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Name Holding Trade Value Shares
Change 		Change in
Stake
IDBONY
1926
Israel Discount Bank of New York
New York
$258K – – –
AWM
1927
AllSquare Wealth Management
New York
$258K – – –
TFA
1928
Teamwork Financial Advisors
Texas
$258K -$739K -7,835 -75%
CCM
1929
Cribstone Capital Management
Maine
$256K +$90.2K +956 +59%
TCPWM
1930
Traverso Chambers Private Wealth Management
California
$256K -$472 -5 -0.2%
PAM
1931
Peak Asset Management
Colorado
$256K – – –
JFA
1932
JNBA Financial Advisors
Minnesota
$256K -$12.8K -136 -5%
AFPL
1933
Advus Financial Partners, LLC
Florida
$256K -$4.15K -44 -2%
PPW
1934
Presilium Private Wealth
Pennsylvania
$256K +$243K +2,580 New
TFF
1935
The Family Firm
Maryland
$256K +$1.04K +11 +0.4%
SPWG
1936
Syntegra Private Wealth Group
Missouri
$256K +$243K +2,577 New
CWM
1937
Cedar Wealth Management
California
$254K – – –
CA
1938
Carson Advisory
Georgia
$253K -$7.46K -79 -3%
LAM
1939
L2 Asset Management
Massachusetts
$253K +$241K +2,549 New
FPCP
1940
Fort Point Capital Partners
California
$253K -$20.2K -214 -8%
AO
1941
Advisor OS
Illinois
$253K +$283 +3 +0.1%
RWMG
1942
Redwood Wealth Management Group
New Jersey
$250K +$238K +2,523 New
SCA
1943
Sage Capital Advisors
South Dakota
$250K +$2.08K +22 +0.9%
MFWP
1944
Mosaic Family Wealth Partners
Missouri
$249K +$237K +2,512 New
LCM
1945
Landscape Capital Management
New Jersey
$249K -$528K -5,592 -69%
C
1946
CFO4Life
Texas
$249K +$237K +2,507 New
CG
1947
CFO4Life Group
Texas
$249K +$237K +2,507 New
RHJA
1948
Rice Hall James & Associates
California
$247K – – –
T
1949
TOBAM
France
$247K +$53.2K +564 +29%
GSIAS
1950
Garden State Investment Advisory Services
New Jersey
$247K +$235K +2,489 New
76 77
78
79 80