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Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
2601
Joseph P. Lucia & Associates
New York
$5.5M +$606K +4,240 +11%
SFS
2602
Solitude Financial Services
Virginia
$5.49M -$689K -4,818 -10%
BIA
2603
Beacon Investment Advisors
Maryland
$5.49M +$6.04M +42,238 New
PSB
2604
Piscataqua Savings Bank
New Hampshire
$5.48M -$98.9K -692 -2%
GP
2605
Greenline Partners
New York
$5.48M -$1.76M -12,318 -23%
TI
2606
tru Independence
Oregon
$5.47M -$129K -902 -2%
WR
2607
WD Rutherford
Oregon
$5.46M -$131K -915 -2%
PA
2608
PSI Advisors
Florida
$5.46M -$28K -196 -0.5%
RFN
2609
RDA Financial Network
Iowa
$5.46M +$76.2K +533 +1%
GBI
2610
GP Brinson Investments
Illinois
$5.46M – – –
LAM
2611
Lynch Asset Management
Pennsylvania
$5.46M – – –
KC
2612
Kades & Cheifetz
Pennsylvania
$5.46M +$6M +41,987 New
RA
2613
RiverPark Advisors
New York
$5.44M -$2.18M -15,286 -27%
BA
2614
Bridge Advisory
California
$5.44M -$12.6K -88 -0.2%
AFA
2615
American Financial Advisors
Georgia
$5.44M +$39.7K +278 +0.7%
TWP
2616
Tempus Wealth Planning
California
$5.43M -$315K -2,202 -5%
BAM
2617
Bosun Asset Management
Illinois
$5.43M -$1.58M -11,049 -21%
IAS
2618
IMA Advisory Services
Colorado
$5.43M -$634K -4,434 -10%
DWM
2619
Denver Wealth Management
Colorado
$5.42M +$37.6K +263 +0.6%
AGA
2620
Accuvest Global Advisors
Utah
$5.42M +$2.64M +18,459 +79%
AFC
2621
AFT Forsyth & Company
Florida
$5.41M -$351K -2,455 -6%
SFWA
2622
Summit Financial Wealth Advisors
Louisiana
$5.4M -$5.29K -37 -0.1%
GWM
2623
Gray Wealth Management
Maine
$5.4M +$268K +1,875 +5%
EFG
2624
Ethos Financial Group
Pennsylvania
$5.4M +$5.79M +40,503 New
AG
2625
AIA Group
Hong Kong
$5.37M -$2.9M -20,258 -33%
103 104
105
106 107