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Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
1926
First Business Financial Services
Wisconsin
$203K +$1.03M +12,147 New
HFS
1927
Hantz Financial Services
Michigan
$202K -$18.9K -222 -8%
LCM
1928
Laurion Capital Management
New York
$201K -$188K -2,217 -48%
PWMG
1929
Prestige Wealth Management Group
New Jersey
$201K +$15.9K +187 +9%
FAG
1930
Financial Advisory Group
Texas
$201K +$203K +2,389 New
MCP
1931
Mirador Capital Partners
California
$200K -$103K -1,213 -34%
WPWM
1932
Western Pacific Wealth Management
Illinois
$200K -$8.24K -97 -4%
BAM
1933
Boyar Asset Management
New York
$200K +$202K +2,376 New
GD
1934
Grandfield & Dodd
New York
$200K +$205K +2,410 New
SWM
1935
Sugarloaf Wealth Management
Georgia
$199K -$8.58K -101 -4%
NFSG
1936
Newbridge Financial Services Group
Florida
$191K -$36.5K -430 -16%
CWC
1937
Carolinas Wealth Consulting
North Carolina
$186K -$57.4K -676 -23%
CSPAM
1938
Cary Street Partners Asset Management
Virginia
$186K +$188K +2,208 New
TF
1939
TimeScale Financial
Massachusetts
$184K -$2.12K -25 -1%
ACM
1940
AUA Capital Management
Pennsylvania
$183K -$24.1K -284 -12%
PA
1941
PSI Advisors
Florida
$181K +$8.58K +101 +5%
CFG
1942
CKW Financial Group
Hawaii
$175K – – –
CP
1943
Castleview Partners
Texas
$174K +$111K +1,301 +169%
MAM
1944
Marquette Asset Management
Minnesota
$170K -$680 -8 -0.4%
DAL
1945
Delta Accumulation LLC
California
$170K +$935 +11 +0.5%
SGA
1946
Seaport Global Advisors
Massachusetts
$168K -$42.5K -500 -20%
WB
1947
Webster Bank
Connecticut
$167K – – –
LWANC
1948
Laurel Wealth Advisors (North Carolina)
North Carolina
$165K +$1.02K +12 +0.6%
FRA
1949
Front Row Advisors
California
$164K – – –
CFD
1950
Creative Financial Designs
Indiana
$163K +$6.03K +71 +4%
76 77
78
79 80