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Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
2501
TS Financial Group (TSFG)
Illinois
$231K +$6.19K +139 +2%
MPW
2502
MGO Private Wealth
California
$231K +$271K +6,077 New
AWM
2503
Activest Wealth Management
Florida
$231K +$271K +6,085 New
JPLA
2504
Joseph P. Lucia & Associates
New York
$230K -$59.9K -1,346 -18%
AMM
2505
American Money Management
California
$229K -$308K -6,919 -53%
CCM
2506
Carlson Capital Management
Minnesota
$229K -$31.8K -715 -11%
AFS
2507
AFG Fiduciary Services
Massachusetts
$229K +$49.4K +1,110 +23%
JG
2508
Jefferies Group
New York
$229K +$268K +6,021 New
SPP
2509
Single Point Partners
Massachusetts
$228K -$271K -6,078 -50%
KA
2510
Klingman & Associates
New York
$228K -$65.8K -1,478 -20%
TIM
2511
Total Investment Management
Arizona
$228K +$19.5K +438 +8%
CWM
2512
Cahaba Wealth Management
Georgia
$227K -$17.1K -383 -6%
OCM
2513
Objective Capital Management
Ohio
$226K -$68K -1,526 -20%
NB
2514
Northwest Bancshares
Pennsylvania
$226K -$47.4K -1,065 -15%
UWM
2515
USAdvisors Wealth Management
Minnesota
$226K +$19.5K +438 +8%
CBOR
2516
Community Bank of Raymore
Missouri
$225K – – –
FMN
2517
Financial Management Network
California
$225K +$2.63K +59 +1%
TWP
2518
Tower Wealth Partners
Pennsylvania
$225K +$13K +292 +5%
RCM
2519
Requisite Capital Management
Texas
$225K +$51K +1,146 +24%
FA
2520
Fermata Advisors
California
$223K -$449K -10,085 -63%
AWA
2521
Aaron Wealth Advisors
Illinois
$223K +$49K +1,101 +23%
EBA
2522
Eagle Bay Advisors
New York
$222K -$65.1K -1,461 -20%
TCOK
2523
Trust Company of Kansas
Kansas
$222K -$29.8K -669 -10%
TLCM
2524
Twin Lakes Capital Management
California
$222K +$1.38K +31 +0.5%
EFL
2525
ERn Financial LLC
Wisconsin
$222K +$5.79K +130 +2%
99 100
101
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