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Name Holding Trade Value Shares
Change 		Change in
Stake
LFWA
1301
LiftPoint Family Wealth Advisors
New Jersey
$245K +$256K +1,208 New
SIM
1302
Sentry Investment Management
Wisconsin
$245K – – –
BFC
1303
Bedel Financial Consulting
Indiana
$245K +$424 +2 +0.2%
TCWM
1304
Total Clarity Wealth Management
Illinois
$244K -$591K -2,789 -70%
ECM
1305
EagleClaw Capital Management
Massachusetts
$244K – – –
SMA
1306
Seven Mile Advisory
New Jersey
$244K -$78K -368 -23%
OC
1307
Oakworth Capital
Alabama
$242K – – –
CIP
1308
Convergence Investment Partners
Florida
$242K -$15.3K -72 -6%
BPAMU
1309
BTG Pactual Asset Management US
New York
$242K +$253K +1,192 New
EP
1310
Ehrenkranz Partners
New York
$240K +$251K +1,184 New
GWANC
1311
Guardian Wealth Advisors (North Carolina)
North Carolina
$240K -$1.27K -6 -0.5%
MFG
1312
Magnus Financial Group
New York
$240K +$6.57K +31 +3%
WFAG
1313
Worth Financial Advisory Group
North Carolina
$239K -$8.48K -40 -3%
LA
1314
Legacy Advisors
Pennsylvania
$239K +$71K +335 +40%
AWA
1315
AGH Wealth Advisors
Kansas
$239K -$31.6K -149 -11%
AA
1316
Armis Advisers
Georgia
$239K -$192K -907 -44%
NA
1317
Navellier & Associates
Nevada
$239K -$3.88M -18,324 -94%
ACI
1318
Alpha Cubed Investments
California
$238K – – –
KCAM
1319
Kagan Cocozza Asset Management
New Jersey
$238K – – –
PA
1320
PFG Advisors
Arizona
$237K -$210K -989 -46%
FOA
1321
Five Oceans Advisors
California
$237K -$5.09K -24 -2%
MWM
1322
Modera Wealth Management
New Jersey
$236K +$42.8K +202 +21%
TCA
1323
Transcend Capital Advisors
New Jersey
$236K +$55.3K +261 +29%
AIC
1324
Argus Investors Counsel
New York
$236K – – –
MWM
1325
MOR Wealth Management
Pennsylvania
$236K +$246K +1,160 New
51 52
53
54 55