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Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2451
Collaborative Wealth Management
Florida
$301K +$35.1K +298 +13%
BCM
2452
Brookmont Capital Management
Texas
$301K +$36.9K +313 +14%
AAS
2453
Annex Advisory Services
Wisconsin
$301K -$238K -2,019 -43%
OCM
2454
Osterweis Capital Management
California
$300K -$40.6K -345 -12%
CIP
2455
Convergence Investment Partners
Florida
$300K +$3.18K +27 +1%
WFA
2456
Wellspring Financial Advisors
Ohio
$299K -$7.66K -65 -2%
OAM
2457
Occidental Asset Management
California
$299K -$26.1K -222 -8%
CWA
2458
Centerline Wealth Advisors
Kentucky
$299K +$41.7K +354 +16%
RFN
2459
RDA Financial Network
Iowa
$299K -$5.89K -50 -2%
CRWM
2460
Castle Rock Wealth Management
California
$299K -$16.1K -137 -5%
DWP
2461
Destiny Wealth Partners
Florida
$299K -$29.9K -254 -9%
AFW
2462
Avantra Family Wealth
Pennsylvania
$299K +$308K +2,611 New
SLC
2463
Second Line Capital
Louisiana
$299K – – –
IA
2464
Insight Advisors
Pennsylvania
$299K -$4.71K -40 -2%
NECFA
2465
New England Capital Financial Advisors
Connecticut
$298K +$471 +4 +0.2%
WE
2466
Wealth Effects
Massachusetts
$298K -$8.24K -70 -3%
BWCS
2467
Beirne Wealth Consulting Services
Connecticut
$298K +$306K +2,599 New
WBG
2468
Wharton Business Group
Pennsylvania
$297K – – –
MW
2469
MBL Wealth
North Carolina
$297K +$2.24K +19 +0.7%
QFA
2470
Quantum Financial Advisors
California
$296K +$37.6K +319 +14%
TCOTS
2471
Trust Company of the South
North Carolina
$296K +$17.8K +151 +6%
ACA
2472
Ackerman Capital Advisors
Texas
$296K – – –
QIM
2473
Quest Investment Management
Oregon
$296K +$2.59K +22 +0.9%
FGP
2474
Freestone Grove Partners
California
$296K +$304K +2,581 New
CA
2475
Claris Advisors
Missouri
$294K – – –
97 98
99
100 101