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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
2076
Riversedge Advisors
Delaware
$205K +$219K +2,849 New
SHFP
2077
Second Half Financial Partners
Florida
$204K -$37.8K -491 -15%
IA
2078
IFC Advisors
California
$204K -$31.2K -405 -12%
HWM
2079
HighMark Wealth Management
Minnesota
$204K +$2.31K +30 +1%
AT
2080
Adelphi Trust
Florida
$204K -$60.7K -789 -22%
PB
2081
Pinnacle Bancorp
Nebraska
$204K -$55K -715 -20%
CPWM
2082
Cypress Point Wealth Management
Texas
$203K +$218K +2,828 New
FF
2083
Farrell Financial
New York
$203K +$218K +2,827 New
RPWA
2084
Regent Peak Wealth Advisors
Georgia
$202K +$4.77K +62 +2%
AF
2085
Avanza Fonder
Sweden
$202K +$9.85K +128 +5%
SIA
2086
SeaBridge Investment Advisors
New Jersey
$201K -$115K -1,500 -35%
SOAMC
2087
Spirit of America Management Corp
New York
$201K +$38.5K +500 +22%
GCM
2088
Gallacher Capital Management
Colorado
$201K +$215K +2,793 New
TC
2089
Trilogy Capital
California
$201K -$55.2K -717 -20%
EWA
2090
Evolution Wealth Advisors
Florida
$200K -$77 -1 -0%
FL
2091
FreeGulliver LLC
Louisiana
$200K +$214K +2,784 New
SIS
2092
Sound Income Strategies
Florida
$197K +$30.2K +393 +17%
GITFIT
2093
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$194K +$11.5K +150 +6%
TSMHT
2094
Thurston Springer Miller Herd & Titak
Indiana
$191K -$57.7K -750 -22%
EP
2095
Elkhorn Partners
Nebraska
$187K +$53.9K +700 +37%
ESC
2096
Eurizon SLJ Capital
$186K -$512K -6,652 -72%
FWA
2097
Flagship Wealth Advisors
Massachusetts
$184K +$1.54K +20 +1%
FMP
2098
Financial Management Professionals
Texas
$183K -$23.5K -305 -11%
FP
2099
Financial Perspectives
Minnesota
$183K – – –
NEWAS
2100
N.E.W. Advisory Services
Wisconsin
$181K – – –
82 83
84
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