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Name Holding Trade Value Shares
Change 		Change in
Stake
GRWP
3026
Green Ridge Wealth Planning
New Jersey
$9.29M -$525K -1,837 -5%
NF
3027
Napier Financial
Massachusetts
$9.28M -$1.06M -3,720 -10%
PCFFS
3028
Pacific Center for Financial Services
California
$9.28M -$27.5K -96 -0.3%
NFG
3029
Norris Financial Group
South Carolina
$9.26M +$105K +368 +1%
CFFP
3030
Center for Financial Planning
Michigan
$9.26M +$49.5K +173 +0.5%
LFS
3031
Legacy Financial Strategies
Kansas
$9.25M +$70.7K +247 +0.8%
SCM
3032
Saba Capital Management
New York
$9.25M -$1.29M -4,513 -12%
RPCONE
3033
Retirement Planning Company of New England
Rhode Island
$9.25M -$913K -3,193 -9%
WJA
3034
Willis Johnson & Associates
Texas
$9.25M -$6.26M -21,873 -41%
HCM
3035
Hudson Capital Management
New Jersey
$9.25M +$82.7K +289 +0.9%
IAG
3036
Investment Advisory Group
Massachusetts
$9.24M +$360K +1,258 +4%
GMF
3037
Grace & Mercy Foundation
New York
$9.23M – – –
BRPW
3038
Ballast Rock Private Wealth
South Carolina
$9.23M +$89.5K +313 +1%
ALAM
3039
Asahi Life Asset Management
Japan
$9.23M -$213K -746 -2%
PSP
3040
Pacific Sage Partners
Washington
$9.22M -$552K -1,930 -6%
OFA
3041
Orographic Financial Advisors
Colorado
$9.21M -$498K -1,740 -5%
SAMT
3042
Select Asset Management & Trust
Pennsylvania
$9.21M -$166K -582 -2%
DCM
3043
Delta Capital Management
New Jersey
$9.19M +$17.2K +60 +0.2%
OFW
3044
Omnia Family Wealth
Florida
$9.19M -$16.3K -57 -0.2%
PSCM
3045
Per Stirling Capital Management
Texas
$9.18M -$191K -669 -2%
BC
3046
Barrett & Company
Rhode Island
$9.18M +$1.17M +4,082 +15%
AIP
3047
Almanack Investment Partners
Pennsylvania
$9.18M +$4.29M +15,001 +90%
MMA
3048
Mizuho Markets Americas
New York
$9.17M -$37.2K -130 -0.4%
WWM
3049
WT Wealth Management
Arizona
$9.16M +$776K +2,712 +9%
CWMP
3050
Clarion Wealth Managment Partners
Virginia
$9.16M +$79.8K +279 +0.9%
120 121
122
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