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Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1801
Balboa Wealth Partners
Arizona
$219K -$32.5K -316 -13%
IPW
1802
Inlet Private Wealth
Florida
$218K – – –
TRIA
1803
Trail Ridge Investment Advisors
Colorado
$218K – – –
CD
1804
Chapin Davis
Maryland
$218K -$8.22K -80 -4%
PFA
1805
Pure Financial Advisors
California
$217K -$16.5K -161 -7%
PGIM
1806
Pacific Global Investment Management
California
$216K -$33.7K -328 -14%
CBA
1807
Coastal Bridge Advisors
Connecticut
$216K +$4.11K +40 +2%
LCM
1808
LCM Capital Management
Illinois
$215K +$4.21K +41 +2%
QWM
1809
Quaker Wealth Management
New Jersey
$215K +$213K +2,074 New
BFM
1810
Boothbay Fund Management
New York
$214K -$709K -6,901 -77%
USB
1811
Union Savings Bank
Connecticut
$214K +$187K +1,816 New
CWP
1812
Cyndeo Wealth Partners
Florida
$213K +$2.67K +26 +1%
CNBTD
1813
Citizens National Bank Trust Department
Mississippi
$212K – – –
RFN
1814
RDA Financial Network
Iowa
$212K +$211K +2,050 New
TWM
1815
Triton Wealth Management
Arizona
$212K +$188K +1,832 New
CFCI
1816
Comprehensive Financial Consultants Institutional
Indiana
$212K -$9.25K -90 -4%
SPIA
1817
Strategic Point Investment Advisors
Rhode Island
$211K – – –
SWG
1818
Summit Wealth Group
Vermont
$211K -$20.6M -200,250 -99%
EWM
1819
Endurance Wealth Management
Rhode Island
$211K +$10.3K +100 +5%
CA
1820
Claro Advisors
Massachusetts
$211K +$209K +2,033 New
FCM
1821
Fourpath Capital Management
Oklahoma
$210K +$208K +2,023 New
JFGIW
1822
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$210K +$64K +623 +45%
JC
1823
JB Capital
Connecticut
$209K +$411 +4 +0.2%
EFM
1824
E Fund Management
China
$209K -$26.6K -259 -11%
BBA
1825
Braun-Bostich & Associates
Pennsylvania
$209K +$207K +2,016 New
71 72
73
74 75