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Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2626
Fountainhead AM
New Jersey
$324K – – –
COI
2627
Connable Office Inc
Michigan
$323K -$80.8K -254 -20%
HFS
2628
HBC Financial Services
Washington
$323K – – –
AWM
2629
AllSquare Wealth Management
New York
$323K +$1.91K +6 +0.6%
KCA
2630
Karn Couzens & Associates
Connecticut
$322K -$4.77K -15 -1%
AWMF
2631
Arbor Wealth Management (Florida)
Florida
$321K +$87.5K +275 +38%
TA
2632
Trellis Advisors
Washington
$320K -$1.91K -6 -0.6%
BA
2633
Bluesphere Advisors
Pennsylvania
$320K – – –
LWMG
2634
Levy Wealth Management Group
Pennsylvania
$320K +$83.3K +262 +35%
PCH
2635
PGIM Custom Harvest
New Jersey
$319K – – –
SA
2636
Sicart Associates
New York
$319K – – –
TSS
2637
Thomas Story & Son
Indiana
$319K – – –
MFM
2638
MD Financial Management
Ontario, Canada
$317K -$2.72M -8,559 -90%
LC
2639
Landaas & Company
Wisconsin
$316K -$74.1K -233 -19%
DCM
2640
Driehaus Capital Management
Illinois
$316K +$25.4K +80 +9%
SFS
2641
Summit Financial Strategies
Ohio
$316K +$79.8K +251 +34%
NC
2642
NinePointTwo Capital
California
$315K – – –
CWA
2643
Clearview Wealth Advisors
Oregon
$313K +$14.6K +46 +5%
PCM
2644
Pointe Capital Management
Michigan
$312K – – –
PWA
2645
Physician Wealth Advisors
Utah
$311K +$12.4K +39 +4%
ML
2646
McAdam LLC
Pennsylvania
$311K +$21.3K +67 +8%
DAC
2647
Dividend Assets Capital
South Carolina
$310K -$51.5K -162 -14%
DI
2648
DFPG Investments
Utah
$309K -$36.6K -115 -11%
CAN
2649
Claraphi Advisory Network
United States
$309K – – –
CPIA
2650
Cornell Pochily Investment Advisors
New York
$309K +$32.1K +101 +12%
104 105
106
107 108