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Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
1476
Alpha Cubed Investments
California
$216K -$62K -1,083 -24%
LAM
1477
L2 Asset Management
Massachusetts
$216K +$202K +3,519 New
TRIA
1478
Trail Ridge Investment Advisors
Colorado
$215K – – –
MKA
1479
M. Kulyk & Associates
Georgia
$215K +$200K +3,494 New
ACL
1480
Applied Capital LLC
Florida
$215K -$846K -14,775 -81%
FFA
1481
Fortune Financial Advisors
Kansas
$214K -$28.9K -505 -13%
RA
1482
Royce & Associates
New York
$213K – – –
CCG
1483
Coastwise Capital Group
California
$211K -$50.7K -885 -20%
CWG
1484
Cornerstone Wealth Group
North Carolina
$211K +$197K +3,440 New
FFA
1485
Founders Financial Alliance
North Carolina
$211K +$516 +9 +0.3%
MCC
1486
Money Concepts Capital
Florida
$211K +$197K +3,436 New
WIA
1487
Westbourne Investment Advisors
Maryland
$210K -$65.3K -1,140 -25%
IF
1488
Insight Folios
North Carolina
$210K +$196K +3,416 New
HAIM
1489
Hunter Associates Investment Management
Pennsylvania
$209K -$14.6K -255 -7%
CM
1490
CastleKnight Management
New York
$209K +$195K +3,400 New
WCM
1491
Winthrop Capital Management
Indiana
$208K +$194K +3,389 New
CB
1492
Cadence Bank
Mississippi
$207K +$193K +3,377 New
FCA
1493
FLC Capital Advisors
California
$207K +$193K +3,370 New
PCH
1494
Polar Capital Holdings
United Kingdom
$207K +$193K +3,364 New
PWP
1495
Principle Wealth Partners
Connecticut
$206K +$192K +3,355 New
FNBSF
1496
First National Bank Sioux Falls
South Dakota
$206K -$22.9K -400 -11%
PAIM
1497
Punch & Associates Investment Management
Minnesota
$206K +$192K +3,348 New
BW
1498
Bison Wealth
Georgia
$205K -$216K -3,779 -53%
WWP
1499
WR Wealth Planners
Missouri
$205K +$8.76K +153 +5%
FWP
1500
Falcon Wealth Planning
California
$204K +$190K +3,320 New
58 59
60
61 62