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Name Holding Trade Value Shares
Change 		Change in
Stake
EFL
3101
ERn Financial LLC
Wisconsin
$4.48M +$50.4K +319 +1%
WCM
3102
Weik Capital Management
Pennsylvania
$4.47M -$13.7K -87 -0.3%
PHIMC
3103
Private Harbour Investment Management & Counsel
Ohio
$4.47M -$134K -851 -3%
LCM
3104
Lewis Capital Management
California
$4.45M +$3.96M +25,075 New
AC
3105
AlphaCore Capital
California
$4.45M -$112K -709 -3%
CSWM
3106
Cassady Schiller Wealth Management
Ohio
$4.44M +$3.96M +25,026 New
TCM
3107
Tributary Capital Management
Nebraska
$4.44M -$132K -835 -3%
AWA
3108
Archvest Wealth Advisors
California
$4.43M +$3.94M +24,949 New
PCMC
3109
Paragon Capital Management (Colorado)
Colorado
$4.43M +$90.1K +570 +2%
AIM
3110
Aspen Investment Management
Michigan
$4.42M -$2.53K -16 -0.1%
GM
3111
GeoWealth Management
Illinois
$4.42M -$199K -1,261 -5%
AIS
3112
American Investment Services
Massachusetts
$4.42M -$7.69M -48,652 -66%
HCM
3113
Hudson Capital Management
New Jersey
$4.42M -$413K -2,613 -10%
CSWG
3114
Cardinal Strategic Wealth Guidance
Kentucky
$4.41M -$98.9K -626 -2%
MCWA
3115
Meadow Creek Wealth Advisors
Georgia
$4.41M +$3.92M +24,823 New
CWA
3116
Capital Wealth Alliance
Arizona
$4.39M -$128K -809 -3%
PWMG
3117
Provence Wealth Management Group
California
$4.39M +$3.91M +24,748 New
SAM
3118
Stewart Asset Management
New York
$4.38M -$7.9K -50 -0.2%
MPCL
3119
My Personal CFO LLC
Washington
$4.38M +$3.9M +24,668 New
PWM
3120
Palumbo Wealth Management
New York
$4.37M +$23.4K +148 +0.6%
QT
3121
Quantbot Technologies
New York
$4.37M +$3.89M +24,631 New
HFS
3122
Heritage Financial Services
Massachusetts
$4.37M +$3.89M +24,596 New
HI
3123
Human Investing
Oregon
$4.36M +$189K +1,196 +5%
SAM
3124
S.A. Mason
Michigan
$4.35M +$135K +857 +4%
SWRP
3125
Summit Wealth & Retirement Planning
California
$4.34M -$248K -1,569 -6%
123 124
125
126 127