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Name Holding Trade Value Shares
Change 		Change in
Stake
SPAS
5001
Spectrum Planning & Advisory Services
California
$932K +$267K +1,323 +41%
HPCM
5002
Hunter Perkins Capital Management
Illinois
$926K -$121K -600 -12%
CE
5003
Cornerstone Enterprises
Wisconsin
$925K -$7.2M -35,633 -89%
HPA
5004
High Probability Advisors
New York
$924K +$69.9K +346 +8%
IWB
5005
Innovative Wealth Building
Maryland
$922K -$3.43K -17 -0.4%
GCM
5006
Gunderson Capital Management
South Carolina
$922K -$720K -3,565 -44%
ICM
5007
Innovator Capital Management
Illinois
$922K -$8.89K -44 -1%
CF
5008
Cyr Financial
Illinois
$918K +$104K +517 +13%
KFG
5009
Kropog Financial Group
Louisiana
$917K +$1.01K +5 +0.1%
GWA
5010
Gutierrez Wealth Advisory
Arkansas
$916K +$543K +2,690 +151%
LODC
5011
Lanham O'Dell & Company
West Virginia
$906K – – –
BH
5012
Burk Holdings
Oklahoma
$904K -$90.9K -450 -9%
SWP
5013
Significant Wealth Partners
Illinois
$899K +$9.29K +46 +1%
PA
5014
Pineridge Advisors
Missouri
$899K +$72.5K +359 +9%
FEM
5015
Fulcrum Equity Management
Texas
$897K -$437K -2,165 -33%
LWA
5016
Lowe Wealth Advisors
Maryland
$886K -$10.1K -50 -1%
AWMG
5017
ADG Wealth Management Group
Louisiana
$886K +$46.6K +231 +6%
RBC
5018
Roble Belko & Company
Pennsylvania
$883K +$230K +1,137 +36%
RFL
5019
RD Finance Ltd
Cyprus
$882K – – –
GG
5020
Gleason Group
Kentucky
$880K +$248K +1,230 +40%
AAA
5021
AG Asset Advisory
California
$874K – – –
SAMC
5022
Spectrum Asset Management (California)
California
$873K -$6.06K -30 -0.7%
OCFG
5023
O'Connor Financial Group
Illinois
$870K +$57.6K +285 +8%
GFA
5024
Grunden Financial Advisory
Texas
$870K -$7.27K -36 -0.8%
PWM
5025
Partnership Wealth Management
Maryland
$870K +$202 +1 +0%
199 200
201
202 203