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