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Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
2051
Moisand Fitzgerald Tamayo
Florida
$212K +$114K +1,141 +130%
NAS
2052
NWF Advisory Services
California
$212K -$17.4K -174 -8%
MCM
2053
Manchester Capital Management
Vermont
$211K +$51.3K +514 +34%
LAM
2054
Lewis Asset Management
California
$210K +$199K +1,999 New
ACI
2055
Alpha Cubed Investments
California
$210K -$3.59K -36 -2%
LEA
2056
Legacy Edge Advisors
New York
$209K +$199K +1,993 New
FA
2057
FF Advisors
California
$208K -$1.3K -13 -0.5%
CC
2058
Cypress Capital
Tennessee
$208K +$198K +1,982 New
HIIFS
2059
Harel Insurance Investments & Financial Services
Israel
$208K -$232K -2,323 -54%
APA
2060
Astoria Portfolio Advisors
New York
$208K -$19.6K -197 -8%
NCMW
2061
Northern Capital Management (Washington)
Washington
$208K +$197K +1,976 New
APG
2062
Abacus Planning Group
South Carolina
$207K -$70.4K -706 -26%
NPFS
2063
Novak & Powell Financial Services
Florida
$207K +$196K +1,968 New
CPRC
2064
Consolidated Portfolio Review Corp
New York
$206K +$196K +1,965 New
WIC
2065
Woodmont Investment Counsel
Tennessee
$206K +$196K +1,965 New
GEA
2066
Glen Eagle Advisors
New Jersey
$206K -$1.9K -19 -1%
CMS
2067
Capital Market Strategies
Florida
$205K +$195K +1,955 New
SC
2068
Schiavi & Co
Delaware
$205K -$22.4K -225 -10%
HA
2069
Herold Advisors
New York
$205K -$27.4K -275 -12%
JTWM
2070
Jackson Thornton Wealth Management
Alabama
$205K +$230K +2,302 New
AF
2071
Atala Financial
California
$204K – – –
MFGM
2072
Marshall Financial Group (Maryland)
Maryland
$204K +$193K +1,940 New
JCFM
2073
JBR Co Financial Management
Oklahoma
$203K +$193K +1,934 New
WCP
2074
Welch Capital Partners
New York
$203K +$193K +1,936 New
AWM
2075
Ariadne Wealth Management
California
$203K -$212K -2,124 -48%
81 82
83
84 85