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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
3051
Summit Financial Strategies
Ohio
$494K +$10.5K +29 +2%
LWM
3052
Lakeridge Wealth Management
Ohio
$494K -$65.1K -180 -12%
FIA
3053
FNY Investment Advisers
New York
$494K +$489K +1,350 New
MAG
3054
MRA Advisory Group
New Jersey
$494K -$191K -527 -28%
TPWA
3055
TRUE Private Wealth Advisors
Oregon
$492K -$9.41K -26 -2%
BLAM
3056
Bourne Lent Asset Management
New York
$491K – – –
ML
3057
Mayport LLC
Massachusetts
$491K +$2.53K +7 +0.5%
HWM
3058
HFR Wealth Management
New York
$491K -$47.8K -132 -9%
DP
3059
Denver PWM
Colorado
$490K +$230K +635 +90%
TWM
3060
Tripletail Wealth Management
Florida
$490K +$458K +1,267 New
MGWM
3061
Marks Group Wealth Management
Minnesota
$489K -$37.3K -103 -7%
AHL
3062
Abel Hall LLC
Louisiana
$489K +$162K +447 +50%
PAG
3063
Private Advisory Group
Washington
$489K -$10.3M -28,557 -96%
OP
3064
ORG Partners
Indiana
$489K +$27.9K +77 +6%
FC
3065
Farringdon Capital
United Kingdom
$488K +$482K +1,332 New
PCP
3066
Panoramic Capital Partners
Oregon
$487K -$13.4K -37 -3%
RIM
3067
RW Investment Management
Idaho
$487K +$77.8K +215 +19%
EL
3068
EWA LLC
Pennsylvania
$486K +$22.4K +62 +5%
MPWS
3069
McCarter Private Wealth Services
Massachusetts
$486K -$240K -664 -33%
FWSM
3070
First Wilshire Securities Management
California
$486K – – –
SPAS
3071
Spectrum Planning & Advisory Services
California
$486K +$479K +1,324 New
FWM
3072
Finer Wealth Management
Massachusetts
$485K -$42.7K -118 -8%
PWA
3073
Peterson Wealth Advisors
Utah
$485K +$1.09K +3 +0.2%
LOIP
3074
Live Oak Investment Partners
Texas
$484K -$374K -1,033 -44%
VC
3075
Vestor Capital
Illinois
$484K -$8.96M -24,765 -95%
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