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Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2801
Maltin Wealth Management
New Jersey
$299K +$144 +1 +0.1%
LWA
2802
Lenox Wealth Advisors
New York
$299K +$7.89K +55 +3%
XM
2803
XTX Markets
New York
$298K +$236K +1,645 New
FSCM
2804
Front Street Capital Management
Montana
$297K +$235K +1,637 New
AWM
2805
Alterna Wealth Management
Texas
$296K -$46.9K -327 -17%
GPA
2806
Guidance Point Advisors
Massachusetts
$295K -$26.8K -187 -10%
WFA
2807
WestHill Financial Advisors
California
$294K +$233K +1,625 New
TI
2808
Truehand Inc
New Hampshire
$292K – – –
CCM
2809
Cribstone Capital Management
Maine
$291K +$144K +1,000 +164%
SAMC
2810
Spectrum Asset Management (California)
California
$291K +$230K +1,604 New
HA
2811
HYA Advisors
Missouri
$290K +$230K +1,599 New
BMCM
2812
Black Maple Capital Management
Wisconsin
$290K +$230K +1,600 New
BLAM
2813
Bourne Lent Asset Management
New York
$290K +$230K +1,600 New
PIM
2814
Profit Investment Management
Maryland
$290K +$230K +1,600 New
TW
2815
Transform Wealth
Colorado
$289K -$530K -3,690 -70%
TCWM
2816
Total Clarity Wealth Management
Illinois
$289K +$229K +1,593 New
FAG
2817
Financial Advisory Group
Texas
$288K +$228K +1,590 New
DJYG
2818
David J. Yvars Group
Florida
$288K +$228K +1,591 New
RCM
2819
Requisite Capital Management
Texas
$286K -$103K -721 -31%
WCM
2820
Washburn Capital Management
Florida
$285K +$226K +1,574 New
CWM
2821
Curi Wealth Management
North Carolina
$284K +$226K +1,573 New
DSAM
2822
Dock Street Asset Management
Florida
$283K -$908K -6,326 -80%
RWRC
2823
R.W. Roge & Company
New York
$283K +$224K +1,561 New
DW
2824
Domani Wealth
Pennsylvania
$282K -$181K -1,258 -45%
AWM
2825
AllSquare Wealth Management
New York
$282K -$14.4K -100 -6%
111 112
113
114 115