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Name Holding Trade Value Shares
Change 		Change in
Stake
WW
3101
Waterfront Wealth
Kansas
$2.94M +$1.12M +4,118 +56%
FOA
3102
Five Oceans Advisors
California
$2.94M +$32.3K +119 +1%
TC
3103
Truvestments Capital
Florida
$2.94M -$79.8K -294 -3%
ORC
3104
O'Rourke & Company
Massachusetts
$2.93M +$69.5K +256 +2%
SAM
3105
Seelaus Asset Management
New Jersey
$2.93M -$2.17K -8 -0.1%
LRIA
3106
Leonard Rickey Investment Advisors
Washington
$2.93M +$543 +2 +0%
CCM
3107
Community Capital Management
Florida
$2.92M +$3.08M +11,350 New
GA
3108
Geller Advisors
New York
$2.91M -$505K -1,861 -14%
FF
3109
Fluent Financial
Texas
$2.9M +$78.4K +289 +3%
GCGDR
3110
Genoa Capital Gestora de Recursos
$2.9M -$302K -1,112 -9%
MCWA
3111
Meadow Creek Wealth Advisors
Georgia
$2.9M -$69.2K -255 -2%
SPP
3112
Single Point Partners
Massachusetts
$2.9M +$826K +3,043 +37%
CAC
3113
Certified Advisory Corp
Florida
$2.9M +$13.6K +50 +0.4%
CSWG
3114
Cardinal Strategic Wealth Guidance
Kentucky
$2.89M -$135K -499 -4%
6F
3115
626 Financial
Michigan
$2.89M +$68.9K +254 +2%
CC
3116
Commons Capital
Massachusetts
$2.89M -$25K -92 -0.8%
TIAM2
3117
Tru Independence Asset Management 2
Oregon
$2.88M -$1.61M -5,938 -35%
AIP
3118
Ahrens Investment Partners
Louisiana
$2.88M -$70.8K -261 -2%
PWSG
3119
Pacific Wealth Strategies Group
California
$2.88M -$5.78M -21,304 -66%
DA
3120
DSC Advisors
Illinois
$2.87M -$133K -489 -4%
BWCS
3121
Beirne Wealth Consulting Services
Connecticut
$2.85M -$158K -584 -5%
FFG
3122
Fortem Financial Group
California
$2.84M -$52.1K -192 -2%
CIA
3123
Cascade Investment Advisors
Oregon
$2.83M -$163K -601 -5%
PWM
3124
PBMares Wealth Management
Virginia
$2.83M +$105K +387 +4%
TWM
3125
Titus Wealth Management
California
$2.82M +$441K +1,625 +17%
123 124
125
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