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Name Holding Trade Value Shares
Change 		Change in
Stake
WG
4051
Winton Group
United Kingdom
$3.17M +$3.31M +14,290 New
CWM
4052
ClientFirst Wealth Management
Arkansas
$3.17M – – –
AIM
4053
Advyzon Investment Management
Illinois
$3.17M +$1.19M +5,155 +57%
SG
4054
Sharper & Granite
California
$3.16M -$249K -1,075 -7%
FFG
4055
Floyd Financial Group
Missouri
$3.16M -$976K -4,211 -23%
AFGAS
4056
Allegiance Financial Group Advisory Services
Virginia
$3.16M -$160K -692 -5%
VCM
4057
Viewpoint Capital Management
Washington
$3.15M -$139K -600 -4%
KCM
4058
Kennicott Capital Management
California
$3.15M -$132K -569 -4%
CFGSD
4059
Compass Financial Group (South Dakota)
South Dakota
$3.15M +$10.2K +44 +0.3%
AL
4060
ADE LLC
Maryland
$3.14M -$273K -1,179 -8%
PCP
4061
Panoramic Capital Partners
Oregon
$3.14M -$96.8K -418 -2%
ODA
4062
One Degree Advisors
California
$3.14M +$212K +914 +7%
RL
4063
RPO LLC
Connecticut
$3.13M +$3.27M +14,102 New
CWMS
4064
Cannon Wealth Management Services
North Carolina
$3.13M +$57K +246 +2%
MWA
4065
Muirfield Wealth Advisors
North Carolina
$3.12M +$12.7K +55 +0.4%
CFG
4066
Certior Financial Group
Pennsylvania
$3.12M -$154K -666 -5%
WI
4067
WBI Investments
New Jersey
$3.11M +$362K +1,564 +13%
EW
4068
Enzi Wealth
Texas
$3.11M -$120K -519 -3%
IC
4069
Inkwell Capital
Florida
$3.11M -$989K -4,270 -23%
EW
4070
Entruity Wealth
California
$3.1M +$215K +930 +7%
GWA
4071
GGM Wealth Advisors
Maryland
$3.1M +$6.02K +26 +0.2%
CAG
4072
Cypress Advisory Group
Arizona
$3.1M – – –
RW
4073
REDW Wealth
New Mexico
$3.09M -$582K -2,514 -15%
BCM
4074
Brown Capital Management
Maryland
$3.09M -$6.16M -26,602 -66%
DF
4075
DecisionPoint Financial
Arizona
$3.08M -$24.3K -105 -0.8%
161 162
163
164 165