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Name Holding Trade Value Shares
Change 		Change in
Stake
C
2601
CEDRUS
Colorado
$605K +$555K +1,457 New
FI
2602
Fosun International
China
$604K – – –
WS
2603
Wela Strategies
Georgia
$604K +$1.14K +3 +0.2%
NAG
2604
Northstar Advisory Group
New Jersey
$603K +$553K +1,453 New
OCM
2605
Objective Capital Management
Ohio
$603K +$554K +1,454 New
BLAM
2606
Bourne Lent Asset Management
New York
$602K – – –
FA
2607
Fermata Advisors
California
$600K -$761 -2 -0.1%
MPCL
2608
My Personal CFO LLC
Washington
$600K +$550K +1,445 New
AA
2609
Aire Advisors
California
$600K +$550K +1,446 New
MA
2610
Mezzasalma Advisors
New Jersey
$598K – – –
DCM
2611
DGS Capital Management
New Jersey
$596K +$547K +1,436 New
CCM
2612
Compass Capital Management
Minnesota
$593K – – –
LJHT
2613
Laurie J. Hall Trustee
$593K – – –
APW
2614
Austin Private Wealth
Texas
$592K -$19.4K -51 -3%
CIA
2615
Cladis Investment Advisory
Montana
$588K +$540K +1,418 New
LIG
2616
Lokken Investment Group
Delaware
$588K +$381 +1 +0.1%
OFW
2617
Omnia Family Wealth
Florida
$588K +$381 +1 +0.1%
AAM
2618
Austin Asset Management
Texas
$588K +$539K +1,416 New
WA
2619
Wealthstream Advisors
New York
$588K +$540K +1,418 New
CCA
2620
Conservest Capital Advisors
Pennsylvania
$586K +$1.52K +4 +0.3%
IF
2621
Insight Folios
North Carolina
$586K +$40.4K +106 +8%
GCWM
2622
Graham Capital Wealth Management
District of Columbia
$585K +$536K +1,408 New
CC
2623
Commons Capital
Massachusetts
$585K +$537K +1,410 New
MFP
2624
Meridian Financial Partners
Virginia
$584K -$15.2K -40 -2%
AP
2625
Adero Partners
California
$582K -$42.6K -112 -7%
103 104
105
106 107