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Name Holding Trade Value Shares
Change 		Change in
Stake
CLA
2151
Carnegie Lake Advisors
New Jersey
$228K +$192K +1,731 New
BFWA
2152
Benchmark Financial Wealth Advisors
Florida
$228K +$192K +1,731 New
STA
2153
Smith Thornton Advisors
Alabama
$228K +$191K +1,728 New
SCM
2154
Stevens Capital Management
Pennsylvania
$228K +$192K +1,731 New
FMI
2155
F/M Investments
District of Columbia
$228K +$191K +1,726 New
CFA
2156
Capstone Financial Advisors
Illinois
$227K +$190K +1,719 New
AB
2157
Atlas Brown
Kentucky
$226K +$190K +1,712 New
NFA
2158
Northern Financial Advisors
Michigan
$226K +$190K +1,712 New
CIM
2159
Capital Investment Management
Missouri
$226K +$190K +1,712 New
HIA
2160
Harbor Investment Advisory
Maryland
$225K +$130K +1,172 +219%
IRC
2161
Investors Research Corp
Georgia
$225K +$5.2K +47 +3%
LAM
2162
Lifestyle Asset Management
Texas
$225K +$189K +1,703 New
TA
2163
TruWealth Advisors
Louisiana
$225K -$82.8K -748 -31%
SFG
2164
SageGuard Financial Group
Tennessee
$224K +$188K +1,697 New
ATS
2165
Ashton Thomas Securities
New York
$224K +$188K +1,696 New
SIG
2166
Spinnaker Investment Group
California
$224K +$188K +1,696 New
CA
2167
Calton & Associates
Florida
$223K -$582K -5,253 -76%
LWM
2168
Liberty Wealth Management
California
$223K +$187K +1,689 New
JWM
2169
JGP Wealth Management
Oregon
$223K +$187K +1,688 New
OA
2170
Oasis Advisors
Iowa
$223K +$187K +1,692 New
HFO
2171
Heritage Family Offices
Arizona
$222K +$186K +1,682 New
CHA
2172
Cooper/Haims Advisors
New York
$221K +$186K +1,676 New
BFA
2173
Beacon Financial Advisory
Ohio
$221K +$186K +1,676 New
GS
2174
GWN Securities
Florida
$221K +$185K +1,671 New
BCM
2175
Boreal Capital Management
Florida
$220K – – –
85 86
87
88 89