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Name Holding Trade Value Shares
Change 		Change in
Stake
PO
2501
Private Ocean
California
$57K +$21.6K +100 +49%
VRM
2502
Vectors Research Management
New York
$57K +$35.1K +162 +117%
FFA
2503
Freedman Financial Associates
Massachusetts
$54K +$21.6K +100 +53%
AFS
2504
Annapolis Financial Services
Maryland
$53K -$21.6K -100 -26%
CAC
2505
Core Alternative Capital
Georgia
$52K -$48.5K -224 -45%
HWM
2506
HighMark Wealth Management
Minnesota
$52K – – –
LF
2507
Lee Financial
Texas
$51K +$9.95K +46 +20%
MW
2508
Milestone Wealth
New York
$50K +$57.1K +264 New
GC
2509
Gould Capital
Washington
$49K +$56.7K +262 New
RA
2510
Resolute Advisors
California
$47K -$193K -892 -78%
AWM
2511
Activest Wealth Management
Florida
$45K -$34.2K -158 -40%
CFCI
2512
Comprehensive Financial Consultants Institutional
Indiana
$45K +$88.1K +407 New
CSWM
2513
Cassady Schiller Wealth Management
Ohio
$44K +$50.6K +234 New
MHR
2514
Matthew Hamilton Rosenberg
$43K +$3.9K +18 +8%
JWM
2515
Janiczek Wealth Management
Colorado
$42K -$102K -472 -68%
TCWA
2516
Ten Capital Wealth Advisors
Washington
$42K – – –
AIM
2517
AHL Investment Management
Florida
$42K +$47.8K +221 New
LWP
2518
Lumature Wealth Partners
Georgia
$40K – – –
KIG
2519
Kessler Investment Group
Indiana
$40K +$2.81K +13 +7%
CIM
2520
Contravisory Investment Management
Massachusetts
$39K -$6.98M -32,276 -99%
TCM
2521
TD Capital Management
Tennessee
$38K -$649 -3 -1%
LD
2522
Lipe & Dalton
New York
$38K – – –
PP
2523
PrairieView Partners
Minnesota
$38K – – –
PCA
2524
Providence Capital Advisors
North Carolina
$38K – – –
MCA
2525
Maryland Capital Advisors
Maryland
$38K +$43.3K +200 New
99 100
101
102 103