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Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
2976
Investment Advisory Group
Massachusetts
$7.69M +$63.9K +286 +0.9%
MFS
2977
Monetta Financial Services
Illinois
$7.69M – – –
IF
2978
Integrity Financial
Wyoming
$7.68M +$1.17M +5,225 +19%
LF
2979
LifeSteps Financial
California
$7.68M +$2.68K +12 +0%
RA
2980
Ruggaard & Associates
Ohio
$7.68M -$1.36M -6,107 -16%
PBO
2981
Peoples Bank (Ohio)
Ohio
$7.67M +$36K +161 +0.5%
RS
2982
Retirement Solution
Washington
$7.65M +$4.57M +20,467 +165%
TFP
2983
Tilia Fiduciary Partners
North Carolina
$7.65M +$370K +1,656 +5%
CGH
2984
CMG Global Holdings
Texas
$7.64M +$207K +926 +3%
TIM
2985
Total Investment Management
Arizona
$7.64M +$443K +1,984 +6%
PCIG
2986
Partners Capital Investment Group
Massachusetts
$7.64M +$4.09M +18,313 +126%
MWA
2987
MFA Wealth Advisors
Pennsylvania
$7.64M -$4.03M -18,067 -36%
PSP
2988
Pacific Sage Partners
Washington
$7.63M -$25.7K -115 -0.3%
MWM
2989
Moran Wealth Management
Florida
$7.63M -$4.69K -21 -0.1%
ATWA
2990
Arbor Trust Wealth Advisors
Michigan
$7.63M – – –
WR
2991
WD Rutherford
Oregon
$7.6M -$91.3K -409 -1%
DAM
2992
Deltec Asset Management
New York
$7.6M +$1.36M +6,093 +23%
LF
2993
Lantz Financial
Illinois
$7.59M +$632K +2,831 +10%
HIS
2994
Horizon Investment Services
Indiana
$7.58M +$6.03K +27 +0.1%
EL
2995
Essex LLC
Illinois
$7.57M -$15K -67 -0.2%
OIM
2996
Opus Investment Management
Massachusetts
$7.55M – – –
BPAMU
2997
BTG Pactual Asset Management US
New York
$7.54M -$582K -2,604 -7%
CFSG
2998
Clark Financial Services Group
Missouri
$7.53M -$465K -2,081 -6%
AFS
2999
Aft Forsyth & Sober
Florida
$7.53M – – –
BHWA
3000
Beacon Harbor Wealth Advisors
Virginia
$7.52M +$856K +3,834 +13%
118 119
120
121 122