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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2801
Patron Partners
Texas
$214K -$17.2K -171 -7%
FA
2802
Fountainhead AM
New Jersey
$214K +$215K +2,136 New
FCM
2803
Firestone Capital Management
Florida
$214K +$215K +2,135 New
CW
2804
Cook Wealth
North Carolina
$214K +$216K +2,139 New
LFG
2805
Lockerman Financial Group
California
$214K +$215K +2,133 New
DA
2806
Drake & Associates
Wisconsin
$213K +$215K +2,128 New
MWM
2807
Maltin Wealth Management
New Jersey
$213K +$214K +2,124 New
SGCA
2808
Steel Grove Capital Advisors
Tennessee
$212K +$214K +2,122 New
FH
2809
FWG Holdings
Florida
$212K -$233K -2,313 -52%
AAP
2810
Arax Advisory Partners
Colorado
$212K +$5.34K +53 +3%
PSIWM
2811
Paradigm Strategies in Wealth Management
Minnesota
$212K +$213K +2,116 New
FOA
2812
Five Oceans Advisors
California
$211K +$213K +2,110 New
MFA
2813
Morling Financial Advisors
California
$211K +$213K +2,110 New
CCM
2814
Compton Capital Management
Rhode Island
$211K -$466K -4,625 -69%
FA
2815
Financial Advisors
Massachusetts
$210K +$212K +2,101 New
LRIA
2816
Leonard Rickey Investment Advisors
Washington
$210K +$212K +2,099 New
RDFA
2817
Ritter Daniher Financial Advisory
Ohio
$210K – – –
AGC
2818
Aspen Grove Capital
Colorado
$210K -$48.6K -482 -19%
RCA
2819
Riverview Capital Advisers
Massachusetts
$210K +$212K +2,098 New
HIIFS
2820
Harel Insurance Investments & Financial Services
Israel
$210K -$167K -1,652 -44%
MCM
2821
Magnolia Capital Management
New York
$210K – – –
KFS
2822
Kaizen Financial Strategies
California
$210K -$2.42K -24 -1%
SWP
2823
Summit Wealth Partners
Florida
$210K -$38.2K -379 -15%
VBWMG
2824
Von Berge Wealth Management Group
California
$210K +$212K +2,103 New
LF
2825
Lee Financial
Texas
$209K -$10.3K -102 -5%
111 112
113
114 115