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Name Holding Trade Value Shares
Change 		Change in
Stake
DM
4101
Diker Management
New York
$2.69M -$7.07K -35 -0.3%
CSF
4102
Capital Squared Financial
Maryland
$2.69M +$2.64M +13,090 New
AF
4103
Atala Financial
California
$2.68M +$2.62M +12,950 +10,792%
AFIA
4104
America First Investment Advisors
Nebraska
$2.68M – – –
LFS
4105
Leibman Financial Services
Nebraska
$2.68M -$265K -1,311 -9%
BFAG
4106
Blackston Financial Advisory Group
Florida
$2.68M -$130K -644 -5%
SWM
4107
Shepherd Wealth Management
Ohio
$2.67M -$3.61M -17,865 -60%
CS
4108
Capital Square
Tennessee
$2.67M -$222K -1,100 -8%
DWM
4109
Dopkins Wealth Management
New York
$2.66M – – –
CWM
4110
CarsonAllaria Wealth Management
Illinois
$2.66M -$2.63K -13 -0.1%
EE
4111
EWG Elevate
California
$2.66M -$4.24K -21 -0.2%
DWM
4112
Dogwood Wealth Management
Kansas
$2.66M +$690K +3,418 +37%
O3W
4113
Omni 360 Wealth
New Jersey
$2.66M +$219K +1,085 +9%
WCM
4114
Weik Capital Management
Pennsylvania
$2.66M +$20.6K +102 +0.8%
RA
4115
Riverstone Advisors
Texas
$2.66M -$333K -1,651 -11%
WTFG
4116
Wood Tarver Financial Group
Idaho
$2.65M +$24K +119 +0.9%
SCP
4117
Stevens Capital Partners
Nebraska
$2.65M +$684K +3,385 +37%
SC
4118
Swan Capital
Florida
$2.65M +$155K +768 +6%
WWP
4119
Waypoint Wealth Partners
California
$2.65M -$179K -888 -6%
MWM
4120
MinichMacGregor Wealth Management
New York
$2.65M -$330K -1,634 -11%
OWIM
4121
Old West Investment Management
California
$2.65M – – –
3F
4122
360 Financial
Minnesota
$2.64M +$483K +2,392 +23%
BIA
4123
Baer Investment Advisory
California
$2.64M -$32.1K -159 -1%
PS
4124
Portfolio Strategies
New York
$2.64M -$9.49K -47 -0.4%
WFL
4125
Wealth Forward LLC
North Dakota
$2.64M +$99.2K +491 +4%
163 164
165
166 167