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Name Holding Trade Value Shares
Change 		Change in
Stake
BH
5001
Burk Holdings
Oklahoma
$1.11M -$10.4K -46 -1%
EAM
5002
Everstar Asset Management
North Carolina
$1.11M +$78.2K +346 +9%
SAMC
5003
Spectrum Asset Management (California)
California
$1.1M +$12.9K +57 +1%
LWA
5004
Lowe Wealth Advisors
Maryland
$1.09M -$4.52K -20 -0.5%
LA
5005
LWM Advisors
California
$1.09M -$204K -903 -17%
HAFS
5006
Hapanowicz & Associates Financial Services
Pennsylvania
$1.09M +$115K +509 +13%
BWM
5007
Boyd Wealth Management
California
$1.09M -$239K -1,057 -20%
GWM
5008
GoalFusion Wealth Management
Texas
$1.09M -$330K -1,460 -25%
HA
5009
HFG Advisors
Ohio
$1.09M +$7.23K +32 +0.8%
AAMC
5010
Asset Allocation & Management Company
Illinois
$1.08M -$122K -540 -11%
EFN
5011
Equita Financial Network
Pennsylvania
$1.08M -$204K -905 -18%
GCM
5012
Graver Capital Management
Ohio
$1.08M -$103K -456 -10%
GFA
5013
Grunden Financial Advisory
Texas
$1.08M +$452 +2 +0%
VPI
5014
Value Partners Investments
Manitoba, Canada
$1.08M +$168K +743 +21%
FA
5015
Freestate Advisors
Kansas
$1.08M +$39.3K +174 +4%
AAA
5016
AG Asset Advisory
California
$1.08M -$6.78K -30 -0.7%
SWP
5017
Significant Wealth Partners
Illinois
$1.07M -$37.3K -165 -4%
SPA
5018
Shore Point Advisors
New Jersey
$1.07M +$63.3K +280 +7%
GC
5019
Gruss & Co
Florida
$1.07M +$339K +1,500 +56%
TWA
5020
Trellis Wealth Advisors
California
$1.07M – – –
EWA
5021
Emergent Wealth Advisors
New York
$1.07M +$39.1K +173 +4%
OCFG
5022
O'Connor Financial Group
Illinois
$1.06M +$20.8K +92 +2%
BPAMU
5023
BTG Pactual Asset Management US
New York
$1.06M +$633K +2,804 +208%
AFTS
5024
American Financial & Tax Strategies
New York
$1.06M -$678K -3,000 -42%
SAIG
5025
Semper Augustus Investments Group
Colorado
$1.05M – – –
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