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Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
2501
Lawrence B. Cohen
$362K – – –
TWP
2502
Tempus Wealth Planning
California
$360K -$14.8K -54 -4%
MAM
2503
Mark Asset Management
New York
$360K – – –
SCM
2504
Stonehearth Capital Management
Massachusetts
$359K – – –
CF
2505
Corrigan Financial
Rhode Island
$359K +$7.42K +27 +2%
AF
2506
AtlasMark Financial
Texas
$359K – – –
CCA
2507
Conservest Capital Advisors
Pennsylvania
$358K +$1.1K +4 +0.3%
WQ
2508
Wealth Quarterback
New Jersey
$358K +$11.3K +41 +3%
CWP
2509
Concord Wealth Partners
Virginia
$358K +$370K +1,346 New
UWM
2510
Urban Wealth Management
California
$358K +$371K +1,348 New
FRA
2511
Front Row Advisors
California
$356K – – –
SAM
2512
Stansberry Asset Management
Texas
$356K +$49.2K +179 +15%
WA
2513
Wealth Architects
California
$355K +$3.57K +13 +1%
AWA
2514
Alta Wealth Advisors
Massachusetts
$355K +$367K +1,336 New
CCT
2515
Capital City Trust
Florida
$354K – – –
FWP
2516
Firethorn Wealth Partners
Georgia
$354K +$366K +1,331 New
CCA
2517
Cadent Capital Advisors
Oklahoma
$353K +$365K +1,329 New
STA
2518
Summit Trail Advisors
New York
$352K -$294K -1,071 -45%
LWA
2519
Lenox Wealth Advisors
New York
$352K -$19.8K -72 -5%
TSWM
2520
Triangle Securities Wealth Management
North Carolina
$352K -$13.7K -50 -4%
FWSM
2521
First Wilshire Securities Management
California
$352K – – –
SLA
2522
Silver Lake Advisory
Utah
$352K – – –
PMG
2523
Private Management Group
California
$352K +$140K +510 +62%
VI
2524
Versor Investments
New York
$351K -$544K -1,979 -60%
SAM
2525
SignalPoint Asset Management
Missouri
$351K +$11.8K +43 +3%
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101
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