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Name Holding Trade Value Shares
Change 		Change in
Stake
AGP
4201
Autumn Glory Partners
Texas
$3.35M -$1.07M -4,558 -25%
AWM
4202
Avondale Wealth Management
Texas
$3.35M -$286K -1,213 -8%
PGIM
4203
Pacific Global Investment Management
California
$3.35M -$42.3M -179,331 -93%
OA
4204
Operose Advisors
Wisconsin
$3.34M -$360K -1,527 -10%
NA
4205
Nestegg Advisors
New York
$3.34M +$3.43M +14,534 New
OGF
4206
Orin Green Financial
California
$3.34M -$2.66M -11,275 Closed
FWM
4207
Forza Wealth Management
Florida
$3.32M -$69.1K -293 -2%
FWA
4208
FSC Wealth Advisors
New York
$3.31M +$53.3K +226 +2%
BPW
4209
Bingham Private Wealth
California
$3.31M +$3.12M +13,221 New
CFO
4210
Capitol Family Office
Oregon
$3.31M – – –
NCMW
4211
Northern Capital Management (Washington)
Washington
$3.31M -$21.7K -92 -0.7%
SMF
4212
Sterling Manor Financial
New York
$3.3M -$94.3K -400 -3%
RWA
4213
Rooted Wealth Advisors
Illinois
$3.3M +$74.5K +316 +2%
CWM
4214
Cherrydale Wealth Management
New Jersey
$3.3M +$176K +745 +6%
DA
4215
Drake & Associates
Wisconsin
$3.3M +$431K +1,830 +14%
FA
4216
Financial Alternatives
California
$3.29M -$48.5K -206 -2%
MFT
4217
Moisand Fitzgerald Tamayo
Florida
$3.29M -$189K -803 -6%
DM
4218
Diker Management
New York
$3.29M – – –
VBWMG
4219
Von Berge Wealth Management Group
California
$3.28M -$176K -746 -5%
EP
4220
Elkhorn Partners
Nebraska
$3.28M – – –
HIGP
4221
Hill Investment Group Partners
Missouri
$3.28M +$946K +4,016 +44%
APWM
4222
Anchor Pointe Wealth Management
Missouri
$3.27M +$3.05M +12,961 New
EW
4223
Entruity Wealth
California
$3.27M +$3.07M +13,044 New
SPWG
4224
Sage Private Wealth Group
Illinois
$3.27M -$20.7K -88 -0.7%
AFIA
4225
America First Investment Advisors
Nebraska
$3.27M +$1.19M +5,042 +63%
167 168
169
170 171