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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
3001
Matisse Capital
Oregon
$580K +$4.33K +11 +0.8%
KA
3002
Kozak & Associates
Colorado
$580K -$150K -381 -19%
GIM
3003
Guardian Investment Management
California
$580K -$197K -500 -26%
CWA
3004
Crux Wealth Advisors
California
$579K -$144K -367 -20%
FEG
3005
Financial Enhancement Group
Indiana
$579K +$6.68K +17 +1%
BF
3006
Brogan Financial
Tennessee
$578K +$12.6K +32 +2%
SLA
3007
Silver Lake Advisory
Utah
$578K -$6.29K -16 -1%
LWM
3008
LeConte Wealth Management
Tennessee
$577K +$135K +344 +32%
HA
3009
HC Advisors
Georgia
$576K -$39.3K -100 -7%
SWA
3010
Strategies Wealth Advisors
Michigan
$576K -$5.5K -14 -1%
AW
3011
Alaethes Wealth
Nevada
$575K -$6.29K -16 -1%
WRPWM
3012
Werba Rubin Papier Wealth Management
California
$574K +$96.7K +246 +21%
PW
3013
Potentia Wealth
California
$573K – – –
BAS
3014
Breakthru Advisory Services
Wisconsin
$572K +$555K +1,412 New
MC
3015
Marest Capital
California
$571K +$3.15K +8 +0.6%
NFG
3016
Northeast Financial Group
Pennsylvania
$570K +$198K +504 +56%
PA
3017
Planning Alternatives
Michigan
$569K +$552K +1,405 New
PCP
3018
Panoramic Capital Partners
Oregon
$569K +$36.6K +93 +7%
FCMT
3019
Founders Capital Management (Texas)
Texas
$567K -$393 -1 -0.1%
KIM
3020
Karpus Investment Management
New York
$567K – – –
OP
3021
ORG Partners
Indiana
$567K +$35.4K +90 +7%
EL
3022
EWA LLC
Pennsylvania
$567K +$28.7K +73 +6%
SCM
3023
Stonehearth Capital Management
Massachusetts
$566K -$3.15K -8 -0.6%
CFG
3024
Copley Financial Group
California
$565K -$1.57K -4 -0.3%
DIP
3025
Davis Investment Partners
North Carolina
$564K – – –
119 120
121
122 123