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Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1301
Capital Planning Advisors
California
$310K -$18.8K -77 -6%
LFG
1302
Lockerman Financial Group
California
$310K – – –
TFM
1303
TFC Financial Management
Massachusetts
$310K +$1.95K +8 +0.6%
OCM
1304
One Capital Management
California
$309K +$2.44K +10 +0.8%
SC
1305
Stance Capital
Massachusetts
$307K +$314K +1,287 New
HPC
1306
HM Payson & Co
Maine
$305K -$48.8K -200 -13%
SIC
1307
Sterling Investment Counsel
New York
$305K -$46.4K -190 -13%
PCM
1308
Prelude Capital Management
New York
$305K +$312K +1,279 New
OL
1309
OneFund LLC
Florida
$303K -$2.69K -11 -0.9%
KA
1310
KLCM Advisors
Wisconsin
$302K – – –
IAIM
1311
International Assets Investment Management
Florida
$301K -$49.8K -204 -14%
OWA
1312
Outlook Wealth Advisors
Texas
$301K +$12.5K +51 +4%
TA
1313
TFB Advisors
Kansas
$301K -$26.1K -107 -8%
AA
1314
Advisory Alpha
Michigan
$301K – – –
KWA
1315
Kingswood Wealth Advisors
California
$301K -$381K -1,562 -55%
SB
1316
Strategic Blueprint
Georgia
$300K +$22K +90 +8%
EW
1317
Evoke Wealth
California
$300K -$127K -519 -29%
EWS
1318
Eagle Wealth Strategies
New Jersey
$299K -$3.91K -16 -1%
GIA
1319
Gateway Investment Advisers
Ohio
$296K -$20.8K -85 -6%
BWP
1320
Balboa Wealth Partners
Arizona
$296K +$82.5K +338 +37%
AIA
1321
Arrow Investment Advisors
Maryland
$295K +$16.4K +67 +6%
AWM
1322
Aprio Wealth Management
Georgia
$295K -$166K -681 -35%
GIM
1323
Groesbeck Investment Management
New Jersey
$293K -$117K -479 -28%
FCM
1324
Fire Capital Management
California
$293K – – –
FOA
1325
Five Oceans Advisors
California
$293K +$732 +3 +0.2%
51 52
53
54 55