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Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
3201
Sassicaia Capital Advisers
New York
$2.49M +$2.5M +10,400 New
FOA
3202
Five Oceans Advisors
California
$2.49M -$238K -993 -9%
RLWM
3203
RF&L Wealth Management
Massachusetts
$2.49M +$2.49M +10,381 New
ICM
3204
Islay Capital Management
Texas
$2.49M +$15.4K +64 +0.6%
TC
3205
Truvestments Capital
Florida
$2.48M -$51.6K -215 -2%
AF
3206
Affiance Financial
Minnesota
$2.48M -$412K -1,717 -14%
PHAM
3207
Palisades Hudson Asset Management
Florida
$2.48M +$1.2K +5 +0%
CWMGP
3208
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.47M +$216K +901 +10%
TC
3209
Trust Company
Kansas
$2.47M -$1.31M -5,456 -35%
SFG
3210
Sowa Financial Group
Rhode Island
$2.47M -$44.2K -184 -2%
FC
3211
Financial Council
Maryland
$2.47M – – –
CFA
3212
Cahill Financial Advisors
Minnesota
$2.46M -$132K -549 -5%
SIS
3213
Sound Income Strategies
Florida
$2.46M +$500K +2,084 +25%
RCG
3214
Rock Creek Group
District of Columbia
$2.46M -$9.36K -39 -0.4%
NG
3215
Northstar Group
New York
$2.46M +$24K +100 +1%
CGA
3216
Channing Global Advisors
Florida
$2.46M -$85K -354 -3%
MFGM
3217
Marshall Financial Group (Maryland)
Maryland
$2.46M +$76.6K +319 +3%
LPAM
3218
Lodestar Private Asset Management
California
$2.45M +$2.46M +10,233 New
FAM
3219
Flaharty Asset Management
Florida
$2.45M -$51.4K -214 -2%
PCM
3220
Portolan Capital Management
Massachusetts
$2.45M – – –
AIFAIM
3221
American Institute for Advanced Investment Management
Arizona
$2.45M -$71.8K -299 -3%
DAM
3222
Derbend Asset Management
Georgia
$2.45M +$30.2K +126 +1%
PSCM
3223
Per Stirling Capital Management
Texas
$2.44M +$2.45M +10,193 New
SC
3224
Sonen Capital
California
$2.44M +$93.1K +388 +4%
GWP
3225
Gateway Wealth Partners
Wisconsin
$2.44M +$2.44M +10,174 New
127 128
129
130 131