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Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
2551
Catalina Capital Group
California
$553K -$1.38M -2,537 -72%
RP
2552
Riverwater Partners
Wisconsin
$552K -$87.1K -160 -14%
MAG
2553
MRA Advisory Group
New Jersey
$549K -$806K -1,480 -60%
KWM
2554
Kanen Wealth Management
Florida
$548K – – –
LCM
2555
Lattice Capital Management
Washington
$548K – – –
SIM
2556
SSI Investment Management
California
$547K – – –
HFM
2557
Hartford Financial Management
Connecticut
$546K – – –
HPG
2558
Harvest Portfolios Group
Ontario, Canada
$545K -$317K -583 -37%
CIP
2559
Convergence Investment Partners
Florida
$545K -$174K -320 -24%
RFN
2560
Redwood Financial Network
Ohio
$545K +$8.17K +15 +2%
DWS
2561
Discipline Wealth Solutions
South Carolina
$545K – – –
FWA
2562
Flagship Wealth Advisors
Massachusetts
$543K – – –
BBW
2563
Blue Barn Wealth
Utah
$543K -$8.17K -15 -1%
JWBC
2564
J.W. Burns & Co
New York
$542K -$3.27K -6 -0.6%
FM
2565
Foster & Motley
Ohio
$541K -$28.9K -53 -5%
MHC
2566
May Hill Capital
Massachusetts
$540K +$10.3K +19 +2%
BTWM
2567
Brass Tax Wealth Management
Ohio
$540K +$164K +301 +44%
NPF
2568
Norris Perne & French
Michigan
$540K -$15.8K -29 -3%
BT
2569
Banque Transatlantique
France
$540K -$523K -960 -49%
PPWM
2570
Paragon Private Wealth Management
Kentucky
$540K -$180K -330 -25%
CPA
2571
Clear Point Advisors
New York
$538K – – –
PWP
2572
Phillips Wealth Planners
Mississippi
$538K +$10.3K +19 +2%
VP
2573
Verum Partners
North Carolina
$537K +$13.6K +25 +3%
BHB
2574
Bank Hapoalim BM
Israel
$537K -$18K -33 -3%
WPWM
2575
Western Pacific Wealth Management
Illinois
$537K -$105K -193 -16%
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103
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