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Name Holding Trade Value Shares
Change 		Change in
Stake
PA
2551
PSI Advisors
Florida
$830K -$278K -1,493 -23%
WAG
2552
Winthrop Advisory Group
Massachusetts
$830K +$44.3K +238 +5%
FAOAI
2553
Fund Advisors of America Inc
Florida
$830K -$9.68K -52 -1%
V
2554
ViaWealth
Kansas
$829K -$20.5K -110 -2%
AAI
2555
American Assets Inc
California
$829K – – –
TIM
2556
Timelo Investment Management
Ontario, Canada
$829K +$931K +5,000 New
WFA
2557
WestHill Financial Advisors
California
$828K -$186 -1 -0%
SA
2558
Sacks & Associates
New Jersey
$828K -$113K -606 -13%
AFCM
2559
Applied Finance Capital Management
Puerto Rico
$826K -$203K -1,091 -18%
VW
2560
Vantus Wealth
Pennsylvania
$826K +$928K +4,984 New
SIM
2561
Samara Investment Management
Oregon
$826K -$259K -1,391 -22%
NWM
2562
Northcape Wealth Management
New York
$826K +$6.89K +37 +0.7%
AP
2563
Atwood & Palmer
Missouri
$824K -$20.5K -110 -2%
CC
2564
Clearwave Capital
California
$823K +$86.2K +463 +10%
MWM
2565
Moulton Wealth Management
Washington
$822K +$372 +2 +0%
SPA
2566
Shore Point Advisors
New Jersey
$821K – – –
DOA
2567
D'Orazio & Associates
Virginia
$820K +$7.07K +38 +0.8%
LWM
2568
Langley Wealth Management
Mississippi
$819K +$920K +4,943 New
SWASL
2569
Spartan Wealth Advisory Services LLC
Michigan
$819K -$22K -118 -2%
SP
2570
Successful Portfolios
Florida
$818K -$186 -1 -0%
WRPWM
2571
Werba Rubin Papier Wealth Management
California
$816K -$33.3K -179 -4%
DAM
2572
Diamant Asset Management
Connecticut
$815K -$203M -1,091,030 -100%
TSW
2573
Three Seasons Wealth
Utah
$815K +$3.72K +20 +0.4%
AA
2574
Altrafin AG
$813K +$913K +4,905 New
EFA
2575
Evernest Financial Advisors
Indiana
$813K -$10.8K -58 -1%
101 102
103
104 105