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Name Holding Trade Value Shares
Change 		Change in
Stake
P
3451
&Partners
Tennessee
$1.78M +$153K +579 +8%
TWM
3452
Trevian Wealth Management
Massachusetts
$1.78M +$195K +738 +11%
WCM
3453
Washburn Capital Management
Florida
$1.77M -$119K -450 -6%
SAM
3454
Stewart Asset Management
New York
$1.77M +$661K +2,503 +49%
OWA
3455
Outlook Wealth Advisors
Texas
$1.77M +$528 +2 +0%
OAM
3456
Oak Asset Management
California
$1.77M +$2M +7,582 New
KCM
3457
Kathmere Capital Management
Pennsylvania
$1.76M -$344K -1,301 -15%
AC
3458
AlphaCore Capital
California
$1.75M +$415K +1,573 +26%
AC
3459
Aristides Capital
Kentucky
$1.75M – – –
WH
3460
Willner & Heller
California
$1.75M +$61.8K +234 +3%
COCM
3461
Charter Oak Capital Management
New Hampshire
$1.74M -$450K -1,703 -19%
MF
3462
Manchester Financial
California
$1.74M +$29.8K +113 +2%
CM
3463
CastleKnight Management
New York
$1.74M +$1.97M +7,475 New
SWM
3464
Sugarloaf Wealth Management
Georgia
$1.74M +$528 +2 +0%
OIM
3465
Oder Investment Management
California
$1.74M +$6.87K +26 +0.3%
ACM
3466
Absolute Capital Management
Pennsylvania
$1.74M +$294K +1,112 +18%
AWM
3467
Alterna Wealth Management
Texas
$1.74M +$1.27M +4,807 +181%
BFAG
3468
Blackston Financial Advisory Group
Florida
$1.73M +$118K +447 +6%
PWM
3469
Pinnacle Wealth Management
California
$1.73M +$30.1K +114 +2%
GCP
3470
Gill Capital Partners
Colorado
$1.73M +$83.2K +315 +4%
TFCP
3471
Twin Focus Capital Partners
Massachusetts
$1.72M -$245K -926 -11%
WIP
3472
WealthCare Investment Partners
Rhode Island
$1.72M +$4.75K +18 +0.2%
XWM
3473
Xcel Wealth Management
Florida
$1.72M +$158K +600 +9%
CWA
3474
Clarity Wealth Advisors
California
$1.71M -$137K -517 -7%
GCA
3475
Genesee Capital Advisors
New York
$1.71M -$265K -1,005 -12%
137 138
139
140 141