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Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2176
Consilio Wealth Advisors
Washington
$4.42M +$128K +192 +3%
BCM
2177
Brasada Capital Management
Texas
$4.42M -$70.1K -105 -2%
GCA
2178
Gradient Capital Advisors
California
$4.42M -$36.7K -55 -0.8%
MA
2179
MJP Associates
Connecticut
$4.41M -$158K -236 -3%
SFP
2180
Sandbox Financial Partners
Maryland
$4.41M +$258K +386 +6%
CCA
2181
Catalyst Capital Advisors
New York
$4.41M -$6.25M -9,364 -58%
FCM
2182
Fairbanks Capital Management
California
$4.41M -$1.03M -1,541 -19%
PCS
2183
Personal CFO Solutions
New Jersey
$4.4M +$341K +510 +8%
CCC
2184
Compass Capital Corp
Massachusetts
$4.39M +$158K +237 +4%
LJAC
2185
L.J. Altfest & Co
New York
$4.38M – – –
MA
2186
MCF Advisors
Kentucky
$4.38M +$955K +1,430 +27%
LIA
2187
LBMC Investment Advisors
Tennessee
$4.38M +$488K +731 +12%
OWMIAS
2188
One Wealth Management Investment & Advisory Services
Florida
$4.38M -$30.7K -46 -0.7%
TW
2189
TritonPoint Wealth
Maryland
$4.38M -$1.21M -1,815 -21%
TIM
2190
Titan Investment Management
Indiana
$4.37M +$4.42M +6,617 New
IIL
2191
Income Insurance Ltd
$4.35M +$4.4M +6,592 New
LC
2192
Lavelle Capital
California
$4.35M +$4.4M +6,588 New
BFG
2193
Beacon Financial Group
Texas
$4.33M -$252K -378 -5%
BWA
2194
Basecamp Wealth Advisors
Washington
$4.33M +$4.38M +6,559 New
PWM
2195
Palacios Wealth Management
Florida
$4.32M -$351K -526 -7%
APP
2196
Avantax Planning Partners
Iowa
$4.32M -$548K -821 -11%
OWG
2197
Oxford Wealth Group
Florida
$4.32M +$4.37M +6,545 New
BWM
2198
BigSur Wealth Management
Florida
$4.29M – – –
KA
2199
Klingman & Associates
New York
$4.28M -$19.4K -29 -0.4%
ECA
2200
Elevate Capital Advisors
Colorado
$4.28M +$508K +760 +13%
86 87
88
89 90