Jersey
$296K -$16.9K -75 -5%
PMG
1813
ProVise Management Group
Florida
$296K +$61.1K +271 +25%
CFA
1814
Cahill Financial Advisors
Minnesota
$296K +$64.7K +287 +27%
KFA
1815
Kapstone Financial Advisors
Ohio
$295K -$57.3K -254 -16%
HL
1816
HeadInvest LLC
Maine
$294K -$15.8K -70 -5%
BFG
1817
Beacon Financial Group
Texas
$293K +$306K +1,359 New
SFGP
1818
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$293K +$1.58K +7 +0.5%
MWP
1819
Meridian Wealth Partners
Pennsylvania
$293K -$100K -445 -25%
HCM
1820
Hollencrest Capital Management
California
$291K +$34.7K +154 +13%
DAM
1821
Deltec Asset Management
New York
$291K – – –
AFA
1822
AA Financial Advisors
Ohio
$291K +$304K +1,349 New
PWA
1823
Physician Wealth Advisors
Utah
$291K +$29.8K +132 +11%
LFS
1824
Littlejohn Financial Services
Oregon
$291K -$19.4K -86 -6%
WW
1825
Waterfront Wealth
Kansas
$290K +$1.58K +7 +0.5%
71 72
73
74 75