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Name Holding Trade Value Shares
Change 		Change in
Stake
ZRP
4651
Zynergy Retirement Planning
New Jersey
$1.02M +$901K +4,834 New
UWS
4652
Unique Wealth Strategies
Illinois
$1.02M – – –
MWM
4653
MBE Wealth Management
Wisconsin
$1.01M +$29.5K +158 +3%
SCI
4654
Silver Coast Investments
United States
$1.01M -$7.27K -39 -0.8%
WHRC
4655
W.H. Reaves & Co
New Jersey
$1.01M – – –
PSA
4656
Plum Street Advisors
Louisiana
$1.01M -$474K -2,540 -35%
EFN
4657
Equita Financial Network
Pennsylvania
$1.01M +$299K +1,601 +50%
LAS
4658
Legacy Advisory Services
Pennsylvania
$1.01M -$540K -2,896 -38%
SWA
4659
Sightline Wealth Advisors
Connecticut
$1.01M +$305K +1,633 +52%
GA
4660
Greytown Advisors
Florida
$1.01M -$222K -1,190 -20%
LIA
4661
Luken Investment Analytics
Tennessee
$1M +$137K +737 +18%
BC
4662
Barnett & Company
Tennessee
$994K – – –
FG
4663
Fairman Group
Pennsylvania
$994K +$373 +2 +0%
SWM
4664
Solano Wealth Management
California
$991K -$327K -1,751 -27%
WFC
4665
Western Financial Corp
California
$988K +$373 +2 +0%
TBC
4666
Ted Buchan & Co
California
$985K -$96.4K -517 -10%
AFG
4667
Arkansas Financial Group
Arkansas
$985K -$6.53K -35 -0.7%
THL
4668
Tillman Hartley LLC
Colorado
$984K -$22K -118 -2%
IDBONY
4669
Israel Discount Bank of New York
New York
$983K -$1.27M -6,832 -59%
GCM
4670
Gunderson Capital Management
South Carolina
$982K +$56.9K +305 +7%
PCM
4671
Perkins Capital Management
Minnesota
$979K – – –
SRCM
4672
Signature Resources Capital Management
California
$976K -$62.5K -335 -7%
UWM
4673
USAdvisors Wealth Management
Minnesota
$975K +$24.6K +132 +3%
MWA
4674
Merkkuri Wealth Advisors
New York
$975K +$865K +4,640 New
EWM
4675
Endowment Wealth Management
Wisconsin
$974K -$41K -220 -5%
185 186
187
188 189