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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2276
Rollins Financial
Georgia
$300K +$282K +5,061 New
CWM
2277
Chemistry Wealth Management
New York
$300K +$282K +5,065 New
NLP
2278
Next Level Private
New York
$300K +$282K +5,065 New
JWM
2279
Jeppson Wealth Management
California
$298K – – –
FSCP
2280
Franklin Street Capital Partners
New York
$296K -$2.51M -45,000 -90%
PCMC
2281
Private Capital Management (Colorado)
Colorado
$296K -$13.8K -247 -5%
PWM
2282
Prentice Wealth Management
New York
$296K -$3.62K -65 -1%
CWM
2283
Concentric Wealth Management
California
$296K – – –
SLG
2284
Stanley-Laman Group
Pennsylvania
$296K – – –
MSR
2285
Main Street Research
Connecticut
$294K -$284K -5,095 -51%
PMG
2286
Private Management Group
California
$294K +$277K +4,971 New
TFCP
2287
Twin Focus Capital Partners
Massachusetts
$294K +$277K +4,973 New
GSEP
2288
Golden State Equity Partners
California
$292K -$260K -4,674 -49%
FVWA
2289
Foster Victor Wealth Advisors
South Carolina
$291K -$4.84K -87 -2%
RDFA
2290
Ritter Daniher Financial Advisory
Ohio
$291K +$18.1K +325 +7%
DG
2291
DMC Group
Alabama
$291K +$273K +4,894 New
RFM
2292
Royal Fund Management
Florida
$290K -$31.9K -573 -10%
DOA
2293
D'Orazio & Associates
Virginia
$290K +$38.1K +684 +16%
FCFC
2294
First Commonwealth Financial Corp
Pennsylvania
$288K -$9.69K -174 -3%
GCMG
2295
Gyroscope Capital Management Group
Florida
$288K +$271K +4,864 New
RIG
2296
RiverFront Investment Group
Virginia
$287K – – –
MAWCM
2297
Mine & Arao Wealth Creation & Management
California
$287K +$27.5K +493 +11%
CCIA
2298
Campbell & Co Investment Adviser
Maryland
$287K +$270K +4,850 New
ACM
2299
Ategra Capital Management
Virginia
$287K -$23.1K -415 -8%
FSG
2300
Financial Strategies Group
Michigan
$286K -$5.01K -90 -2%
90 91
92
93 94