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Name Holding Trade Value Shares
Change 		Change in
Stake
JHC
3401
J. Hagan Capital
Kentucky
$5.48M +$5.07M +21,884 New
RP
3402
Raelipskie Partnership
Ontario, Canada
$5.47M +$294K +1,270 +5%
SWM
3403
Salvus Wealth Management
New Jersey
$5.47M -$490K -2,113 -8%
T
3404
Tableaux
Massachusetts
$5.46M -$1.16M -5,000 -17%
GDP
3405
Great Diamond Partners
Maine
$5.46M +$302K +1,304 +6%
PAM
3406
Parvin Asset Management
South Dakota
$5.45M – – –
CIP
3407
Convergence Investment Partners
Florida
$5.45M -$2.46M -10,597 -30%
MFS
3408
Monetta Financial Services
Illinois
$5.44M -$1.97M -8,500 -26%
CWM
3409
Certus Wealth Management
California
$5.44M – – –
LCWP
3410
Legacy Capital Wealth Partners
Arkansas
$5.44M +$146K +629 +3%
FNBSF
3411
First National Bank Sioux Falls
South Dakota
$5.44M +$420K +1,813 +8%
BF
3412
Blankinship & Foster
California
$5.43M -$42.2K -182 -0.7%
CCA
3413
Catalyst Capital Advisors
New York
$5.42M +$498K +2,148 +10%
AWA
3414
AGH Wealth Advisors
Kansas
$5.42M -$69K -298 -1%
LOIM
3415
Liberty One Investment Management
Illinois
$5.42M +$307K +1,323 +6%
MWM
3416
Melfa Wealth Management
Massachusetts
$5.42M -$10.9K -47 -0.2%
TW
3417
Traveka Wealth
California
$5.42M -$565K -2,438 -9%
4WM
3418
44 Wealth Management
Oregon
$5.41M +$261K +1,128 +5%
SPWM
3419
Schrum Private Wealth Management
Florida
$5.4M -$259K -1,117 -4%
OAJ
3420
Ogorek Anthony Joseph
New York
$5.4M +$501K +2,161 +10%
CPP
3421
Capasso Planning Partners
South Carolina
$5.39M -$396K -1,710 -7%
GCM
3422
Generation Capital Management
New York
$5.38M +$73K +315 +1%
AF
3423
Aldebaran Financial
$5.38M -$94.5K -408 -2%
USWIA
3424
UP Strategic Wealth Investment Advisors
Pennsylvania
$5.37M +$251K +1,083 +5%
WFPG
3425
Waller Financial Planning Group
Ohio
$5.36M +$1.53M +6,602 +38%
135 136
137
138 139