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Name Holding Trade Value Shares
Change 		Change in
Stake
NPI
4051
New Perspectives Inc
Mississippi
$2.65M +$18.6K +100 +0.8%
FPWM
4052
FSB Premier Wealth Management
Iowa
$2.65M -$28.9K -155 -1%
PWAC
4053
Private Wealth Advisors (California)
California
$2.65M +$2.24K +12 +0.1%
KSWWM
4054
Keyes Stange & Wooten Wealth Management
Florida
$2.64M -$29.5K -158 -1%
HFF
4055
Halter Ferguson Financial
Indiana
$2.64M +$66.6K +357 +3%
SF
4056
Safeguard Financial
Wisconsin
$2.64M +$346K +1,856 +17%
FP
4057
Fiduciary Planning
Florida
$2.63M -$61.2K -328 -3%
PFG
4058
Pinnacle Financial Group
Illinois
$2.63M +$265K +1,419 +13%
ADBIC
4059
A.D. Beadell Investment Counsel
Wisconsin
$2.63M -$247K -1,325 -10%
B
4060
Birchbrook
Maine
$2.63M -$20.5K -110 -0.9%
MWM
4061
Mittelman Wealth Management
Massachusetts
$2.63M – – –
HIS
4062
Harvest Investment Services
Illinois
$2.61M -$141K -755 -6%
RS
4063
Retirement Solution
Washington
$2.61M -$39.7K -213 -2%
LFDLE
4064
La Financiere de L'Echiquier
France
$2.61M -$290K -1,554 -11%
ACMA
4065
Arbor Capital Management (Alaska)
Alaska
$2.61M -$81.3K -436 -3%
CWAF
4066
Core Wealth Advisors (Florida)
Florida
$2.6M -$130K -698 -5%
PIWA
4067
Prevail Innovative Wealth Advisors
Kansas
$2.6M +$993K +5,324 +76%
CWM
4068
Cherrydale Wealth Management
New Jersey
$2.6M +$496K +2,658 +27%
SFM
4069
Systematic Financial Management
New Jersey
$2.6M – – –
GPW
4070
Gray Private Wealth
Massachusetts
$2.58M -$91.8K -492 -4%
SAM
4071
Silphium Asset Management
United Kingdom
$2.57M +$2.28M +12,200 New
AFO
4072
Arrowroot Family Office
California
$2.57M -$65.8K -353 -3%
MFG
4073
Menard Financial Group
Texas
$2.56M +$268K +1,438 +13%
GCP
4074
Gill Capital Partners
Colorado
$2.56M -$80.2K -430 -3%
HC
4075
Hara Capital
Washington
$2.56M -$39.2K -210 -2%
161 162
163
164 165