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Name Holding Trade Value Shares
Change 		Change in
Stake
NAG
2201
Northstar Advisory Group
New Jersey
$598K -$100K -1,500 -15%
SWK
2202
Stephen W. Kidder
$598K -$8.68K -130 -2%
BFS
2203
BridgePort Financial Solutions
Iowa
$598K +$9.02K +135 +2%
MWM
2204
MOKAN Wealth Management
Kansas
$597K -$17.7K -265 -3%
AWAP
2205
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$596K -$334 -5 -0.1%
AC
2206
ASB Consultores
Florida
$596K +$201K +3,003 +56%
FWP
2207
Firethorn Wealth Partners
Georgia
$596K -$72.1K -1,079 -11%
GCM
2208
Goldstream Capital Management
Hong Kong
$596K – – –
3F
2209
360 Financial
Minnesota
$595K -$8.55K -128 -2%
CP
2210
Castleview Partners
Texas
$594K +$125K +1,868 +29%
NG
2211
Novem Group
New York
$593K -$18.4K -276 -3%
CGA
2212
Crescent Grove Advisors
Illinois
$593K -$6.28K -94 -1%
AWA
2213
Arbor Wealth Advisors
Michigan
$592K +$134 +2 +0%
PGIM
2214
Pacific Global Investment Management
California
$592K -$179K -2,686 -25%
VI
2215
Versor Investments
New York
$591K -$651K -9,745 -54%
SI
2216
Seeds Investor
New York
$590K -$81.7K -1,223 -13%
GWA
2217
GGM Wealth Advisors
Maryland
$589K +$2.94K +44 +0.5%
SIA
2218
SeaBridge Investment Advisors
New Jersey
$588K – – –
ACA
2219
Affinity Capital Advisors
California
$588K -$12.2K -182 -2%
CWMS
2220
Cannon Wealth Management Services
North Carolina
$587K -$2.67K -40 -0.5%
WPA
2221
Wealth Preservation Advisors
Tennessee
$587K +$547K +8,195 New
OCM
2222
One Capital Management
California
$585K +$27.7K +415 +5%
KB
2223
Kimelman & Baird
New York
$585K – – –
FNC
2224
First National Corp
Massachusetts
$584K -$2.07K -31 -0.4%
PTP
2225
Platform Technology Partners
New York
$584K +$5.41K +81 +1%
87 88
89
90 91