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Name Holding Trade Value Shares
Change 		Change in
Stake
SW
901
StrongBox Wealth
Missouri
$364K +$24.6K +200 +9%
AG
902
Algert Global
California
$363K – – –
EWM
903
Elite Wealth Management
Washington
$362K – – –
BCA
904
Bay Colony Advisors
Massachusetts
$362K +$306K +2,480 New
DC
905
Davenport & Co
Virginia
$362K +$306K +2,480 New
CAG
906
Csenge Advisory Group
Florida
$361K – – –
MWA
907
Moser Wealth Advisors
Washington
$361K +$117K +950 +63%
FI
908
Fosun International
China
$356K -$530K -4,300 -64%
OPWM
909
Oxinas Partners Wealth Management
Indiana
$356K +$301K +2,440 New
OAC
910
OMERS Administration Corp
Ontario, Canada
$354K – – –
MWA
911
MFA Wealth Advisors
Pennsylvania
$349K -$96.1K -780 -25%
CRI
912
Colonial River Investments
Virginia
$348K +$293K +2,380 New
SC
913
Shay Capital
New York
$348K +$293K +2,380 New
BFM
914
Boothbay Fund Management
New York
$346K -$573M -4,649,700 -100%
BMCM
915
Burns Matteson Capital Management
New York
$345K -$14.8K -120 -5%
RW
916
REDW Wealth
New Mexico
$343K -$12.3K -100 -4%
AIM
917
Anchor Investment Management
South Carolina
$342K +$51.8K +420 +22%
CCA
918
Column Capital Advisors
Indiana
$339K +$3.7K +30 +1%
TNA
919
True North Advisors
Texas
$337K +$285K +2,310 New
FH
920
FWG Holdings
Florida
$335K +$282K +2,290 New
OR
921
Olympiad Research
Connecticut
$335K +$282K +2,290 New
VWA
922
Visionary Wealth Advisors
Illinois
$333K +$16K +130 +6%
FHA
923
First Horizon Advisors
Tennessee
$333K +$136K +1,100 +92%
RM
924
Resource Management
Louisiana
$332K – – –
TPA
925
Trivium Point Advisory
Connecticut
$332K +$280K +2,270 New
35 36
37
38 39