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NOW

Name Holding Trade Value Shares
Change 		Change in
Stake
FFO
2051
Fortitude Family Office
Arizona
$115K +$47.2K +275 +58%
CAM
2052
Chesapeake Asset Management
New York
$115K +$129K +750 New
KFAS
2053
Keating Financial Advisory Services
Kansas
$114K +$127K +742 New
RF
2054
Rossby Financial
Florida
$113K -$261K -1,523 -67%
MFT
2055
Moisand Fitzgerald Tamayo
Florida
$112K +$98.6K +575 +371%
MLA
2056
MB, Levis & Associates
Pennsylvania
$111K – – –
CC
2057
Centiva Capital
New York
$110K +$123K +716 New
LWANC
2058
Laurel Wealth Advisors (North Carolina)
North Carolina
$110K +$123K +715 New
AWM
2059
Ameliora Wealth Management
Switzerland
$109K – – –
TC
2060
Truvestments Capital
Florida
$108K +$24.9K +145 +26%
MAM
2061
Meeder Asset Management
Ohio
$107K -$6.86K -40 -5%
AF
2062
Advisornet Financial
Minnesota
$103K -$99K -577 -46%
LIA
2063
Limestone Investment Advisors
New York
$99.6K +$112K +650 New
TWD
2064
True Wealth Design
Ohio
$98.2K +$77.4K +451 +237%
HCM
2065
Hollencrest Capital Management
California
$97.3K -$373K -2,175 -77%
MWA
2066
Medallion Wealth Advisors
Connecticut
$97.3K -$1.72K -10 -2%
FDW
2067
Fourth Dimension Wealth
Ohio
$95K +$106K +620 New
VIS
2068
Vega Investment Solutions
France
$94.2K +$105K +615 New
PWMG
2069
Prestige Wealth Management Group
New Jersey
$93.4K -$418K -2,435 -80%
JWA
2070
JFS Wealth Advisors
Pennsylvania
$88.7K -$96.2K -561 -49%
RFP
2071
Root Financial Partners
California
$88.5K -$75.8K -442 -43%
BG
2072
Bollard Group
Massachusetts
$83K +$92.6K +540 New
POIA
2073
Pin Oak Investment Advisors
Texas
$82K +$24K +140 +21%
WBC
2074
West Branch Capital
Massachusetts
$82K -$156K -910 -63%
CPG
2075
Cornerstone Planning Group
New Jersey
$79.1K +$82.3K +480 +369%
81 82
83
84 85