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Name Holding Trade Value Shares
Change 		Change in
Stake
JMFC
2376
J.M. Forbes & Co
Massachusetts
$368K +$340K +4,130 New
WH
2377
Wallace Hart
Kentucky
$367K +$47.7K +580 +16%
CCM
2378
Crew Capital Management
Ohio
$366K -$71.6K -870 -17%
AF
2379
Atala Financial
California
$366K +$338K +4,110 New
NAMP
2380
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$365K – – –
SWA
2381
Serenus Wealth Advisors
California
$365K +$337K +4,100 New
CGH
2382
CMG Global Holdings
Texas
$365K -$8.23K -100 -3%
OPWM
2383
Oxinas Partners Wealth Management
Indiana
$365K -$42K -510 -11%
PA
2384
PSI Advisors
Florida
$365K -$20.6K -250 -6%
FC
2385
Financial Council
Maryland
$365K – – –
TNA
2386
True North Advisors
Texas
$364K +$23K +280 +7%
APM
2387
Advanced Portfolio Management
New York
$364K +$307K +3,730 New
MAM
2388
McLean Asset Management
Virginia
$364K +$7.41K +90 +2%
OFW
2389
Omnia Family Wealth
Florida
$364K +$21.4K +260 +7%
RA
2390
Resolute Advisors
California
$364K +$336K +4,080 New
JSAM
2391
J. Safra Asset Management
New York
$363K +$137K +1,660 +70%
JPLA
2392
Joseph P. Lucia & Associates
New York
$363K – – –
KFI
2393
Key Financial Inc
Pennsylvania
$362K – – –
CWM
2394
Centric Wealth Management
Illinois
$361K – – –
OMC
2395
Old Mission Capital
Illinois
$361K +$333K +4,050 New
SIG
2396
Sargent Investment Group
Maryland
$360K +$106K +1,290 +43%
BA
2397
BIP Alliance
Georgia
$360K +$333K +4,040 New
GG
2398
Greenwood Gearhart
Arkansas
$359K +$332K +4,030 New
BAWC
2399
Boyce & Associates Wealth Consulting
Texas
$358K – – –
AFG
2400
ABLE Financial Group
Arizona
$358K +$12.3K +150 +4%
94 95
96
97 98