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Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
4001
Elgethun Capital Management
South Dakota
$4.68M +$344K +1,204 +8%
MWA
4002
Motive Wealth Advisors
Michigan
$4.68M +$70.1K +245 +2%
RRWA
4003
Rainey & Randall Wealth Advisors
Florida
$4.68M -$286 -1 -0%
AHIA
4004
Andrew Hill Investment Advisors
Florida
$4.67M -$1.31M -4,568 -22%
WDL
4005
Well Done LLC
Michigan
$4.67M -$1.77M -6,200 -28%
FWM
4006
FMB Wealth Management
California
$4.67M -$50.3K -176 -1%
SFP
4007
Sterling Financial Planning
New Jersey
$4.67M +$128K +449 +3%
CFS
4008
CGC Financial Services
Oregon
$4.66M +$417K +1,459 +10%
MCC
4009
Malaga Cove Capital
California
$4.66M +$17.7K +62 +0.4%
DCM
4010
Dimension Capital Management
Florida
$4.65M +$12.6K +44 +0.3%
KC
4011
Karras Company
Utah
$4.65M -$29.5K -103 -0.6%
IA
4012
IMZ Advisory
Florida
$4.65M +$2.57K +9 +0.1%
AWM
4013
Ariadne Wealth Management
California
$4.64M +$1.63M +5,698 +55%
ASG
4014
Advisory Solutions Group
Minnesota
$4.63M +$4.58M +16,005 New
PHIMC
4015
Private Harbour Investment Management & Counsel
Ohio
$4.63M -$10.3K -36 -0.2%
BCP
4016
Berkeley Capital Partners
Georgia
$4.63M +$12.9K +45 +0.3%
RAM
4017
Redmond Asset Management
Virginia
$4.62M -$71.2K -249 -2%
FTA
4018
Financial & Tax Architects
Missouri
$4.61M -$242K -845 -5%
AGA
4019
Arkos Global Advisors
Texas
$4.61M +$89.5K +313 +2%
BOM
4020
Bank of Marin
California
$4.6M -$3.19M -11,168 -41%
VW
4021
Vantus Wealth
Pennsylvania
$4.6M +$4.55M +15,906 New
CAM
4022
CPA Asset Management
Florida
$4.6M +$74.9K +262 +2%
TCMP
4023
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.58M -$531K -1,857 -10%
GCL
4024
Gouws Capital LLC
North Carolina
$4.58M – – –
FPWM
4025
FSB Premier Wealth Management
Iowa
$4.58M +$204K +714 +5%
159 160
161
162 163