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Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
2801
Kelleher Financial Advisors
New York
$392K -$227K -1,059 -37%
FFWM
2802
Future Financial Wealth Management
Ohio
$389K -$268K -1,247 -42%
GCA
2803
Greenwood Capital Associates
South Carolina
$389K +$69.3K +323 +22%
CFD
2804
Creative Financial Designs
Indiana
$387K -$76.2K -355 -17%
AIP
2805
Ahrens Investment Partners
Louisiana
$387K -$10.7K -50 -3%
ZIG
2806
Zuckerman Investment Group
Illinois
$387K +$25.8K +120 +7%
LA
2807
Lifeworks Advisors
Michigan
$387K +$384K +1,788 New
AI
2808
Accredited Investors
Minnesota
$383K +$44.2K +206 +13%
TCM
2809
Tran Capital Management
California
$382K – – –
APW
2810
Aurora Private Wealth
New Jersey
$382K +$29.2K +136 +8%
KM
2811
Kalos Management
Georgia
$381K +$21K +98 +6%
SWM
2812
Scissortail Wealth Management
Oklahoma
$381K +$378K +1,760 New
AFS
2813
Annapolis Financial Services
Maryland
$380K -$25.5K -119 -6%
DB
2814
Dravo Bay
Delaware
$379K +$403K +1,876 New
DWA
2815
Divergent Wealth Advisors
Utah
$378K -$20.2K -94 -5%
NC
2816
NovaPoint Capital
Georgia
$378K +$30.1K +140 +9%
CCA
2817
Catalyst Capital Advisors
New York
$377K -$21.5K -100 -5%
RF
2818
Rollins Financial
Georgia
$377K +$374K +1,741 New
CWM
2819
C2C Wealth Management
Arizona
$376K +$372K +1,733 New
CS
2820
Cannell & Spears
New York
$375K +$141K +659 +61%
FIBT
2821
First International Bank & Trust
North Dakota
$374K +$370K +1,725 New
WRM
2822
Weybosset Research & Management
Rhode Island
$373K – – –
CSPAM
2823
Cary Street Partners Asset Management
Virginia
$371K -$704K -3,278 -66%
TWA
2824
TPB Wealth Advisors
Texas
$369K – – –
MAM
2825
Marquette Asset Management
Minnesota
$368K -$4.94K -23 -1%
111 112
113
114 115