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Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
3701
Monte Financial Group
Connecticut
$1.63M +$30.7K +215 +2%
HIM
3702
Hillsdale Investment Management
Ontario, Canada
$1.63M +$58.6K +410 +3%
RCM
3703
Raleigh Capital Management
North Carolina
$1.62M +$693K +4,847 +63%
FPIS
3704
Financial Planning & Information Services
Wisconsin
$1.62M +$164K +1,150 +10%
CA
3705
Claris Advisors
Missouri
$1.62M -$8.72K -61 -0.5%
RIA
3706
Richwood Investment Advisors
Ohio
$1.62M -$9K -63 -0.5%
CWAF
3707
Core Wealth Advisors (Florida)
Florida
$1.61M +$94.8K +663 +6%
WRM
3708
Weybosset Research & Management
Rhode Island
$1.61M -$4.14K -29 -0.2%
PFG
3709
Pinnacle Financial Group
Illinois
$1.61M +$4.72K +33 +0.3%
PIM
3710
Profit Investment Management
Maryland
$1.61M – – –
MWA
3711
Motive Wealth Advisors
Michigan
$1.61M +$91.2K +638 +5%
PFG
3712
PAX Financial Group
Texas
$1.6M -$199K -1,395 -10%
PWM
3713
Pinnacle Wealth Management
California
$1.59M -$123K -864 -7%
IC
3714
Iconiq Capital
California
$1.59M -$44.3K -310 -2%
VCM
3715
Viewpoint Capital Management
Washington
$1.59M +$60.6K +424 +4%
CFO
3716
Capitol Family Office
Oregon
$1.59M -$2.56M -17,910 -59%
PIA
3717
Pinion Investment Advisors
Kansas
$1.59M -$787K -5,504 -31%
ECM
3718
Elgethun Capital Management
South Dakota
$1.59M +$143 +1 +0%
RSS
3719
Rosenblum Silverman Sutton
California
$1.59M -$212K -1,481 -11%
FF
3720
Francis Financial
$1.58M +$28.6K +200 +2%
HWA
3721
Heartwood Wealth Advisors
Virginia
$1.58M +$383K +2,677 +28%
AWA
3722
Aletheian Wealth Advisors
Washington
$1.58M +$538K +3,765 +45%
UCB
3723
United Community Bank
South Carolina
$1.58M +$196K +1,371 +13%
XSC
3724
X-Square Capital
Puerto Rico
$1.57M +$163K +1,143 +10%
RWM
3725
Refined Wealth Management
Utah
$1.57M +$129K +901 +8%
147 148
149
150 151