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Name Holding Trade Value Shares
Change 		Change in
Stake
7WCP
1051
71 West Capital Partners
Massachusetts
$492K +$513K +2,422 New
SSG
1052
Summit Securities Group
New York
$491K +$513K +2,419 New
LAS
1053
Legacy Advisory Services
Pennsylvania
$489K – – –
IWM
1054
IHT Wealth Management
Illinois
$482K -$37.3K -176 -7%
BCG
1055
Breakwater Capital Group
New Jersey
$482K – – –
TNA
1056
True North Advisors
Texas
$481K -$9.33K -44 -2%
MCP
1057
Miller Capital Partners
Michigan
$479K +$501K +2,361 New
BWA
1058
Basecamp Wealth Advisors
Washington
$475K +$496K +2,340 New
CCG
1059
Capital CS Group
California
$475K -$512K -2,416 -51%
FCM
1060
Fire Capital Management
California
$475K +$235K +1,109 +90%
LFA
1061
Legacy Financial Advisors
Kentucky
$474K +$34.8K +164 +8%
TFS
1062
Thoroughbred Financial Services
Tennessee
$472K -$731K -3,446 -60%
PCM
1063
Prelude Capital Management
New York
$471K +$492K +2,321 New
CAM
1064
Cidel Asset Management
Ontario, Canada
$471K +$42K +198 +9%
LWCFA
1065
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$468K +$53K +250 +11%
CCG
1066
Ceeto Capital Group
Florida
$467K – – –
MGIA
1067
Moneta Group Investment Advisors
Missouri
$466K -$18.7K -88 -4%
HIA
1068
Harbor Investment Advisory
Maryland
$465K -$1.52M -7,161 -76%
4A
1069
4Wealth Advisors
Illinois
$465K +$85.4K +403 +21%
SP
1070
SmartHarvest Portfolios
Washington
$464K +$484K +2,285 New
MFC
1071
Mechanics Financial Corp
Ohio
$463K +$24.4K +115 +5%
MM
1072
MQS Management
New York
$461K +$5.09K +24 +1%
IFO
1073
Independent Family Office
New York
$460K -$49.2K -232 -9%
PWP
1074
Phillips Wealth Planners
Mississippi
$460K -$132K -624 -20%
HFW
1075
Horizon Family Wealth
Illinois
$459K +$2.54K +12 +0.5%
41 42
43
44 45