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Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1826
Copperwynd Financial
Arizona
$832K +$91.2K +1,921 +13%
BFM
1827
Boothbay Fund Management
New York
$832K +$831K +17,503 New
TWP
1828
Tyche Wealth Partners
Texas
$831K -$137K -2,888 -14%
KFA
1829
Kapstone Financial Advisors
Ohio
$828K -$104K -2,183 -11%
GCA
1830
Gradient Capital Advisors
California
$828K -$59.6K -1,255 -7%
CHP
1831
Cable Hill Partners
Oregon
$828K -$89.9K -1,893 -10%
SWM
1832
Sterling Wealth Management
Illinois
$827K – – –
FAFN
1833
First Affirmative Financial Network
Colorado
$826K +$91.3K +1,923 +12%
EGA
1834
E&G Advisors
Texas
$823K – – –
AIM
1835
Athena Investment Management
California
$823K +$35K +738 +4%
ACM
1836
Allred Capital Management
Texas
$820K +$10.6K +223 +1%
BCM
1837
BluePath Capital Management
Georgia
$820K +$258K +5,428 +46%
AA
1838
Addison Advisors
Vermont
$818K +$60.8K +1,281 +8%
HFM
1839
Hartford Funds Management
Pennsylvania
$818K +$28K +590 +4%
MPPLM
1840
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$816K -$10.9K -230 -1%
GPA
1841
Garrison Point Advisors
California
$816K -$25.6K -539 -3%
CPA
1842
Cardiff Park Advisors
California
$814K +$95 +2 +0%
FAT
1843
First American Trust
California
$813K -$28.7K -604 -3%
OAM
1844
Occidental Asset Management
California
$813K -$47.1K -992 -5%
PG
1845
Proffitt & Goodson
Tennessee
$806K -$1.04K -22 -0.1%
LCM
1846
Laurion Capital Management
New York
$806K +$806K +16,969 New
PWM
1847
Paulson Wealth Management
Illinois
$806K -$522 -11 -0.1%
GFS
1848
GYL Financial Synergies
Connecticut
$805K -$1.3M -27,446 -62%
CA
1849
Capital Advantage
California
$805K – – –
AIA
1850
Affinity Investment Advisors
California
$805K -$1.85K -39 -0.2%
72 73
74
75 76