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Name Holding Trade Value Shares
Change 		Change in
Stake
OBWP
2701
O'Brien Wealth Partners
Massachusetts
$4.57M +$110K +846 +3%
LWP
2702
Lumature Wealth Partners
Georgia
$4.57M +$300K +2,313 +7%
AIFAIM
2703
American Institute for Advanced Investment Management
Arizona
$4.56M +$180K +1,389 +4%
CG
2704
Castellan Group
Kentucky
$4.56M – – –
CF
2705
Corrigan Financial
Rhode Island
$4.56M +$720K +5,558 +20%
PP
2706
PrairieView Partners
Minnesota
$4.55M -$458K -3,536 -10%
ACM
2707
AUA Capital Management
Pennsylvania
$4.55M – – –
GDP
2708
Great Diamond Partners
Maine
$4.54M +$112K +862 +3%
CIM
2709
Cambria Investment Management
California
$4.54M +$595K +4,592 +16%
PA
2710
Parkside Advisors
California
$4.53M +$34.2K +264 +0.8%
SPFA
2711
Summit Place Financial Advisors
New Jersey
$4.52M +$188K +1,452 +5%
SIM
2712
SSI Investment Management
California
$4.51M -$13.1K -101 -0.3%
FSCM
2713
Front Street Capital Management
Montana
$4.51M -$68.5K -529 -1%
DFG
2714
Demars Financial Group
Washington
$4.51M +$3.89K +30 +0.1%
MAG
2715
Mayfair Advisory Group
Alabama
$4.5M +$36K +278 +0.9%
PCFFS
2716
Pacific Center for Financial Services
California
$4.5M +$536K +4,133 +14%
PWM
2717
PBMares Wealth Management
Virginia
$4.49M +$247K +1,910 +6%
CC
2718
Cypress Capital
Tennessee
$4.48M +$248K +1,914 +6%
MA
2719
Mosaic Advisors
Texas
$4.47M -$31.5K -243 -0.7%
BWP
2720
Bernardo Wealth Planning
Pennsylvania
$4.47M +$28K +216 +0.7%
HI
2721
Hudock Inc
Pennsylvania
$4.46M -$1.04M -8,000 -20%
BHWA
2722
Beacon Harbor Wealth Advisors
Virginia
$4.46M +$119K +917 +3%
CPC
2723
Consolidated Planning Corp
Georgia
$4.46M -$25.7K -198 -0.6%
GAM
2724
Geier Asset Management
Maryland
$4.44M +$76.8K +593 +2%
DA
2725
Dash Acquisitions
California
$4.43M +$152K +1,174 +4%
107 108
109
110 111