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Name Holding Trade Value Shares
Change 		Change in
Stake
FFW
5101
Fusion Family Wealth
New York
$383K +$100K +234 +36%
CCMIC
5102
Cardinal Capital Management Inc (Canada)
Manitoba, Canada
$383K +$12.4K +29 +3%
S4W
5103
Solutions 4 Wealth
Texas
$382K +$2.56K +6 +0.7%
BGC
5104
Beutel, Goodman & Co
Ontario, Canada
$381K +$214K +500 +130%
DM
5105
Deerfield Management
New York
$381K +$378K +885 New
YWM
5106
Yardley Wealth Management
Pennsylvania
$379K +$376K +880 New
PFG
5107
Pinnacle Financial Group
Illinois
$379K -$9.4K -22 -2%
WFA
5108
Websterrogers Financial Advisors
South Carolina
$378K +$20.5K +48 +6%
TB
5109
Terril Brothers
Missouri
$378K – – –
BFS
5110
Beacon Financial Strategies
North Carolina
$376K -$2.99K -7 -0.8%
AFA
5111
Alpha Financial Advisors
North Carolina
$375K +$2.99K +7 +0.8%
FIA
5112
FPC Investment Advisory
California
$374K +$67.1K +157 +21%
LFA
5113
LifeGuide Financial Advisors
Pennsylvania
$373K -$75.2K -176 -17%
SPA
5114
Shore Point Advisors
New Jersey
$372K – – –
CWM
5115
Certus Wealth Management
California
$368K – – –
CEI
5116
Clark Estates Inc
New York
$367K – – –
TWCA
5117
Two West Capital Advisors
Kansas
$366K -$4.7K -11 -1%
NL
5118
NDWM LLC
California
$361K – – –
CP
5119
Camelot Portfolios
Ohio
$359K -$1.09M -2,545 -75%
RWIA
5120
Roger Wittlin Investment Advisory
California
$357K – – –
SF
5121
SWP Financial
California
$355K +$18.4K +43 +5%
ACM
5122
Andina Capital Management
Utah
$353K -$50.4K -118 -13%
RFP
5123
RCS Financial Planning
Maryland
$353K -$1.28K -3 -0.4%
CF
5124
Crosspoint Financial
California
$352K – – –
SC
5125
Sykon Capital
New York
$352K – – –
203 204
205
206 207