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Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1826
Sage Mountain Advisors
Georgia
$753K -$188K -3,929 -18%
KPW
1827
Kore Private Wealth
New York
$753K +$72K +1,504 +9%
CA
1828
Capital Advantage
California
$752K +$2.15K +45 +0.3%
MWM
1829
Madison Wealth Management
Ohio
$749K -$78K -1,630 -8%
FAG
1830
Fortitude Advisory Group
Washington
$749K -$1.68K -35 -0.2%
CFG
1831
Cooper Financial Group
California
$748K +$17.8K +371 +2%
CPA
1832
Cardiff Park Advisors
California
$748K +$21.6K +452 +3%
AA
1833
Addison Advisors
Vermont
$747K -$27.6K -576 -3%
CST
1834
Charles Schwab Trust
Nevada
$747K +$34.9K +729 +4%
SGK
1835
Steigerwald Gordon & Koch
Virginia
$745K -$383 -8 -0%
JWS
1836
Juncture Wealth Strategies
Arizona
$744K -$21K -438 -2%
EVM
1837
Evelyn V. Moreno
$744K +$613K +12,815 +276%
CAM
1838
Covenant Asset Management
New Jersey
$743K +$28.3K +592 +4%
SBF
1839
Sara-Bay Financial
Florida
$740K -$10.5K -220 -1%
MCM
1840
Maple Capital Management
Vermont
$740K +$111K +2,312 +15%
SF
1841
Symphony Financial
Texas
$739K -$56.9K -1,189 -6%
SIG
1842
Sky Investment Group
Connecticut
$739K -$574 -12 -0.1%
NB
1843
Nicolet Bankshares
Wisconsin
$737K +$365K +7,634 +79%
SOAMC
1844
Spirit of America Management Corp
New York
$736K – – –
OWA
1845
Outlook Wealth Advisors
Texas
$735K +$11.2K +235 +1%
LCM
1846
Liberty Capital Management
Michigan
$731K – – –
MA
1847
MBA Advisors
Pennsylvania
$731K – – –
JAFL
1848
Jay A. Fishman Ltd
Michigan
$729K -$105K -2,200 -11%
PVH
1849
Psagot Value Holdings
Israel
$729K +$819K +17,100 New
RFA
1850
Resurgent Financial Advisors
Georgia
$726K +$131K +2,732 +19%
72 73
74
75 76