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Name Holding Trade Value Shares
Change 		Change in
Stake
TP
2526
Tranquility Partners
Tennessee
$854K +$666K +1,921 New
EMC
2527
Everest Management Corp
California
$853K +$15.6K +45 +2%
MWM
2528
Massachusetts Wealth Management
Massachusetts
$851K +$1.73K +5 +0.3%
SWA
2529
Serenus Wealth Advisors
California
$850K -$89.1K -257 -12%
SFM
2530
Signet Financial Management
New Jersey
$850K +$98.2K +283 +17%
LCM
2531
Leisure Capital Management
California
$849K +$29.5K +85 +5%
YIA
2532
YHB Investment Advisors
Connecticut
$847K -$3.81K -11 -0.6%
MRP
2533
Measured Risk Portfolios
California
$846K +$87.1K +251 +15%
BGDI
2534
BW Gestao de Investimentos
Brazil
$841K +$656K +1,890 New
TFA
2535
TPG Financial Advisors
Oregon
$840K -$36.8K -106 -5%
IP
2536
Investment Partners
Ohio
$837K – – –
SWA
2537
Strata Wealth Advisors
Texas
$835K +$16.3K +47 +3%
BAS
2538
Breakthru Advisory Services
Wisconsin
$835K +$651K +1,877 New
FFP
2539
Freedom Financial Partners
Minnesota
$834K -$4.86K -14 -0.7%
VC
2540
Vicus Capital
Pennsylvania
$833K +$274K +789 +73%
CFGA
2541
Cambridge Financial Group (Arizona)
Arizona
$831K – – –
RMP
2542
Richards, Merrill & Peterson
Washington
$830K +$82.5K +238 +15%
ACA
2543
Aspire Capital Advisors
Washington
$830K -$9.02K -26 -1%
RSA
2544
River Street Advisors
Illinois
$829K -$25.3K -73 -4%
SFG
2545
Sovereign Financial Group
Connecticut
$829K -$57.6K -166 -8%
1M
2546
1248 Management
Missouri
$826K -$5.86M -16,897 -90%
GJWM
2547
Gilliland Jeter Wealth Management
Arkansas
$826K +$5.55K +16 +0.9%
BCP
2548
Blue Chip Partners
Michigan
$825K +$19.8K +57 +3%
NWA
2549
Navis Wealth Advisors
New York
$825K -$1.04K -3 -0.2%
FPW
2550
Fairvoy Private Wealth
Alabama
$825K -$58.3K -168 -8%
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102
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