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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
3351
Florida Financial Advisors
Florida
$5M -$793K -3,927 -14%
SRA
3352
Secured Retirement Advisors
Minnesota
$5M +$161K +795 +3%
CHA
3353
Cooper/Haims Advisors
New York
$5M +$320K +1,583 +7%
KOC
3354
Koss-Olinger Consulting
Florida
$4.99M -$107K -532 -2%
BTWM
3355
Baker Tilly Wealth Management
Wisconsin
$4.99M -$262K -1,296 -5%
MM
3356
Morangie Management
Florida
$4.98M +$485K +2,403 +11%
4WM
3357
44 Wealth Management
Oregon
$4.98M -$19.4K -96 -0.4%
AWA
3358
Archvest Wealth Advisors
California
$4.97M -$123K -611 -2%
LWM
3359
Lionshead Wealth Management
New York
$4.97M -$240K -1,186 -5%
BWM
3360
BlackDiamond Wealth Management
New York
$4.96M +$90.5K +448 +2%
DI
3361
DDFG Inc
California
$4.96M +$11.3K +56 +0.2%
PFA
3362
Pathway Financial Advisers
Indiana
$4.95M +$71.3K +353 +1%
GCM
3363
Generation Capital Management
New York
$4.95M -$18.2K -90 -0.4%
CPL
3364
Capital & Planning LLC
Georgia
$4.95M +$250K +1,236 +5%
TWM
3365
Topsail Wealth Management
North Carolina
$4.95M -$117K -580 -2%
PS
3366
Pinney & Scofield
Massachusetts
$4.94M +$156K +771 +3%
WFPG
3367
Waller Financial Planning Group
Ohio
$4.94M -$18.8K -93 -0.4%
IIM
3368
InTrack Investment Management
Vermont
$4.93M +$496K +2,457 +11%
KAM
3369
Karani Asset Management
New York
$4.93M -$315K -1,561 -6%
DL
3370
DOHJ LLC
Washington
$4.93M +$92.7K +459 +2%
CCMI
3371
Creative Capital Management Investments
California
$4.92M -$189K -937 -4%
SPWM
3372
Schrum Private Wealth Management
Florida
$4.91M -$70.9K -351 -1%
SCM
3373
Spreng Capital Management
Ohio
$4.91M -$202K -1,001 -4%
CCA
3374
Cypress Capital Advisors
Tennessee
$4.91M -$17.6K -87 -0.4%
CG
3375
Corundum Group
Colorado
$4.91M -$8.89K -44 -0.2%
133 134
135
136 137