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Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
5001
Private Wealth Management Group
New Jersey
$1.3M -$149K -356 -9%
SCI
5002
Silver Coast Investments
United States
$1.3M +$33.5K +80 +2%
NC
5003
North Capital
Utah
$1.3M +$54.4K +130 +4%
KCM
5004
Kendall Capital Management
Maryland
$1.29M +$99.6K +238 +7%
KA
5005
Kooman & Associates
Pennsylvania
$1.29M -$3.35K -8 -0.2%
AFC
5006
Avise Financial Cooperative
California
$1.29M +$244K +584 +20%
WN
5007
Williams & Novak
California
$1.29M -$290K -694 -17%
CKAIS
5008
Christensen King & Associates Investment Services
Washington
$1.29M -$5.86K -14 -0.4%
BWIA
5009
Bryant Woods Investment Advisors
New York
$1.29M +$494K +1,180 +51%
SWAG
5010
Spectrum Wealth Advisory Group
California
$1.29M -$105K -251 -7%
MBC
5011
Michael Brady & Co
Ohio
$1.29M +$20.9K +50 +1%
AIP
5012
Avail Investment Partners
Pennsylvania
$1.29M +$1.46M +3,478 New
FEG
5013
Financial Enhancement Group
Indiana
$1.29M -$2.93K -7 -0.2%
NFGCM
5014
Norman Fields Gottscho Capital Management
New York
$1.29M -$54.4K -130 -4%
AWM
5015
Able Wealth Management
New Jersey
$1.28M +$256K +611 +21%
AA
5016
Alpha Advisors
Virginia
$1.28M +$77.4K +185 +6%
CCW
5017
Coastline Complete Wealth
South Carolina
$1.28M +$139K +332 +11%
BCM
5018
Brooktree Capital Management
Michigan
$1.28M -$469K -1,121 -24%
BF
5019
Benchmark Financial
Delaware
$1.28M +$42.3K +101 +3%
PD
5020
Planning Directions
Pennsylvania
$1.28M +$237K +566 +20%
BPMC
5021
Buckland Partners Management Co
New York
$1.28M +$20.9K +50 +1%
FWM
5022
FFT Wealth Management
Pennsylvania
$1.28M +$346K +827 +32%
SWM
5023
Seed Wealth Management
Illinois
$1.27M – – –
BWA
5024
BlueSky Wealth Advisors
North Carolina
$1.27M +$579K +1,383 +67%
JMA
5025
J.M. Arbour
Maine
$1.27M +$42.7K +102 +3%
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