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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1001
Claro Advisors
Massachusetts
$292K -$244 -1 -0.1%
FA
1002
Fedenia Advisers
Wisconsin
$291K +$324K +1,328 New
AWM
1003
Angeles Wealth Management
California
$291K -$13.9K -57 -4%
BFA
1004
Beaumont Financial Advisors
Massachusetts
$288K +$14.4K +59 +5%
OCM
1005
Objective Capital Management
Ohio
$287K -$12.2K -50 -4%
WC
1006
Westerkirk Capital
$285K -$1.05M -4,316 -77%
FWP
1007
Forefront Wealth Partners
Texas
$284K +$26.4K +108 +9%
ACM
1008
Adalta Capital Management
New York
$284K – – –
AWA
1009
Alta Wealth Advisors
Massachusetts
$284K -$246K -1,008 -44%
FP
1010
Financial Perspectives
Minnesota
$281K – – –
FA
1011
Fiduciary Alliance
South Carolina
$280K +$1.71K +7 +0.6%
EWA
1012
Exencial Wealth Advisors
Oklahoma
$279K +$16.6K +68 +6%
AFP
1013
Ausdal Financial Partners
Iowa
$276K -$62.2K -255 -17%
SL
1014
Sentinus LLC
Illinois
$276K +$63K +258 +26%
DWM
1015
Dynasty Wealth Management
Florida
$275K +$28.6K +117 +10%
CPWL
1016
Coquina Private Wealth LLC
Florida
$274K +$305K +1,250 New
BFG
1017
Birch Financial Group
New Hampshire
$274K -$111K -455 -27%
GF
1018
Gabelli Funds
New York
$272K +$2.44K +10 +0.8%
VCM
1019
Versant Capital Management
Arizona
$269K -$23.2K -95 -7%
MAWA
1020
Moss Adams Wealth Advisors
Washington
$269K +$16.8K +69 +6%
CCFM
1021
Clear Creek Financial Management
Washington
$269K -$110K -450 -27%
LA
1022
LVW Advisors
New York
$267K -$20.7K -85 -7%
RPCONE
1023
Retirement Planning Company of New England
Rhode Island
$267K -$305K -1,248 -51%
AIM
1024
Aspen Investment Management
Michigan
$266K +$25.9K +106 +10%
EFG
1025
Everest Financial Group
Minnesota
$266K +$296K +1,211 New
39 40
41
42 43