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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
4101
EPIQ Partners
Minnesota
$4.27M -$108K -377 -2%
IIWM
4102
Investment Insight Wealth Management
New York
$4.27M -$19.2K -67 -0.5%
MPWS
4103
McCarter Private Wealth Services
Massachusetts
$4.27M +$26.6K +93 +0.6%
SPP
4104
Single Point Partners
Massachusetts
$4.27M -$107K -374 -2%
PIP
4105
Philadelphia Investment Partners
New Jersey
$4.27M -$138K -483 -3%
AIA
4106
Accelerate Investment Advisors
California
$4.26M +$317K +1,107 +8%
MA
4107
MKT Advisors
California
$4.25M +$34K +119 +0.9%
FSCM
4108
Front Street Capital Management
Montana
$4.24M -$4.36M -15,243 -51%
DI
4109
Decision Investments
California
$4.24M -$858 -3 -0%
SCM
4110
Saxony Capital Management
Missouri
$4.24M +$410K +1,433 +11%
LAI
4111
Legal Advantage Investments
California
$4.24M +$455K +1,591 +12%
KWA
4112
Kellett Wealth Advisors
Ohio
$4.24M -$24.3K -85 -0.6%
PWM
4113
PTM Wealth Management
United States
$4.24M +$77.2K +270 +2%
AAS
4114
AdviceOne Advisory Services
Connecticut
$4.24M +$74.1K +259 +2%
EC
4115
Eaton-Cambridge
Arizona
$4.23M +$189K +662 +5%
CPL
4116
CAP Partners LLC
Tennessee
$4.23M -$137K -478 -3%
FSAG
4117
Financial Solutions Advisory Group
Illinois
$4.23M +$73.2K +256 +2%
BIA
4118
Baer Investment Advisory
California
$4.22M +$295K +1,032 +7%
LF
4119
Lighthouse Financial
Florida
$4.22M -$155K -542 -4%
CWMS
4120
Cannon Wealth Management Services
North Carolina
$4.22M +$134K +470 +3%
WAM
4121
Werlinich Asset Management
Connecticut
$4.22M -$28.6K -100 -0.7%
PHWM
4122
Palatine Hill Wealth Management
Michigan
$4.22M +$9.44K +33 +0.2%
MDA
4123
Minot DeBlois Advisors
Massachusetts
$4.22M -$156K -544 -4%
FWA
4124
FOCUS Wealth Advisors
Texas
$4.21M -$28.9K -101 -0.7%
BI
4125
BFI Infinity
Switzerland
$4.21M +$3.9M +13,648 +1,516%
163 164
165
166 167