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Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
2076
Fortitude Advisory Group
Washington
$236K -$435K -2,114 -66%
AA
2077
Alpha Advisors
Virginia
$235K +$223K +1,084 New
SFS
2078
Summit Financial Strategies
Ohio
$235K +$223K +1,084 New
LFA
2079
Level Financial Advisors
New York
$235K – – –
GPA
2080
Garrison Point Advisors
California
$234K -$206K -1,000 -48%
PAM
2081
Paradigm Asset Management
New York
$234K – – –
PWM
2082
Prosperity Wealth Management
California
$234K +$206 +1 +0.1%
KAM
2083
KEB Asset Management
Illinois
$234K +$221K +1,077 New
AA
2084
Addison Advisors
Vermont
$234K -$32.7K -159 -13%
WDC
2085
Woodward Diversified Capital
California
$233K -$17.5K -85 -7%
JCM
2086
Jacobsen Capital Management
Utah
$233K +$1.03K +5 +0.5%
FCM
2087
Firestone Capital Management
Florida
$233K +$15.4K +75 +8%
PA
2088
Perennial Advisors
New York
$233K – – –
FCA
2089
FLC Capital Advisors
California
$232K – – –
SEM
2090
Strategic Equity Management
Arizona
$232K -$87.8K -427 -29%
SA
2091
Sunesis Advisors
Kansas
$232K – – –
KDA
2092
Kraft Davis & Associates
Missouri
$232K – – –
MIC
2093
Means Investment Company
Maine
$231K +$219K +1,066 New
SWM
2094
Stockman Wealth Management
Montana
$231K -$11.1K -54 -5%
TW
2095
Traveka Wealth
California
$230K -$26.5K -129 -11%
CWS
2096
Cypress Wealth Services
California
$230K +$218K +1,060 New
SCA
2097
Sandy Cove Advisors
Massachusetts
$229K +$1.85K +9 +0.9%
TBA
2098
Tower Bridge Advisors
Pennsylvania
$229K -$16.5K -80 -7%
SA
2099
SPG Advisors
Washington
$229K – – –
LF
2100
LifeSteps Financial
California
$228K – – –
82 83
84
85 86