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Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2051
Rossby Financial
Florida
$113K -$261K -1,523 -67%
MFT
2052
Moisand Fitzgerald Tamayo
Florida
$112K +$98.6K +575 +371%
MLA
2053
MB, Levis & Associates
Pennsylvania
$111K – – –
CC
2054
Centiva Capital
New York
$110K +$123K +716 New
LWANC
2055
Laurel Wealth Advisors (North Carolina)
North Carolina
$110K +$123K +715 New
AWM
2056
Ameliora Wealth Management
Switzerland
$109K – – –
TC
2057
Truvestments Capital
Florida
$108K +$24.9K +145 +26%
MAM
2058
Meeder Asset Management
Ohio
$107K -$6.86K -40 -5%
AF
2059
Advisornet Financial
Minnesota
$103K -$99K -577 -46%
LIA
2060
Limestone Investment Advisors
New York
$99.6K +$112K +650 New
TWD
2061
True Wealth Design
Ohio
$98.2K +$77.4K +451 +237%
HCM
2062
Hollencrest Capital Management
California
$97.3K -$373K -2,175 -77%
MWA
2063
Medallion Wealth Advisors
Connecticut
$97.3K -$1.72K -10 -2%
FDW
2064
Fourth Dimension Wealth
Ohio
$95K +$106K +620 New
VIS
2065
Vega Investment Solutions
France
$94.2K +$105K +615 New
PWMG
2066
Prestige Wealth Management Group
New Jersey
$93.4K -$418K -2,435 -80%
JWA
2067
JFS Wealth Advisors
Pennsylvania
$88.7K -$96.2K -561 -49%
RFP
2068
Root Financial Partners
California
$88.5K -$75.8K -442 -43%
BG
2069
Bollard Group
Massachusetts
$83K +$92.6K +540 New
POIA
2070
Pin Oak Investment Advisors
Texas
$82K +$24K +140 +21%
WBC
2071
West Branch Capital
Massachusetts
$82K -$156K -910 -63%
CPG
2072
Cornerstone Planning Group
New Jersey
$79.1K +$82.3K +480 +369%
FMP
2073
Financial Management Professionals
Texas
$78.9K +$24K +140 +37%
HHCP
2074
Hilton Head Capital Partners
South Carolina
$78.1K +$87.5K +510 New
PWM
2075
Peck Wealth Management
New York
$76.6K – – –
81 82
83
84 85