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Name Holding Trade Value Shares
Change 		Change in
Stake
PVWM
2176
Point View Wealth Management
New Jersey
$689K -$31.4K -225 -5%
F
2177
Filament
Washington
$687K -$24.1K -173 -4%
PFA
2178
Pure Financial Advisors
California
$685K +$63.1K +452 +11%
SSA
2179
South Street Advisors
New York
$681K – – –
BWM
2180
Buckley Wealth Management
Nevada
$680K -$6.42K -46 -1%
CBFP
2181
Cedar Brook Financial Partners
Ohio
$676K -$228K -1,636 -26%
LC
2182
Lindbrook Capital
California
$676K +$35.9K +257 +6%
FFS
2183
Founders Financial Securities
Maryland
$675K +$166K +1,192 +34%
LWM
2184
Lyons Wealth Management
Florida
$673K +$2.51K +18 +0.4%
BWP
2185
Bernardo Wealth Planning
Pennsylvania
$666K +$4.88K +35 +0.8%
BMCM
2186
Bryn Mawr Capital Management
Pennsylvania
$666K +$211K +1,515 +49%
RZH
2187
Relyea Zuckerberg Hanson
Connecticut
$666K +$642K +4,603 New
WA
2188
WP Advisors
California
$662K +$6.98K +50 +1%
FSG
2189
Financial Strategies Group
Michigan
$662K +$639K +4,580 New
JWBC
2190
John W. Bristol & Co
New York
$661K +$126K +900 +25%
SIAG
2191
Signet Investment Advisory Group
Rhode Island
$660K -$5.03K -36 -0.8%
AWA
2192
Acorn Wealth Advisors
Michigan
$660K +$14K +100 +2%
MTC
2193
McDaniel Terry & Co
Texas
$659K -$31.4K -225 -5%
CF
2194
Copperwynd Financial
Arizona
$659K +$9.07K +65 +1%
MPWT
2195
MassMutual Private Wealth & Trust
Connecticut
$658K +$59.6K +427 +10%
ATWA
2196
Arbor Trust Wealth Advisors
Michigan
$656K +$629K +4,508 New
SEEDPG
2197
S.E.E.D. Planning Group
New York
$656K +$633K +4,534 New
VFM
2198
Vivid Financial Management
California
$656K +$649K +4,649 New
FCA
2199
FLC Capital Advisors
California
$654K +$32.5K +233 +5%
JIP
2200
Jaffetilchin Investment Partners
Florida
$653K -$101K -724 -14%
86 87
88
89 90