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Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
3001
Curran Financial Partners
South Carolina
$3.67M +$29.5K +188 +0.7%
WKSWA
3002
White Knight Strategic Wealth Advisors
New Jersey
$3.67M -$85.7K -546 -2%
HFG
3003
Heron Financial Group
New York
$3.67M -$92.3K -588 -2%
EWA
3004
ERTS Wealth Advisors
Michigan
$3.66M +$21.2K +135 +0.5%
BC
3005
Barrett & Company
Rhode Island
$3.66M +$4.43M +28,197 New
UAM
3006
Unison Asset Management
Florida
$3.65M +$1.22M +7,778 +42%
AWM
3007
Accel Wealth Management
Iowa
$3.64M -$17.4K -111 -0.4%
VIA
3008
Vickerman Investment Advisors
Washington
$3.64M +$140K +895 +4%
HCM
3009
Hudson Capital Management
New Jersey
$3.63M +$73.9K +471 +2%
AIC
3010
Argus Investors Counsel
New York
$3.63M -$378K -2,408 -8%
GAM
3011
Gould Asset Management
California
$3.63M -$30.6K -195 -0.7%
MMHP
3012
Murphy Middleton Hinkle & Parker
Georgia
$3.62M -$222K -1,416 -5%
FFP
3013
Forbes Financial Planning
Rhode Island
$3.62M -$471 -3 -0%
RA
3014
Rational Advisors
New York
$3.61M -$609K -3,880 -13%
AWP
3015
Abacus Wealth Partners
California
$3.61M -$119K -761 -3%
SWAG
3016
Spectrum Wealth Advisory Group
California
$3.6M -$524K -3,339 -11%
SRSA
3017
S.R. Schill & Associates
Washington
$3.6M -$4.39K -28 -0.1%
BDF
3018
Black Diamond Financial
Maryland
$3.59M -$560K -3,571 -12%
NWA
3019
New World Advisors
Massachusetts
$3.58M +$628 +4 +0%
GSAM
3020
Grant Street Asset Management
Pennsylvania
$3.58M -$563K -3,589 -12%
BB
3021
Bell Bank
North Dakota
$3.58M -$328K -2,091 -7%
BHIC
3022
Bassett Hargrove Investment Counsel
Delaware
$3.58M +$4.06M +25,876 New
GIM
3023
Guild Investment Management
California
$3.57M -$194K -1,238 -5%
OBWP
3024
O'Brien Wealth Partners
Massachusetts
$3.57M +$59K +376 +1%
JJBC
3025
James J. Burns & Company
New York
$3.57M +$4.05M +25,808 New
119 120
121
122 123