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Name Holding Trade Value Shares
Change 		Change in
Stake
LFASL
1926
Lugano Financial Advisors SA (LFA)
Switzerland
$270K – – –
5L
1927
55I LLC
Massachusetts
$270K +$235K +1,745 New
FFA
1928
Founders Financial Alliance
North Carolina
$269K -$6.73K -50 -3%
PCM
1929
Prelude Capital Management
New York
$267K -$1.26M -9,358 -84%
BWP
1930
Baldwin Wealth Partners
Massachusetts
$266K +$2.69K +20 +1%
BAM
1931
Bruderman Asset Management
New York
$265K -$22.6K -168 -9%
PFWA
1932
Paces Ferry Wealth Advisors
Georgia
$264K +$404 +3 +0.2%
PWM
1933
Prentice Wealth Management
New York
$264K +$82.6K +614 +56%
PFA
1934
Plotkin Financial Advisors
Maryland
$262K – – –
OWA
1935
Octavia Wealth Advisors
Ohio
$262K +$1.75K +13 +0.8%
SICM
1936
Sustainable Insight Capital Management
New York
$261K -$83.6K -621 -27%
VWA
1937
Visionary Wealth Advisors
Illinois
$261K -$12.2K -91 -5%
FWM
1938
Focused Wealth Management
New York
$261K – – –
WB
1939
Webster Bank
Connecticut
$261K – – –
CMO
1940
Covenant Multifamily Offices
Texas
$261K +$227K +1,687 New
FPCG
1941
Fort Pitt Capital Group
Pennsylvania
$261K +$227K +1,687 New
CWM
1942
Cabot Wealth Management
Massachusetts
$260K -$1.21K -9 -0.5%
BA
1943
Bridgewater Advisors
New York
$260K +$226K +1,681 New
GI
1944
Glovista Investments
New Jersey
$258K – – –
SMC
1945
Smith, Moore & Co
Missouri
$258K +$269 +2 +0.1%
JWBC
1946
J.W. Burns & Co
New York
$257K – – –
FC
1947
Fulcrum Capital
Washington
$256K +$3.36K +25 +2%
CWM
1948
Cornerstone Wealth Management
Missouri
$255K -$17.5K -130 -7%
KMC
1949
Kirr Marbach & Co
Indiana
$255K – – –
AL
1950
ADE LLC
Maryland
$255K +$53.8K +400 +32%
76 77
78
79 80