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Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
2651
Seaview Investment Managers
Florida
$34K +$34.7K +128 New
SWM
2652
Selective Wealth Management
Virginia
$33K -$5.69K -21 -15%
FFW
2653
Fusion Family Wealth
New York
$32K -$38.7K -143 -56%
CAM
2654
Cacti Asset Management
Georgia
$27K – – –
QCMC
2655
Quantum Capital Management (California)
California
$27K – – –
RIA
2656
RPG Investment Advisory
California
$26K – – –
MAM
2657
Marquette Asset Management
Minnesota
$25K – – –
RWG
2658
Regal Wealth Group
California
$18K – – –
SA
2659
SRH Advisors
Kansas
$18K +$271 +1 +2%
TJHA
2660
Thomas J. Herzfeld Advisors
Florida
$16K – – –
CWAF
2661
Core Wealth Advisors (Florida)
Florida
$16K +$15.2K +56 New
WAS
2662
Winch Advisory Services
Wisconsin
$15K +$1.9K +7 +15%
TWP
2663
TFO Wealth Partners
Ohio
$15K +$7.58K +28 +112%
HF
2664
Halpern Financial
Virginia
$15K -$271 -1 -2%
FA
2665
Financial Advantage
Maryland
$13K – – –
LAM
2666
Lountzis Asset Management
Pennsylvania
$11K – – –
AWA
2667
Artemis Wealth Advisors
New York
$8.94K +$8.67K +32 New
AS
2668
Altshuler Shaham
Israel
$7K -$542 -2 -7%
LGWM
2669
Litman Gregory Wealth Management
California
$6K +$6.23K +23 New
MIM
2670
Macroview Investment Management
Maryland
$4K +$1.35K +5 +56%
UFF
2671
USA Financial Formulas
Michigan
$4K +$1.9K +7 +117%
PFG
2672
Pacific Financial Group
Washington
$4K +$3.79K +14 New
TFA
2673
Transamerica Financial Advisors
Florida
$2K -$317K -1,170 -100%
IAS
2674
IMA Advisory Services
Colorado
$2K +$1.63K +6 New
F
2675
F3Logic
Minnesota
$450 -$271 -1 -0.1%
105 106
107
108 109