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Name Holding Trade Value Shares
Change 		Change in
Stake
RW
2576
REDW Wealth
New Mexico
$204K +$445 +10 +0.2%
CA
2577
Centerpoint Advisors
Massachusetts
$204K +$95.6K +2,147 +66%
JFA
2578
JNBA Financial Advisors
Minnesota
$203K -$5.79K -130 -2%
FA
2579
Fountainhead AM
New Jersey
$202K +$2.9K +65 +1%
BBPWM
2580
Blue Bell Private Wealth Management
Pennsylvania
$202K +$4.94K +111 +2%
SL
2581
Sentinus LLC
Illinois
$202K +$236K +5,309 New
JJBC
2582
James J. Burns & Company
New York
$202K +$237K +5,329 New
APW
2583
Acima Private Wealth
Virginia
$201K – – –
CPA
2584
Cardiff Park Advisors
California
$201K -$238K -5,334 -50%
CCM
2585
Community Capital Management
Florida
$201K -$147K -3,300 -38%
MAA
2586
Mraz Amerine & Associates
California
$201K -$7.26K -163 -3%
SWP
2587
Summit Wealth Partners
Florida
$201K +$7.3K +164 +3%
PP
2588
PrairieView Partners
Minnesota
$199K +$31.4K +705 +16%
TFM
2589
TFC Financial Management
Massachusetts
$198K -$40.3K -904 -15%
HI
2590
Hoey Investments
Pennsylvania
$193K – – –
VIA
2591
Virtus Investment Advisers
Connecticut
$193K +$226K +5,073 New
TC
2592
Truvestments Capital
Florida
$192K -$21.5K -483 -9%
FMP
2593
Financial Management Professionals
Texas
$191K -$108K -2,418 -32%
ACM
2594
Antonetti Capital Management
Florida
$185K – – –
PVH
2595
Psagot Value Holdings
Israel
$184K – – –
BHWM
2596
Beaird Harris Wealth Management
Texas
$184K +$158K +3,539 +272%
MFT
2597
Moisand Fitzgerald Tamayo
Florida
$177K -$5.34K -120 -3%
ACM
2598
AUA Capital Management
Pennsylvania
$176K -$24.9K -559 -11%
WR
2599
WD Rutherford
Oregon
$174K +$204K +4,575 New
APP
2600
Alpha Paradigm Partners
Illinois
$172K +$201K +4,520 New
102 103
104
105 106