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Name Holding Trade Value Shares
Change 		Change in
Stake
EPM
4651
Elm Partners Management
Pennsylvania
$1.51M +$1.23M +6,092 +483%
SCA
4652
Sippican Capital Advisors
Massachusetts
$1.5M -$404 -2 -0%
HBCM
4653
Heron Bay Capital Management
Michigan
$1.5M -$4.02M -19,917 -73%
BIS
4654
BG Investment Services
Guam
$1.49M +$238K +1,177 +19%
CFS
4655
Cannon Financial Strategists
Georgia
$1.49M -$11.7K -58 -0.8%
TA
4656
TCM Advisors
West Virginia
$1.49M – – –
BAM
4657
Blueshift Asset Management
New Jersey
$1.49M +$1.19M +5,885 +428%
UWS
4658
Unique Wealth Strategies
Illinois
$1.49M +$16.8K +83 +1%
OWM
4659
Orgel Wealth Management
Wisconsin
$1.48M -$48.5K -240 -3%
CCA
4660
Coign Capital Advisors
Utah
$1.48M +$18.4K +91 +1%
SL
4661
SWMG LLC
Texas
$1.48M -$148K -732 -10%
HSWM
4662
Hubbell Strickland Wealth Management
Louisiana
$1.48M +$5.25K +26 +0.4%
HFS
4663
Hopwood Financial Services
Virginia
$1.48M -$315K -1,559 -18%
CJ
4664
Caitlin John
Michigan
$1.47M +$954K +4,726 +192%
NCG
4665
Newport Capital Group
New Jersey
$1.47M +$606 +3 +0%
UIM
4666
Unified Investment Management
Georgia
$1.47M +$46K +228 +3%
SCA
4667
Sulzberger Capital Advisors
Florida
$1.47M -$364K -1,800 -20%
ACA
4668
Ascension Capital Advisors
Texas
$1.47M -$53.5K -265 -4%
WWM
4669
Whalen Wealth Management
Nevada
$1.47M +$81.8K +405 +6%
CA
4670
Claris Advisors
Missouri
$1.47M -$694K -3,435 -32%
MWP
4671
Meriwether Wealth & Planning
Louisiana
$1.47M +$117K +580 +9%
SIMC
4672
Squire Investment Management Company
Utah
$1.47M +$65.6K +325 +5%
AFTS
4673
American Financial & Tax Strategies
New York
$1.47M – – –
VFA
4674
Voya Financial Advisors
Connecticut
$1.46M -$61.8K -306 -4%
LWM
4675
Lionsbridge Wealth Management
Florida
$1.46M -$2.06M -10,208 -59%
185 186
187
188 189