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Name Holding Trade Value Shares
Change 		Change in
Stake
FPW
4801
Flagship Private Wealth
Massachusetts
$211K +$7.93K +24 +4%
AAS
4802
Asset Allocation Strategies
Michigan
$209K +$7.27K +22 +3%
BA
4803
BCM Advisors
Louisiana
$208K -$18.2K -55 -9%
CM
4804
Cornerstone Management
Georgia
$208K – – –
FFW
4805
Fusion Family Wealth
New York
$207K – – –
NRD
4806
Nebula Research & Development
New York
$206K -$263K -797 -55%
SFA
4807
Spectrum Financial Alliance
Kentucky
$205K +$207K +627 New
CAAM
4808
Cornerstone Advisors Asset Management
Pennsylvania
$205K -$5.95K -18 -3%
JWM
4809
JFG Wealth Management
Colorado
$205K – – –
SFS
4810
Starfox Financial Services
Texas
$205K +$192K +581 New
SHIM
4811
Stone House Investment Management
Pennsylvania
$204K +$7.6K +23 +4%
LBA
4812
Letko, Brosseau & Associates
Quebec, Canada
$201K -$3.3K -10 -2%
HSA
4813
Hussman Strategic Advisors
Maryland
$199K -$99.1K -300 -32%
WAM
4814
WFA Asset Management
Wisconsin
$197K +$2.64K +8 +1%
YAL
4815
Your Advocates Ltd
Texas
$187K – – –
SA
4816
swisspartners Advisors
Switzerland
$185K – – –
BHWM
4817
Bay Harbor Wealth Management
Maryland
$158K -$245K -742 -60%
RFP
4818
Roth Financial Partners
Texas
$158K – – –
DEM
4819
Disciplined Equity Management
Florida
$136K – – –
SWM
4820
Sanctuary Wealth Management
Idaho
$135K +$1.32K +4 +0.9%
LIA
4821
Luken Investment Analytics
Tennessee
$131K – – –
BGC
4822
Beutel, Goodman & Co
Ontario, Canada
$129K – – –
FC
4823
Family CFO
California
$113K +$14.2K +43 +14%
BSWA
4824
Bromfield Sneider Wealth Advisors
Massachusetts
$112K -$29.7K -90 -20%
EA
4825
Evolution Advisers
Virginia
$104K – – –
191 192
193
194 195