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Name Holding Trade Value Shares
Change
Change in
Stake
Capital & Planning LLC
901
Capital & Planning LLC
Georgia
$582K +$579K +3,408 New
PAM
902
Pegasus Asset Management
New York
$581K +$578K +3,403 New
Acorn Wealth Advisors
903
Acorn Wealth Advisors
Michigan
$579K +$575K +3,386 New
Personal CFO Solutions
904
Personal CFO Solutions
New Jersey
$574K +$571K +3,361 New
Denver Wealth Management
905
Denver Wealth Management
Colorado
$571K +$568K +3,341 New
Kornitzer Capital Management
906
Kornitzer Capital Management
Kansas
$570K +$567K +3,337 New
Grimes & Company
907
Grimes & Company
Massachusetts
$569K +$566K +3,332 New
Tower View Wealth Management
908
Tower View Wealth Management
Wisconsin
$568K +$565K +3,326 New
CVFG LLC
909
CVFG LLC
Indiana
$567K +$564K +3,319 New
KFP
910
Kerr Financial Planning
California
$566K +$563K +3,315 New
Bogart Wealth LLC
911
Bogart Wealth LLC
Virginia
$566K +$563K +3,315 New
Notable Capital Management
912
Notable Capital Management
California
$566K +$562K +3,310 New
JB Capital
913
JB Capital
Connecticut
$565K +$562K +3,309 New
Root Financial Partners
914
Root Financial Partners
California
$565K +$562K +3,307 New
Financial Security Advisor
915
Financial Security Advisor
Virginia
$565K +$561K +3,304 New
CAS
916
CTC Alternative Strategies
Illinois
$564K +$561K +3,300 New
Valmark Advisers
917
Valmark Advisers
Ohio
$562K +$559K +3,290 New
Ruggiero Investments
918
Ruggiero Investments
Florida
$562K +$559K +3,288 New
Vance Wealth
919
Vance Wealth
California
$561K +$558K +3,285 New
Mosaic Advisors
920
Mosaic Advisors
Texas
$560K +$556K +3,275 New
Zacks Investment Management
921
Zacks Investment Management
Illinois
$560K +$556K +3,274 New
Fund Advisors of America Inc
922
Fund Advisors of America Inc
Florida
$558K +$554K +3,263 New
Wealth Alliance
923
Wealth Alliance
New York
$556K +$553K +3,254 New
Zullo Investment Group
924
Zullo Investment Group
Pennsylvania
$556K +$553K +3,253 New
BOS Asset Management
925
BOS Asset Management
Illinois
$555K +$552K +3,250 New