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Name Holding Trade Value Shares
Change 		Change in
Stake
MFP
2801
Meridian Financial Partners
Virginia
$6.58M +$5.94M +34,077 New
MCM
2802
Monument Capital Management
Virginia
$6.57M +$235K +1,351 +4%
PSF
2803
Pacific Sun Financial
California
$6.57M +$6.95M +39,867 New
SFWC
2804
Strategic Family Wealth Counselors
New Jersey
$6.56M -$697 -4 -0%
UC
2805
Unio Capital
New Jersey
$6.55M -$969K -5,560 -14%
GWA
2806
GGM Wealth Advisors
Maryland
$6.54M -$5.05K -29 -0.1%
BIM
2807
Barton Investment Management
Pennsylvania
$6.54M +$19.2K +110 +0.3%
LWM
2808
Lodestone Wealth Management
Washington
$6.54M -$121K -692 -2%
PSP
2809
Pacific Sage Partners
Washington
$6.54M +$2.96K +17 +0.1%
EFM
2810
Eley Financial Management
Vermont
$6.53M -$52.3K -300 -0.9%
MHWM
2811
Montz Harcus Wealth Management
Louisiana
$6.52M +$124K +714 +2%
PPW
2812
Pasadena Private Wealth
California
$6.51M -$39.7K -228 -0.7%
NRW
2813
Nova R Wealth
Kansas
$6.5M -$66.9K -384 -1%
WWMSC
2814
Wagner Wealth Management (South Carolina)
South Carolina
$6.49M -$17.3K -99 -0.3%
EA
2815
Ellsworth Advisors
Ohio
$6.47M -$299K -1,716 -5%
MSE
2816
MUFG Securities EMEA
United Kingdom
$6.46M -$55.5M -318,502 -91%
TFO
2817
Tarbox Family Office
California
$6.46M -$60.6K -348 -1%
FI
2818
Fosun International
China
$6.45M – – –
SPFA
2819
Summit Place Financial Advisors
New Jersey
$6.45M -$134K -770 -2%
HI
2820
Hudock Inc
Pennsylvania
$6.45M +$119K +683 +2%
1WM
2821
1900 Wealth Management
Texas
$6.43M -$648K -3,716 -10%
WQ
2822
Wealth Quarterback
New Jersey
$6.43M +$1.3M +7,461 +29%
LIG
2823
Lokken Investment Group
Delaware
$6.43M -$38.2K -219 -0.7%
NFG
2824
Norris Financial Group
South Carolina
$6.43M +$211K +1,213 +4%
TC
2825
TAP Consulting
Missouri
$6.43M -$2.84M -16,320 -33%
111 112
113
114 115