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Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1101
Occidental Asset Management
California
$475K +$352 +5 +0.1%
CWM
1102
Chemistry Wealth Management
New York
$474K +$201K +2,846 +67%
CAG
1103
Crestwood Advisors Group
Massachusetts
$473K +$169K +2,392 +51%
CNBOF
1104
City National Bank of Florida
Florida
$473K +$33.1K +469 +7%
LS
1105
Livforsakringsbolaget Skandia
Sweden
$471K -$63.4K -900 -11%
EFG
1106
Everhart Financial Group
Ohio
$471K +$70.1K +994 +17%
PPWP
1107
Premier Path Wealth Partners
New Jersey
$470K +$55.1K +781 +13%
BWP
1108
Baldwin Wealth Partners
Massachusetts
$469K -$7.54K -107 -2%
FAM
1109
Fulcrum Asset Management
United Kingdom
$468K -$13.7K -194 -3%
RSS
1110
Rosenblum Silverman Sutton
California
$468K – – –
BFA
1111
Buttonwood Financial Advisors
Maryland
$468K -$12.1K -171 -2%
MK
1112
MASTERINVEST Kapitalanlage
$467K -$937K -13,300 -66%
WSFS
1113
Wilmington Savings Fund Society
Delaware
$463K -$326K -4,627 -40%
ATFA
1114
All Terrain Financial Advisors
Minnesota
$463K – – –
EGA
1115
Eagle Global Advisors
Texas
$460K -$9.54M -135,358 -95%
CI
1116
Conning Inc
Connecticut
$460K – – –
FWM
1117
Forza Wealth Management
Florida
$459K +$77.7K +1,102 +19%
EP
1118
Essential Partners
California
$456K -$39.7K -563 -8%
PWA
1119
Prairie Wealth Advisors
Nebraska
$456K -$117K -1,655 -20%
MFS
1120
Miller Financial Services
Michigan
$455K -$34.9K -495 -7%
EWA
1121
EverSource Wealth Advisors
Alabama
$455K -$40.7K -577 -8%
GCP
1122
GSA Capital Partners
United Kingdom
$454K +$477K +6,770 New
CMI
1123
Clare Market Investments
Texas
$453K -$43K -610 -8%
NG
1124
Norden Group
Utah
$450K +$52.1K +739 +12%
FFA
1125
Founders Financial Alliance
North Carolina
$448K +$162K +2,304 +53%
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