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Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2501
Gateway Advisory
New Jersey
$627K +$317K +1,053 +102%
CA
2502
Carson Advisory
Georgia
$624K -$325K -1,080 -34%
RWA
2503
Rooted Wealth Advisors
Illinois
$624K +$228K +757 +69%
EVM
2504
Evelyn V. Moreno
$623K -$421K -1,397 -40%
EBA
2505
Eagle Bay Advisors
New York
$623K +$141K +468 +29%
MWA
2506
Meridian Wealth Advisors
Texas
$622K +$29.5K +98 +5%
FL
2507
Fort LP
Maryland
$622K +$97.3K +323 +18%
DTL
2508
Dynamic Technology Lab
Singapore
$622K -$296K -984 -32%
MPI
2509
Mairs & Power Inc
Minnesota
$621K -$137K -455 -18%
WBC
2510
West Branch Capital
Massachusetts
$621K – – –
BL
2511
BFSG LLC
California
$621K -$630K -2,090 -50%
CFAM
2512
Center For Asset Management
Florida
$620K -$27.4K -91 -4%
AG
2513
Algert Global
California
$619K -$3.05M -10,125 -83%
SFC
2514
SYM Financial Corp
Indiana
$618K +$621K +2,060 New
CFS
2515
Commonwealth Financial Services
West Virginia
$616K +$618K +2,052 New
BG
2516
Benedetti & Gucer
Georgia
$614K +$33.1K +110 +6%
PFA
2517
Pure Financial Advisors
California
$613K +$77.4K +257 +14%
OIM
2518
Oder Investment Management
California
$613K – – –
BHCM
2519
Brevan Howard Capital Management
Jersey
$612K -$832K -2,762 -58%
FC
2520
Fusion Capital
South Carolina
$612K -$12.4K -41 -2%
CWM
2521
Castle Wealth Management
Florida
$612K +$50K +166 +9%
RIM
2522
RW Investment Management
Idaho
$609K -$56.3K -187 -8%
GCM
2523
Gator Capital Management
Florida
$609K – – –
GAA
2524
Global Assets Advisory
Florida
$608K +$119K +396 +24%
CMBA
2525
C.M. Bidwell & Associates
Hawaii
$606K -$71.7K -238 -11%
99 100
101
102 103