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Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2401
Sound Income Strategies
Florida
$88K +$31.5K +282 +55%
HIIFS
2402
Harel Insurance Investments & Financial Services
Israel
$83K -$545K -4,879 -87%
NWA
2403
New World Advisors
Massachusetts
$83K +$83.6K +748 New
LF
2404
Lee Financial
Texas
$82K +$8.27K +74 +11%
RFWA
2405
RPg Family Wealth Advisory
Massachusetts
$81.3K – – –
KFS
2406
Kelly Financial Services
Massachusetts
$79.1K +$79.7K +713 New
TCCM
2407
Timber Creek Capital Management
Massachusetts
$79K +$18.6K +166 +30%
SIA
2408
SeaBridge Investment Advisors
New Jersey
$78K +$8.83K +79 +13%
BC
2409
Barnett & Company
Tennessee
$75K – – –
CWM
2410
Catamount Wealth Management
Connecticut
$75K – – –
PAM
2411
Paradigm Asset Management
New York
$72.2K +$5.59K +50 +8%
SHJ
2412
Sharkey, Howes & Javer
Colorado
$71K +$23.1K +207 +48%
CWM
2413
Cranbrook Wealth Management
Michigan
$69K – – –
TA
2414
Thor Advisors
New York
$69K +$69.2K +619 New
IRC
2415
Investors Research Corp
Georgia
$68K +$68.2K +610 New
LWA
2416
Lenox Wealth Advisors
New York
$64K +$5.37K +48 +9%
CAL
2417
Capital Advisors Ltd
Ohio
$62K +$6.59K +59 +12%
SL
2418
Salomon & Ludwin
Virginia
$60K +$14.3K +128 +31%
SCM
2419
Shelton Capital Management
Colorado
$59.9K -$4.43M -39,637 -86%
ST
2420
Somerset Trust
Pennsylvania
$56K +$41.1K +368 +279%
LWA
2421
Lowe Wealth Advisors
Maryland
$54K -$234K -2,094 -81%
IWA
2422
Intercontinental Wealth Advisors
Texas
$52K – – –
RTC
2423
Riverview Trust Company
Washington
$49K – – –
APC
2424
Aspire Private Capital
North Carolina
$49K +$2.12K +19 +5%
PCMK
2425
Paragon Capital Management (Kansas)
Kansas
$49K +$49.1K +439 New
95 96
97
98 99