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Name Holding Trade Value Shares
Change 		Change in
Stake
FAP
3926
Financial Advisory Partners
Florida
$727K +$328K +2,780 +87%
AA
3927
AlphaCentric Advisors
Puerto Rico
$726K -$3.31K -28 -0.5%
SAM
3928
Satovsky Asset Management
New York
$726K +$37.4K +317 +6%
CWA
3929
CJM Wealth Advisers
Virginia
$721K -$207K -1,749 -23%
CPWM
3930
Cypress Point Wealth Management
Texas
$718K -$7.68K -65 -1%
GLLW
3931
Graves Light Lenhart Wealth
Virginia
$718K – – –
CPCP
3932
Cedar Point Capital Partners
Iowa
$715K +$32K +271 +5%
AAG
3933
Avalon Advisory Group
Pennsylvania
$714K +$14.3K +121 +2%
HDIM
3934
Hanson & Doremus Investment Management
Vermont
$714K -$127K -1,072 -15%
BCFD
3935
Boit C.F. David
$713K – – –
SA
3936
SRH Advisors
Kansas
$713K – – –
CFFP
3937
Center for Financial Planning
Michigan
$708K +$18.2K +154 +3%
WAG
3938
Wiser Advisor Group
Arizona
$707K +$246K +2,083 +56%
AS
3939
Akuna Securities
Illinois
$705K +$686K +5,806 New
CPA
3940
Clear Point Advisors
New York
$705K -$4.25K -36 -0.6%
NCG
3941
Newport Capital Group
New Jersey
$704K +$43.7K +370 +7%
PWMG
3942
Private Wealth Management Group
New Jersey
$704K +$18.1K +153 +3%
CF
3943
Cyr Financial
Illinois
$701K +$682K +5,775 New
SWMG
3944
Sard Wealth Management Group
Georgia
$699K -$80.3K -680 -11%
LTL
3945
Lowery Thomas LLC
California
$699K – – –
SPP
3946
Single Point Partners
Massachusetts
$698K -$115K -975 -15%
PWH
3947
Priebe Wealth Holdings
Minnesota
$698K -$5.91K -50 -0.9%
BAM
3948
Bellevue Asset Management
Washington
$698K – – –
SWP
3949
ShoreHaven Wealth Partners
New Jersey
$696K -$146K -1,234 -18%
DFS
3950
Dixon Fnancial Services
California
$694K -$15.4K -130 -2%
156 157
158
159 160