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Name Holding Trade Value Shares
Change 		Change in
Stake
AC
4076
Annandale Capital
Texas
$492K -$46.2K -457 -10%
FFWA
4077
Forthright Family Wealth Advisory
Texas
$491K +$104K +1,027 +35%
KFS
4078
Keynote Financial Services
Connecticut
$487K +$105K +1,040 +36%
CA
4079
Crumly & Associates
Illinois
$486K +$397K +3,931 New
ACM
4080
Andina Capital Management
Utah
$482K +$94.5K +935 +31%
NC
4081
nVerses Capital
Florida
$482K +$192K +1,900 +95%
PIWA
4082
Prevail Innovative Wealth Advisors
Kansas
$474K +$94.3K +933 +32%
PP
4083
Paloma Partners
Connecticut
$473K +$316K +3,122 +440%
IF
4084
Insight Folios
North Carolina
$473K -$112K -1,110 -22%
FDCP
4085
Foster Dykema Cabot & Partners
Massachusetts
$472K +$225K +2,222 +139%
SAW
4086
Signal Advisors Wealth
Michigan
$471K -$3.57M -35,284 -90%
MF
4087
Meridian Financial
Massachusetts
$469K +$10.1K +100 +3%
CCWM
4088
Correct Capital Wealth Management
Missouri
$467K – – –
PSB
4089
Piscataqua Savings Bank
New Hampshire
$466K +$18.7K +185 +5%
CWM
4090
Collaborative Wealth Management
Florida
$464K +$41.4K +409 +12%
NECFA
4091
New England Capital Financial Advisors
Connecticut
$463K +$43.6K +431 +13%
CF
4092
Crosspoint Financial
California
$463K +$379K +3,750 New
GWP
4093
Gen-Wealth Partners
Michigan
$463K -$12.1K -120 -3%
BA
4094
Ballew Advisors
Mississippi
$463K +$126K +1,244 +53%
WAG
4095
Wiser Advisor Group
Arizona
$462K -$110K -1,091 -23%
ECM
4096
Elgethun Capital Management
South Dakota
$461K -$101 -1 -0%
TWP
4097
TFO Wealth Partners
Ohio
$460K +$25.3K +250 +7%
SCM
4098
Sollinda Capital Management
Florida
$459K +$376K +3,717 New
DCM
4099
Disciplina Capital Management
Tennessee
$458K -$404 -4 -0.1%
RCM
4100
RMR Capital Management
California
$456K – – –
162 163
164
165 166