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Name Holding Trade Value Shares
Change 		Change in
Stake
ARIS
3701
Advanced Research Investment Solutions
California
$1.38M +$429K +2,734 +38%
PP
3702
Prosperity Planning
Missouri
$1.38M -$26.7K -170 -2%
OWM
3703
Orgel Wealth Management
Wisconsin
$1.38M +$14.8K +94 +1%
CM
3704
Columbus Macro
Pennsylvania
$1.38M -$41.3K -263 -3%
NCG
3705
Newport Capital Group
New Jersey
$1.37M +$779K +4,964 +99%
CMA
3706
Cedar Mountain Advisors
Oregon
$1.37M -$9.1K -58 -0.6%
OFG
3707
Omega Financial Group
California
$1.37M +$442K +2,814 +40%
KAM
3708
KEB Asset Management
Illinois
$1.36M -$603K -3,840 -28%
MF
3709
Meridian Financial
Massachusetts
$1.36M +$332K +2,118 +27%
NCM
3710
NCM Capital Management
New Jersey
$1.36M – – –
GG
3711
GenWealth Group
New Jersey
$1.36M – – –
CCM
3712
Cohen Capital Management
California
$1.36M – – –
WA
3713
Wealthstar Advisors
Texas
$1.35M +$91.3K +582 +6%
NWMG
3714
National Wealth Management Group
Ohio
$1.35M +$558K +3,554 +57%
MWM
3715
Maripau Wealth Management
Indiana
$1.35M +$26.1K +166 +2%
DWM
3716
Dopkins Wealth Management
New York
$1.34M +$3.92K +25 +0.3%
AFS
3717
Access Financial Services
Minnesota
$1.34M +$49.4K +315 +3%
TWM
3718
Trevian Wealth Management
Massachusetts
$1.33M +$22.1K +141 +1%
FCC
3719
Flower City Capital
New York
$1.33M +$24.5K +156 +2%
PGWM
3720
Pitti Group Wealth Management
New York
$1.33M -$1.41K -9 -0.1%
TCMP
3721
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.33M -$27K -172 -2%
FA
3722
FC Advisory
Pennsylvania
$1.33M +$1.1K +7 +0.1%
QT
3723
Quantbot Technologies
New York
$1.32M -$470K -2,994 -24%
ICP
3724
Interchange Capital Partners
Pennsylvania
$1.32M +$29.4K +187 +2%
GCC
3725
Game Creek Capital
Massachusetts
$1.32M -$31.4K -200 -2%
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