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Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
5001
Stordahl Capital Management
Colorado
$1.06M -$13.7K -59 -1%
AC
5002
Avant Capital
Louisiana
$1.06M -$11.1K -48 -1%
KFG
5003
Kingdom Financial Group
Arizona
$1.05M -$29.4K -127 -3%
ACM
5004
Argyle Capital Management
Pennsylvania
$1.05M – – –
SFS
5005
Sharp Financial Services
Pennsylvania
$1.05M +$225K +971 +26%
MSRI
5006
Michael S. Ryan Inc
New York
$1.05M – – –
BCG
5007
BayBridge Capital Group
California
$1.05M -$116K -502 -10%
JHP
5008
James Hambro & Partners
United Kingdom
$1.04M +$27.8K +120 +3%
GCM
5009
Graver Capital Management
Ohio
$1.04M -$50.3K -217 -4%
AWA
5010
Aquire Wealth Advisors
Utah
$1.04M -$238K -1,028 -18%
GP
5011
Geneva Partners
Wisconsin
$1.04M -$14.2M -61,096 -93%
NP
5012
Ninepoint Partners
Ontario, Canada
$1.04M -$196K -848 -15%
MWM
5013
McMill Wealth Management
Nebraska
$1.04M +$21.1K +91 +2%
EWM
5014
Endowment Wealth Management
Wisconsin
$1.04M +$13K +56 +1%
LIA
5015
Luken Investment Analytics
Tennessee
$1.03M +$29.9K +129 +3%
CWP
5016
Clark Wealth Partners
Illinois
$1.03M +$145K +625 +16%
LA
5017
LWM Advisors
California
$1.03M -$8.57K -37 -0.7%
PCM
5018
Perkins Capital Management
Minnesota
$1.03M – – –
DC
5019
Defender Capital
North Carolina
$1.03M -$579K -2,501 -35%
FFW
5020
Fusion Family Wealth
New York
$1.03M – – –
KOMWMG
5021
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.03M -$26.9K -116 -2%
RWM
5022
Reston Wealth Management
Virginia
$1.03M +$73.4K +317 +7%
LFA
5023
LGT Financial Advisors
Texas
$1.02M -$463K -2,000 -30%
KGP
5024
Keystone Global Partners
Colorado
$1.02M +$1.07M +4,608 New
SFCL
5025
Strengthening Families & Communities LLC
Massachusetts
$1.02M +$298K +1,285 +36%
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