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Name Holding Trade Value Shares
Change 		Change in
Stake
KC
1601
Knuff & Co
California
$364K -$285K -3,950 -44%
CI
1602
Corient IA
Florida
$364K +$360K +5,000 New
CCM
1603
Check Capital Management
California
$364K +$107K +1,490 +43%
SCM
1604
Sirios Capital Management
Massachusetts
$363K -$11.9M -165,762 -97%
GFG
1605
Goldstone Financial Group
Illinois
$362K +$94.2K +1,308 +36%
FPCP
1606
Fort Point Capital Partners
California
$362K +$358K +4,968 New
SCM
1607
Sterneck Capital Management
Missouri
$361K – – –
CWMK
1608
Caliber Wealth Management (Kansas)
Kansas
$359K +$355K +4,922 New
CP
1609
Covenant Partners
Tennessee
$356K – – –
SSWM
1610
Strait & Sound Wealth Management
California
$354K +$350K +4,864 New
FA
1611
Fountainhead AM
New Jersey
$354K +$51.1K +709 +17%
CC
1612
Commons Capital
Massachusetts
$353K +$22.3K +310 +7%
SIC
1613
Salem Investment Counselors
North Carolina
$353K +$75.9K +1,054 +28%
OWA
1614
One Wealth Advisors
California
$351K +$108K +1,504 +45%
SW
1615
StrongBox Wealth
Missouri
$350K – – –
WAM
1616
Wakefield Asset Management
Colorado
$350K +$346K +4,808 New
VC
1617
Veracity Capital
Georgia
$348K +$344K +4,779 New
FFA
1618
Founders Financial Alliance
North Carolina
$345K +$341K +4,733 New
JIP
1619
Jaffetilchin Investment Partners
Florida
$342K -$191K -2,655 -36%
RWPA
1620
Richard W. Paul & Associates
Michigan
$342K -$3.03K -42 -0.9%
MF
1621
Manuka Financial
Virginia
$341K – – –
UAG
1622
United Advisor Group
Ohio
$339K +$20.7K +288 +7%
BCA
1623
Bay Colony Advisors
Massachusetts
$339K +$61.9K +859 +23%
RZH
1624
Relyea Zuckerberg Hanson
Connecticut
$337K +$75.9K +1,053 +29%
DCM
1625
Dudley Capital Management
Virginia
$336K +$5.4K +75 +2%
63 64
65
66 67