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Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
1701
Fortitude Family Office
Arizona
$27.5K -$37.2K -637 -59%
SHIM
1702
Stone House Investment Management
Pennsylvania
$27.4K -$6.77K -116 -21%
BWAM
1703
Boyd Watterson Asset Management
Ohio
$27.4K – – –
LIS
1704
Legacy Investment Solutions
Idaho
$27.1K +$29.2K +500 New
LWMI
1705
Legacy Wealth Management (Idaho)
Idaho
$27.1K +$29.2K +500 New
HWM
1706
Hemington Wealth Management
Virginia
$27K +$28.8K +493 New
CPG
1707
Cornerstone Planning Group
New Jersey
$26.2K -$1.46K -25 -5%
CT
1708
Caldwell Trust
Florida
$26K +$17.1K +293 +244%
PP
1709
Pacifica Partners
Canada
$25.8K +$8.69K +149 +57%
ANBT
1710
American National Bank & Trust
Texas
$25.2K -$106K -1,817 -82%
EWP
1711
Elevation Wealth Partners
California
$25.2K – – –
AS
1712
Altshuler Shaham
Israel
$25K -$4.55K -78 -16%
CP
1713
Castleview Partners
Texas
$25K +$175 +3 +0.8%
BCMLT
1714
Beacon Capital Management LLC (Tennessee)
Tennessee
$24.5K – – –
MCM
1715
MidAtlantic Capital Management
Virginia
$24.5K – – –
CA
1716
Centerpoint Advisors
Massachusetts
$23K -$107K -1,838 -84%
DF
1717
Dunhill Financial
United Kingdom
$22.7K +$9.98K +171 +90%
FDCP
1718
Foster Dykema Cabot & Partners
Massachusetts
$22.6K -$17.5K -300 -45%
CAM
1719
Chesapeake Asset Management
New York
$22K -$5.66K -97 -22%
SRCM
1720
Signature Resources Capital Management
California
$22K – – –
GFL
1721
Granite FO LLC
New Hampshire
$22K +$20.4K +350 New
JGIA
1722
Jackson Grant Investment Advisers
Connecticut
$21.9K – – –
CC
1723
Centiva Capital
New York
$21.9K -$351K -6,020 -95%
BIA
1724
Bell Investment Advisors
California
$21.6K +$175 +3 +0.9%
FWM
1725
FSA Wealth Management
Massachusetts
$21.5K +$20K +342 New
67 68
69
70 71