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Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
3601
Cottonwood Capital Advisors
Utah
$1.86M -$16.3K -114 -0.8%
DWA
3602
Delap Wealth Advisory
Oregon
$1.86M +$2.04M +14,286 New
NFG
3603
Northeast Financial Group
Pennsylvania
$1.84M -$671K -4,696 -25%
RGF
3604
Retirement Guys Formula
Ohio
$1.84M +$139K +976 +7%
MHR
3605
Matthew Hamilton Rosenberg
$1.84M +$18.6K +130 +0.9%
GA
3606
Greytown Advisors
Florida
$1.83M -$1K -7 -0%
MIS
3607
Morningstar Investment Services
Illinois
$1.82M -$656K -4,587 -24%
RPG
3608
Resource Planning Group
Georgia
$1.82M +$2.29K +16 +0.1%
AAMC
3609
Asset Allocation & Management Company
Illinois
$1.82M +$966K +6,757 +93%
RCI
3610
RS Crum Inc
California
$1.82M -$1.43K -10 -0.1%
UFA
3611
US Financial Advisors
Massachusetts
$1.82M +$161K +1,124 +9%
ACA
3612
Aspire Capital Advisors
Washington
$1.82M +$327K +2,291 +20%
IA
3613
Integrity Advisory
Kansas
$1.82M +$431K +3,015 +27%
RGI
3614
River Global Investors
United Kingdom
$1.82M -$2.96M -20,720 -60%
RWM
3615
Raffa Wealth Management
District of Columbia
$1.81M -$240K -1,680 -11%
EE
3616
EWG Elevate
California
$1.81M +$327K +2,286 +20%
FNBOSM
3617
First National Bank of South Miami
Florida
$1.81M -$39K -273 -2%
HIA
3618
HTG Investment Advisors
Connecticut
$1.81M +$1.99M +13,917 New
NEGWA
3619
New England Guild Wealth Advisors
Connecticut
$1.8M -$143K -998 -7%
CPW
3620
Catalyst Private Wealth
California
$1.8M -$427K -2,989 -18%
PWAC
3621
Private Wealth Advisors (California)
California
$1.8M -$25.3K -177 -1%
ONSWM
3622
Old North State Wealth Management
North Carolina
$1.8M -$19.3K -135 -1%
HCM
3623
Hutner Capital Management
Vermont
$1.8M +$688K +4,812 +53%
OLVIG
3624
Oliver Lagore Vanvalin Investment Group
Michigan
$1.79M -$356K -2,490 -15%
WIM
3625
Waycross Investment Management
Washington
$1.79M +$1.97M +13,776 New
143 144
145
146 147