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Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
2701
Flagship Capital Management
Pennsylvania
$354K +$812 +3 +0.2%
GSWM
2702
Golden State Wealth Management
California
$354K -$18.7K -69 -5%
SDWMA
2703
Schneider Downs Wealth Management Advisors
Pennsylvania
$353K – – –
RPA
2704
Rock Point Advisors
Vermont
$353K -$10K -37 -2%
TLCM
2705
Twin Lakes Capital Management
California
$353K +$1.08K +4 +0.3%
FFA
2706
Florida Financial Advisors
Florida
$353K +$97.4K +360 +33%
1IA
2707
1834 Investment Advisors
Wisconsin
$352K +$393K +1,454 New
GIM
2708
Guardian Investment Management
California
$351K – – –
SFG
2709
Southern Financial Group
Alabama
$351K -$1.08K -4 -0.3%
AWM
2710
Ariadne Wealth Management
California
$351K -$43.6K -161 -10%
KAM
2711
Knightsbridge Asset Management
California
$351K +$168K +622 +75%
WAOI
2712
Wealth Advisors of Iowa
Iowa
$351K +$8.12K +30 +2%
PMG
2713
ProVise Management Group
Florida
$350K -$29K -107 -7%
PWM
2714
Paulson Wealth Management
Illinois
$350K +$27.6K +102 +8%
SIC
2715
Samalin Investment Counsel
New York
$350K +$1.62K +6 +0.4%
WAAG
2716
Wealth Alliance Advisory Group
Kansas
$350K -$692K -2,556 -64%
PWA
2717
Primoris Wealth Advisors
Florida
$350K -$541 -2 -0.1%
SWA
2718
Serenus Wealth Advisors
California
$349K – – –
5NPW
2719
55 North Private Wealth
Florida
$347K +$32.2K +119 +9%
PA
2720
Perennial Advisors
New York
$345K – – –
HFO
2721
Heritage Family Offices
Arizona
$345K +$385K +1,424 New
GCP
2722
Gill Capital Partners
Colorado
$345K -$8.12K -30 -2%
PPWM
2723
PFG Private Wealth Management
Florida
$345K +$15.2K +56 +4%
EIP
2724
Ellis Investment Partners
Pennsylvania
$345K -$64.7K -239 -14%
CWMK
2725
Caliber Wealth Management (Kansas)
Kansas
$345K -$37.6K -139 -9%
107 108
109
110 111