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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1801
AlphaCentric Advisors
Puerto Rico
$259K -$32.5K -280 -11%
BWM
1802
Baystate Wealth Management
Massachusetts
$259K -$4.64K -40 -2%
QFA
1803
Quantum Financial Advisors
California
$259K – – –
LCM
1804
LCM Capital Management
Illinois
$258K +$9.06K +78 +4%
RWB
1805
RMR Wealth Builders
New Jersey
$258K -$12.2K -105 -5%
GG
1806
GenWealth Group
New Jersey
$258K – – –
GWM
1807
Gray Wealth Management
Maine
$258K +$250K +2,152 New
HA
1808
Herold Advisors
New York
$258K +$232 +2 +0.1%
KWMG
1809
King Wealth Management Group
Florida
$257K – – –
SFI
1810
SPC Financial Inc
Maryland
$257K – – –
OCM
1811
One Capital Management
California
$256K -$29K -250 -10%
FMN
1812
Financial Management Network
California
$255K +$262K +2,253 New
PGWM
1813
Parisi Gray Wealth Management
New Jersey
$255K +$247K +2,125 New
CAMG
1814
CWA Asset Management Group
Florida
$254K -$76.4K -658 -24%
QPWM
1815
Quadrant Private Wealth Management
Pennsylvania
$254K -$47.1K -406 -16%
TLP
1816
Trinity Legacy Partners
Texas
$253K -$19.9K -171 -7%
HCM
1817
Hengehold Capital Management
Ohio
$252K +$245K +2,106 New
IPW
1818
Inlet Private Wealth
Florida
$252K – – –
LRIA
1819
Leonard Rickey Investment Advisors
Washington
$252K +$245K +2,106 New
TRIA
1820
Trail Ridge Investment Advisors
Colorado
$252K – – –
FWTB
1821
First Western Trust Bank
Colorado
$250K -$6.62K -57 -3%
CBA
1822
Coastal Bridge Advisors
Connecticut
$250K +$348 +3 +0.1%
PGIM
1823
Pacific Global Investment Management
California
$248K -$1.86K -16 -0.8%
DFCM
1824
Dark Forest Capital Management
Puerto Rico
$247K +$240K +2,065 New
PIP
1825
Peachtree Investment Partners
Florida
$246K -$34.6K -298 -13%
71 72
73
74 75