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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2701
Crumly & Associates
Illinois
$240K +$1.37K +5 +0.6%
JGUA
2702
John G. Ullman & Associates
New York
$239K – – –
SC
2703
Saybrook Capital
North Carolina
$239K – – –
SCM
2704
Seascape Capital Management
New Hampshire
$239K +$20.6K +75 +9%
PHM
2705
Prospect Hill Management
New Jersey
$239K +$247K +900 New
C1AG
2706
Client 1st Advisory Group
Florida
$238K – – –
ML
2707
McAdam LLC
Pennsylvania
$238K +$2.2K +8 +0.9%
WMA
2708
Wealth Management Associates
New Jersey
$237K -$538K -1,956 -69%
CA
2709
Continuum Advisory
Idaho
$237K +$24.7K +90 +11%
FWM
2710
ForthRight Wealth Management
Georgia
$237K +$245K +893 New
NFP
2711
Novak Financial Planning
Maryland
$237K +$246K +894 New
SAM
2712
Shone Asset Management
California
$236K – – –
CFAM
2713
Center For Asset Management
Florida
$236K +$244K +887 New
HFA
2714
High Falls Advisors
New York
$235K +$243K +885 New
GCMG
2715
Gyroscope Capital Management Group
Florida
$234K – – –
FWM
2716
Focused Wealth Management
New York
$234K +$55.8K +203 +30%
OAMG
2717
Odey Asset Management Group
United Kingdom
$234K +$242K +881 New
AWS
2718
AJ Wealth Strategies
New York
$233K -$1.65K -6 -0.7%
AAM
2719
Augustine Asset Management
Florida
$232K +$5.22K +19 +2%
JFG
2720
JMG Financial Group
Illinois
$232K +$6.05K +22 +3%
LWP
2721
Legacy Wealth Planning
Nevada
$232K +$13.2K +48 +6%
FCM
2722
Fortis Capital Management
Washington
$231K +$239K +870 New
MF
2723
Montis Financial
Massachusetts
$230K +$231K +839 New
WWP
2724
Waypoint Wealth Partners
California
$230K +$238K +866 New
KBFS
2725
Kohmann Bosshard Financial Services
Ohio
$229K -$275 -1 -0.1%
107 108
109
110 111