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Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
2101
One Wealth Advisors
California
$400K +$35.6K +337 +9%
JFGLC
2102
Johnson Financial Group LLC (Colorado)
Colorado
$400K +$183K +1,736 +72%
JGIA
2103
Jackson Grant Investment Advisers
Connecticut
$400K -$2.43K -23 -0.6%
ZIM
2104
Zacks Investment Management
Illinois
$397K -$9.3K -88 -2%
CL
2105
CVFG LLC
Indiana
$396K +$30.2K +286 +7%
C1AG
2106
Client 1st Advisory Group
Florida
$396K +$17.6K +167 +4%
S
2107
Sunpointe
Missouri
$396K -$37.7K -357 -8%
CFA
2108
CWS Financial Advisors
Michigan
$395K +$317 +3 +0.1%
TW
2109
Titan Wealth
$393K – – –
MGCM
2110
Mane Global Capital Management
New York
$393K -$16.6M -157,055 -97%
DCM
2111
Dorato Capital Management
Colorado
$392K +$106 +1 +0%
BCP
2112
Berkeley Capital Partners
Georgia
$391K -$7.29K -69 -2%
SI
2113
Saxon Interests
Texas
$391K -$3.06K -29 -0.7%
TC
2114
TFR Capital
Texas
$391K +$46.9K +444 +12%
BVP
2115
Bristlecone Value Partners
California
$390K +$428K +4,049 New
SWM
2116
SeaCrest Wealth Management
New York
$390K -$39.6K -375 -8%
MFA
2117
McClarren Financial Advisors
Pennsylvania
$390K +$333K +3,155 +354%
OWA
2118
ORBA Wealth Advisors
Illinois
$390K -$21.1K -200 -5%
LWM
2119
Lionshead Wealth Management
New York
$388K -$5.92K -56 -1%
BFG
2120
Berger Financial Group
Minnesota
$388K -$92.6K -876 -18%
DIP
2121
Davis Investment Partners
North Carolina
$387K – – –
SPC
2122
Spirepoint Private Client
Florida
$386K +$53.4K +505 +14%
MMM
2123
Mendel Money Management
Illinois
$386K -$242K -2,285 -36%
PAS
2124
Professional Advisory Services
Florida
$386K – – –
CVA
2125
Central Valley Advisors
California
$386K +$46.1K +436 +12%
83 84
85
86 87