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Name Holding Trade Value Shares
Change 		Change in
Stake
IC
3676
Iconiq Capital
California
$2.06M +$35.6K +241 +2%
FPIS
3677
Financial Planning & Information Services
Wisconsin
$2.06M +$148 +1 +0%
HPM
3678
Hudson Portfolio Management
New York
$2.06M -$73.8K -500 -4%
HWA
3679
Heartwood Wealth Advisors
Virginia
$2.06M +$47.2K +320 +3%
VBFP
3680
Valtinson Bruner Financial Planning
Minnesota
$2.06M +$7.23K +49 +0.4%
TA
3681
TrueWealth Advisors
Alabama
$2.06M -$76.4K -518 -4%
LFDLE
3682
La Financiere de L'Echiquier
France
$2.05M +$1.01M +6,852 +122%
CMP
3683
Courage Miller Partners
Virginia
$2.05M +$399K +2,707 +28%
RIA
3684
Richwood Investment Advisors
Ohio
$2.05M -$6.64K -45 -0.4%
SHWM
3685
Smith & Howard Wealth Management
Georgia
$2.05M -$340K -2,307 -16%
RWM
3686
Refined Wealth Management
Utah
$2.04M +$44.4K +301 +2%
PFG
3687
Pinnacle Financial Group
Illinois
$2.03M -$10.5K -71 -0.6%
SPI
3688
Sutton Place Investors
New York
$2.03M +$67.6K +458 +4%
MFG
3689
Menard Financial Group
Texas
$2.03M +$49.7K +337 +3%
GFL
3690
Granite FO LLC
New Hampshire
$2.03M +$1.47M +9,955 +499%
BWM
3691
BlackDiamond Wealth Management
New York
$2.02M +$129K +875 +8%
CFO
3692
Capitol Family Office
Oregon
$2.02M – – –
AR
3693
Apeiron RIA
Texas
$2.02M -$131K -886 -7%
OGF
3694
Orin Green Financial
California
$2.02M -$121K -822 -6%
CWAF
3695
Core Wealth Advisors (Florida)
Florida
$2.02M -$28.9K -196 -2%
PFG
3696
PAX Financial Group
Texas
$2.01M -$14.2K -96 -0.8%
VCM
3697
Viewpoint Capital Management
Washington
$2.01M -$11.5K -78 -0.6%
CFA
3698
Camarda Financial Advisors
Florida
$2M -$212K -1,440 -11%
UCB
3699
United Community Bank
South Carolina
$2M – – –
T
3700
TRUADVICE
Florida
$2M +$122K +826 +8%
146 147
148
149 150