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Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
2701
Allegheny Financial Group
Pennsylvania
$5.75M +$765K +2,359 +16%
SWA
2702
Sax Wealth Advisors
New Jersey
$5.75M +$384K +1,183 +7%
MJB
2703
Mark J. Bradley
$5.74M -$230K -708 -4%
BAM
2704
Bruderman Asset Management
New York
$5.74M -$10.6M -32,597 -66%
WAM
2705
Werlinich Asset Management
Connecticut
$5.73M – – –
RWM
2706
RBA Wealth Management
California
$5.72M +$5.51M +16,995 New
FSA
2707
Financial Sense Advisors
California
$5.71M -$228K -702 -4%
TNAM
2708
Terra Nova Asset Management
New York
$5.7M +$56.7K +175 +1%
SPFA
2709
Summit Place Financial Advisors
New Jersey
$5.69M -$186K -575 -3%
GTAM
2710
Global Trust Asset Management
Florida
$5.69M +$240K +739 +5%
SAM
2711
Secure Asset Management
Michigan
$5.69M +$4.86K +15 +0.1%
WCM
2712
Wunderlich Capital Managemnt
Tennessee
$5.69M -$126K -390 -2%
LAM
2713
L2 Asset Management
Massachusetts
$5.67M +$4.49M +13,845 +457%
SP
2714
Successful Portfolios
Florida
$5.66M -$20.7K -64 -0.4%
PP
2715
Pacifica Partners
Canada
$5.66M +$69.4K +214 +1%
MCP
2716
Martin Capital Partners
Oregon
$5.65M -$136K -419 -2%
DWP
2717
Destiny Wealth Partners
Florida
$5.65M +$417K +1,285 +8%
GPA
2718
Garrison Point Advisors
California
$5.65M -$136K -420 -2%
TCM
2719
Teza Capital Management
Illinois
$5.64M +$923K +2,848 +20%
PIG
2720
Pantheon Investment Group
California
$5.64M -$66.1K -204 -1%
MSFS
2721
Main Street Financial Solutions
Pennsylvania
$5.64M +$111K +342 +2%
WBG
2722
Wharton Business Group
Pennsylvania
$5.64M +$5.43M +16,762 New
MCM
2723
Marathon Capital Management
Maryland
$5.64M -$2.52M -7,771 -32%
KWM
2724
Kolinsky Wealth Management
New Jersey
$5.62M +$5.42M +16,721 New
CWM
2725
Connecticut Wealth Management
Connecticut
$5.61M -$442K -1,364 -8%
107 108
109
110 111