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Name Holding Trade Value Shares
Change 		Change in
Stake
NC
2401
NovaPoint Capital
Georgia
$208K +$202K +4,344 New
MF
2402
Manchester Financial
California
$207K -$39.5K -850 -16%
OIWM
2403
OptiFour Integrated Wealth Management
Virginia
$207K – – –
BCM
2404
Blume Capital Management
California
$204K -$232K -5,000 -54%
BFM
2405
Boothbay Fund Management
New York
$204K +$197K +4,249 New
CAM
2406
Concorde Asset Management
Michigan
$204K +$198K +4,259 New
SIM
2407
Stratos Investment Management
Ohio
$203K -$35.4K -761 -15%
AC
2408
AlphaCore Capital
California
$203K +$197K +4,234 New
TI
2409
Truehand Inc
New Hampshire
$202K – – –
QCIG
2410
Quad-Cities Investment Group
Iowa
$201K -$46.2K -994 -19%
JC
2411
Jentner Corp
Ohio
$201K – – –
GA
2412
Gateway Advisory
New Jersey
$201K +$186 +4 +0.1%
TAM
2413
Townsend Asset Management
North Carolina
$200K +$194K +4,177 New
RAM
2414
Riggs Asset Management
Pennsylvania
$199K – – –
AA
2415
Advisory Alpha
Michigan
$192K +$61.3K +1,319 +49%
KBFS
2416
Kohmann Bosshard Financial Services
Ohio
$192K – – –
SL
2417
Savior LLC
Massachusetts
$190K +$184K +3,968 New
SA
2418
SRH Advisors
Kansas
$187K – – –
CWP
2419
CFM Wealth Partners
Texas
$185K +$176K +3,777 New
WCG
2420
Weaver Consulting Group
California
$184K -$4.65K -100 -3%
TIM
2421
Tortoise Investment Management
New York
$180K +$883 +19 +0.5%
TF
2422
TimeScale Financial
Massachusetts
$175K -$83.2K -1,789 -33%
TWP
2423
TFO Wealth Partners
Ohio
$172K +$167K +3,601 New
MUS
2424
Mitsubishi UFJ Securities
Japan
$170K – – –
SWM
2425
Sugarloaf Wealth Management
Georgia
$164K +$166K +3,574 New
95 96
97
98 99