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Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
3701
Keating Wealth Management
Colorado
$3.11M +$2.99M +16,167 New
NC
3702
NinePointTwo Capital
California
$3.11M – – –
AFS
3703
Aft Forsyth & Sober
Florida
$3.1M – – –
LGG
3704
Luts & Greenleigh Group
Maryland
$3.1M -$20.5K -111 -0.7%
MSG
3705
Main Street Group
Virginia
$3.09M +$2.96M +16,046 New
FCM
3706
Fourpath Capital Management
Oklahoma
$3.08M -$53.4K -289 -2%
CFO
3707
Custos Family Office
Texas
$3.08M +$8.12K +44 +0.3%
SMF
3708
Sterling Manor Financial
New York
$3.08M -$240K -1,299 -8%
IDBONY
3709
Israel Discount Bank of New York
New York
$3.08M -$18.6K -101 -0.6%
WFPG
3710
Waller Financial Planning Group
Ohio
$3.07M +$497K +2,691 +20%
WB
3711
West Bancorporation
Iowa
$3.07M -$207K -1,122 -7%
SIM
3712
SSI Investment Management
California
$3.07M -$10.7K -58 -0.4%
HWP
3713
Heritage Wealth Partners
Ohio
$3.07M -$28.1K -152 -0.9%
TAM
3714
Tucker Asset Management
Colorado
$3.06M -$77K -417 -3%
AIA
3715
Alternative Investment Advisors
Florida
$3.06M -$200K -1,085 -6%
KLI
3716
Kelman-Lazarov Inc
Tennessee
$3.05M +$26.6K +144 +0.9%
BFA
3717
Buttonwood Financial Advisors
Maryland
$3.05M -$23.8K -129 -0.8%
VCM
3718
Viewpoint Capital Management
Washington
$3.05M +$387K +2,096 +15%
JWBC
3719
John W. Brooker & Co
California
$3.05M +$24K +130 +0.8%
LC
3720
Lavaca Capital
Texas
$3.05M -$6.04M -32,728 -67%
PWM
3721
Pinnacle Wealth Management
California
$3.04M +$428K +2,320 +17%
E
3722
ETFidea
New York
$3.04M +$8.12K +44 +0.3%
NSG
3723
Nalls Sherbakoff Group
Tennessee
$3.04M -$51K -276 -2%
KS
3724
Karpas Strategies
Connecticut
$3.03M +$1.2M +6,497 +70%
ACP
3725
Arcus Capital Partners
Georgia
$3.03M +$102K +555 +4%
147 148
149
150 151