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Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
1926
Matrix Private Capital Group
New York
$1.33M +$78.1K +438 +6%
IWS
1927
Insight Wealth Strategies
California
$1.33M +$78.6K +441 +6%
AMCA
1928
Arthur M. Cohen & Associates
Illinois
$1.33M +$1.78K +10 +0.1%
FIA
1929
Foundations Investment Advisors
Arizona
$1.33M +$36.4K +204 +3%
LSPW
1930
Lake Street Private Wealth
Illinois
$1.33M +$46.2K +259 +3%
KOC
1931
Koss-Olinger Consulting
Florida
$1.32M -$1.44M -8,067 -51%
AFA
1932
AllGen Financial Advisors
Florida
$1.32M -$13.7M -76,586 -91%
RIG
1933
Roosevelt Investment Group
New York
$1.32M -$1.25K -7 -0.1%
IIC
1934
Integrated Investment Consultants
Michigan
$1.32M +$12.5K +70 +0.9%
WCG
1935
Weaver Consulting Group
California
$1.32M +$15K +84 +1%
SRC
1936
Stone Run Capital
New York
$1.31M -$1.16M -6,502 -46%
FPB
1937
First PREMIER Bank
South Dakota
$1.31M – – –
MIM
1938
Merrion Investment Management
New Jersey
$1.3M +$24.2K +136 +2%
RM
1939
Resource Management
Louisiana
$1.3M +$95.5K +536 +7%
AW
1940
Alaethes Wealth
Nevada
$1.3M +$20.1K +113 +1%
BWA
1941
Bordeaux Wealth Advisors
California
$1.3M +$71.3K +400 +5%
IIM
1942
Intact Investment Management
Quebec, Canada
$1.28M +$232K +1,300 +21%
5L
1943
55I LLC
Massachusetts
$1.28M +$615K +3,449 +84%
WA
1944
WealthTrust Axiom
Pennsylvania
$1.28M – – –
FCA
1945
FLC Capital Advisors
California
$1.28M +$14.4K +81 +1%
TW
1946
TrinityPoint Wealth
Connecticut
$1.28M +$317K +1,776 +31%
FP
1947
Fiduciary Planning
Florida
$1.28M -$74K -415 -5%
CMI
1948
Clare Market Investments
Texas
$1.28M +$357K +2,001 +36%
AWM
1949
Atticus Wealth Management
Florida
$1.27M -$152K -854 -10%
BCM
1950
BCK Capital Management
Connecticut
$1.27M – – –
76 77
78
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