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Name Holding Trade Value Shares
Change 		Change in
Stake
IFS
2401
Ifrah Financial Services
Arkansas
$489K -$20.7K -65 -4%
FPCM
2402
Financial Partners Capital Management
New York
$489K – – –
MA
2403
MBA Advisors
Pennsylvania
$486K – – –
CASB
2404
Cape Ann Savings Bank
Massachusetts
$484K +$87.5K +275 +22%
ATWA
2405
Arbor Trust Wealth Advisors
Michigan
$481K +$318 +1 +0.1%
CI
2406
Chartist Inc
California
$480K -$6.04K -19 -1%
KM
2407
Kalos Management
Georgia
$479K -$1.88M -5,924 -80%
CAM
2408
Costello Asset Management
Pennsylvania
$478K -$79.8K -251 -14%
FP
2409
Fiduciary Planning
Florida
$478K +$463K +1,455 +3,307%
SC
2410
Shay Capital
New York
$478K +$477K +1,500 New
TSS
2411
Two Sigma Securities
New York
$478K +$477K +1,500 New
OLA
2412
Oliver Luxxe Assets
New Jersey
$477K +$41.3K +130 +10%
VCM
2413
Vision Capital Management
Oregon
$475K – – –
ECAM
2414
East Coast Asset Management
Massachusetts
$475K +$33.4K +105 +8%
SC
2415
Solstein Capital
California
$475K +$186K +585 +65%
BWA
2416
Bordeaux Wealth Advisors
California
$474K +$472K +1,485 New
SAM
2417
Secure Asset Management
Michigan
$472K -$65.5K -206 -12%
AWMS
2418
Advocacy Wealth Management Services
Georgia
$471K +$2.54K +8 +0.5%
AP
2419
Adero Partners
California
$471K +$36.9K +116 +9%
LA
2420
Lynch & Associates
Indiana
$470K – – –
FA
2421
Fermata Advisors
California
$469K +$183K +575 +65%
FI
2422
Fosun International
China
$468K – – –
RRWA
2423
Rainey & Randall Wealth Advisors
Florida
$468K +$1.59K +5 +0.3%
CCM
2424
Carlson Capital Management
Minnesota
$468K +$8.59K +27 +2%
CCT
2425
Capital City Trust
Florida
$468K +$9.54K +30 +2%
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97
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