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Name Holding Trade Value Shares
Change 		Change in
Stake
SPFA
2851
Summit Place Financial Advisors
New Jersey
$9.03M +$62.8K +278 +0.8%
BWM
2852
BigSur Wealth Management
Florida
$9.03M -$1.57M -6,944 -16%
AA
2853
Acorns Advisers
California
$9.02M +$630K +2,787 +9%
SIC
2854
Shoker Investment Counsel
Ohio
$9.02M -$31.4K -139 -0.4%
TPW
2855
Tiller Private Wealth
Pennsylvania
$8.99M -$87.7K -388 -1%
SFG
2856
Shum Financial Group
California
$8.98M +$7.97M +35,281 New
HZ
2857
Hixon Zuercher
Ohio
$8.98M +$479K +2,120 +6%
AWA
2858
Alta Wealth Advisors
Massachusetts
$8.98M -$2.71K -12 -0%
MFP
2859
Meridian Financial Partners
Virginia
$8.97M -$25.3K -112 -0.3%
PA
2860
PSI Advisors
Florida
$8.97M +$418K +1,849 +6%
MHWM
2861
Montz Harcus Wealth Management
Louisiana
$8.97M -$13.3K -59 -0.2%
CPG
2862
Cornerstone Planning Group
New Jersey
$8.96M +$802K +3,550 +12%
HI
2863
Hudock Inc
Pennsylvania
$8.95M +$143K +631 +2%
PAWA
2864
Palo Alto Wealth Advisors
California
$8.95M -$187K -826 -2%
BEW
2865
Burton Enright Welch
California
$8.95M +$124K +550 +2%
WCM
2866
Weaver Capital Management
Georgia
$8.94M +$880K +3,895 +12%
CF
2867
Claris Financial
Virginia
$8.94M +$2.74M +12,124 +53%
RPCONE
2868
Retirement Planning Company of New England
Rhode Island
$8.94M -$24.4K -108 -0.3%
AA
2869
Altman Advisors
Illinois
$8.92M -$17.6K -78 -0.2%
GJL
2870
Gendell Jeffrey L
$8.91M -$3.39M -15,000 -30%
JCM
2871
Jacobsen Capital Management
Utah
$8.91M +$74.5K +330 +1%
P
2872
Paradiem
Louisiana
$8.91M – – –
CPA
2873
Cathy Pareto & Associates
Florida
$8.9M -$147K -651 -2%
NF
2874
NavPoint Financial
Minnesota
$8.89M +$452 +2 +0%
EML
2875
Eos Management LP
New York
$8.87M – – –
113 114
115
116 117