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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
3401
Pathway Financial Advisors
Vermont
$3.19M +$92.2K +503 +3%
CBC
3402
Coombe, Bender & Co
New York
$3.19M -$299K -1,632 -8%
HFRG
3403
Houlihan Financial Resource Group
Virginia
$3.19M +$3.42M +18,668 New
CWM
3404
Cahill Wealth Management
Michigan
$3.19M +$183 +1 +0%
GSC
3405
G&S Capital
Colorado
$3.18M +$346K +1,887 +11%
NRC
3406
New Republic Capital
North Carolina
$3.18M +$336K +1,830 +11%
RWRC
3407
R.W. Roge & Company
New York
$3.17M +$12.3K +67 +0.4%
CWA
3408
CJM Wealth Advisers
Virginia
$3.17M +$76.3K +416 +2%
CI
3409
Cavalier Investments
Georgia
$3.17M +$122K +664 +4%
TCMP
3410
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.16M +$350K +1,911 +12%
GFG
3411
Goldstone Financial Group
Illinois
$3.16M +$42.7K +233 +1%
EHWM
3412
Eads & Heald Wealth Management
Georgia
$3.15M -$89.7K -489 -3%
T
3413
TNF
Montana
$3.15M +$3.67K +20 +0.1%
CNFG
3414
Creegan & Nassoura Financial Group
New Hampshire
$3.15M -$182K -990 -5%
DWA
3415
Delap Wealth Advisory
Oregon
$3.15M +$2.87M +15,669 +577%
TCM
3416
Tributary Capital Management
Nebraska
$3.15M -$49.5K -270 -1%
AWM
3417
AllSquare Wealth Management
New York
$3.14M -$63.3K -345 -2%
ACA
3418
Aspire Capital Advisors
Washington
$3.14M +$785K +4,279 +30%
AWM
3419
Avaii Wealth Management
Wisconsin
$3.14M +$261K +1,423 +8%
PG
3420
Proffitt & Goodson
Tennessee
$3.14M -$30.8K -168 -0.9%
RPCA
3421
Running Point Capital Advisors
California
$3.13M +$33.9K +185 +1%
RL
3422
Rogco LP
Oklahoma
$3.13M +$3.35M +18,259 New
AW
3423
Apricus Wealth
South Carolina
$3.13M -$81.6K -445 -2%
OFS
3424
Oldfather Financial Services
Nebraska
$3.13M +$16.3K +89 +0.5%
ICP
3425
Interchange Capital Partners
Pennsylvania
$3.12M +$427K +2,326 +15%
135 136
137
138 139