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Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
3001
Darwin Wealth Management
Florida
$2.2M +$67.1K +312 +3%
BFG
3002
Bouchey Financial Group
New York
$2.2M +$11.8K +55 +0.6%
GAM
3003
Gould Asset Management
California
$2.19M -$52.7K -245 -2%
AIA
3004
Alera Investment Advisors
Illinois
$2.18M +$215K +1,000 +11%
CBA
3005
Coastal Bridge Advisors
Connecticut
$2.18M +$289K +1,344 +16%
IF
3006
IRON Financial
Illinois
$2.17M -$26.9K -125 -1%
LK
3007
Lumbard & Kellner
New Hampshire
$2.17M +$1.7M +7,913 +452%
RCM
3008
Requisite Capital Management
Texas
$2.15M -$1.38M -6,431 -40%
BSSFA
3009
Baron Silver Stevens Financial Advisors
Florida
$2.15M +$2.08M +9,678 New
AIM
3010
Alhambra Investment Management
Florida
$2.15M -$170K -792 -8%
AP
3011
Americana Partners
Texas
$2.15M +$29.5K +137 +1%
EPA
3012
Element Pointe Advisors
Florida
$2.14M +$246K +1,142 +13%
CAS
3013
Coppell Advisory Solutions
Texas
$2.14M +$2.07M +9,606 New
RC
3014
RBO & Co
California
$2.13M – – –
HA
3015
Harfst & Associates
Wyoming
$2.13M +$37.6K +175 +2%
AAP
3016
Ardsley Advisory Partners
Connecticut
$2.13M +$882K +4,100 +75%
MCAI
3017
Members Capital Advisors Inc
Wisconsin
$2.13M – – –
GSC
3018
G&S Capital
Colorado
$2.11M +$314K +1,458 +18%
VWA
3019
VERITY Wealth Advisors
United States
$2.11M +$67.1K +312 +3%
OFW
3020
Omnia Family Wealth
Florida
$2.11M – – –
PSP
3021
Principal Street Partners
Tennessee
$2.11M +$690K +3,207 +51%
IWA
3022
Intercontinental Wealth Advisors
Texas
$2.1M +$499K +2,320 +32%
FA
3023
Financial Avengers
California
$2.1M +$2.03M +9,451 New
SFG
3024
Sowa Financial Group
Rhode Island
$2.1M -$60.2K -280 -3%
KFS
3025
Kaizen Financial Strategies
California
$2.09M +$2.02M +9,405 New
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