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Name Holding Trade Value Shares
Change 		Change in
Stake
KFG
5051
Kingdom Financial Group
Arizona
$1.22M -$707 -3 -0.1%
SCA
5052
Strathmore Capital Advisors
North Carolina
$1.22M +$1.15M +4,874 New
FP
5053
Foundry Partners
Minnesota
$1.22M +$218K +925 +23%
MWA
5054
Merkkuri Wealth Advisors
New York
$1.22M +$7.31K +31 +0.6%
AC
5055
AlpenGlobal Capital
California
$1.22M +$1.15M +4,860 New
FWMP
5056
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$1.21M +$1.14M +4,840 New
MFF
5057
Michels Family Financial
Texas
$1.21M +$1.14M +4,832 New
SCM
5058
Stordahl Capital Management
Colorado
$1.21M +$83.4K +354 +8%
GAA
5059
Green Alpha Advisors
Colorado
$1.21M -$78K -331 -6%
TC
5060
Tacita Capital
Ontario, Canada
$1.2M -$19.6K -83 -2%
WHRC
5061
W.H. Reaves & Co
New Jersey
$1.2M – – –
AAMC
5062
Asset Allocation & Management Company
Illinois
$1.2M +$1.13M +4,800 New
AC
5063
Avant Capital
Louisiana
$1.2M +$1.13M +4,800 New
SWA
5064
Sightline Wealth Advisors
Connecticut
$1.2M +$236 +1 +0%
PFA
5065
Petra Financial Advisors
Colorado
$1.2M +$6.13K +26 +0.5%
TWA
5066
Tandem Wealth Advisors
Arizona
$1.19M +$40.5K +172 +4%
SCI
5067
Silver Coast Investments
United States
$1.19M -$6.13K -26 -0.5%
ACM
5068
Argyle Capital Management
Pennsylvania
$1.19M – – –
KOMWMG
5069
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$1.19M +$943 +4 +0.1%
FAM
5070
Forte Asset Management
New York
$1.18M – – –
MSRI
5071
Michael S. Ryan Inc
New York
$1.18M -$47.8K -203 -4%
SWA
5072
Strategies Wealth Advisors
Michigan
$1.18M +$1.17M +4,983 New
GC
5073
Gruss & Co
Florida
$1.18M +$236K +1,000 +27%
GSF
5074
Grove Street Fiduciary
New Hampshire
$1.17M +$1.1M +4,688 New
PI
5075
Pachira Investments
California
$1.17M +$471 +2 +0%
201 202
203
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