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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
2951
Alliance Wealth Management Group
New Jersey
$5.7M -$136K -783 -3%
GWAG
2952
Garrett Wealth Advisory Group
Texas
$5.7M +$256K +1,471 +5%
RHP
2953
Royal Harbor Partners
Texas
$5.69M +$18.5K +106 +0.4%
VIA
2954
Vickerman Investment Advisors
Washington
$5.69M +$136K +778 +3%
RFA
2955
Register Financial Advisors
Georgia
$5.69M -$300K -1,724 -6%
PBF
2956
Petix & Botte Financial
California
$5.69M +$2.63M +15,065 +106%
HFS
2957
Heritage Financial Services
Massachusetts
$5.68M +$218K +1,249 +4%
AWP
2958
Accretive Wealth Partners
New Jersey
$5.67M +$23.7K +136 +0.5%
LC
2959
Landaas & Company
Wisconsin
$5.67M -$34.7K -199 -0.7%
VAF
2960
Values Added Financial
District of Columbia
$5.66M +$5.08M +29,158 New
WOC
2961
West Oak Capital
California
$5.65M -$201K -1,155 -4%
SL
2962
Summitry LLC
California
$5.65M -$233K -1,340 -4%
IIL
2963
Insight Inv LLC
California
$5.65M -$30.3K -174 -0.6%
HP
2964
Hyperion Partners
Pennsylvania
$5.65M +$90.6K +520 +2%
RSA
2965
River Street Advisors
Illinois
$5.64M -$303K -1,740 -6%
PTC
2966
Provident Trust Company
Wisconsin
$5.64M – – –
WPA
2967
West Paces Advisors
Georgia
$5.64M -$576K -3,305 -10%
APM
2968
Advanced Portfolio Management
New York
$5.63M +$5.06M +29,025 New
RWA
2969
Rainsberger Wealth Advisors
Colorado
$5.63M -$1.28M -7,369 -20%
AI
2970
AXS Investments
New York
$5.63M +$444K +2,548 +10%
MWVC
2971
Morgens Waterfall Vintiadis & Co
New York
$5.63M -$87.1K -500 -2%
MWPCG
2972
Measured Wealth Private Client Group
New Hampshire
$5.6M -$69.5K -399 -1%
EWM
2973
Elmwood Wealth Management
California
$5.6M -$911K -5,228 -15%
HCM
2974
Hudson Capital Management
New Jersey
$5.59M -$71.3K -409 -1%
PFP
2975
Paragon Financial Partners
California
$5.57M +$5.75K +33 +0.1%
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