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Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
5151
Beacon Wealthcare LLC
North Carolina
$1.67M – – –
CFG
5152
CMC Financial Group
Georgia
$1.67M -$541K -1,891 -25%
JSA
5153
Jim Saulnier & Associates
Colorado
$1.67M -$66.4K -232 -4%
UCM
5154
Up Capital Management
California
$1.66M -$8.29K -29 -0.5%
DA
5155
DCF Advisers
Connecticut
$1.66M – – –
WA
5156
Wealthstar Advisors
Texas
$1.66M +$572 +2 +0%
CC
5157
Citrine Capital
California
$1.66M +$43.8K +153 +3%
SCM
5158
Sheridan Capital Management
California
$1.66M +$572 +2 +0%
CWM
5159
Copia Wealth Management
Oregon
$1.66M -$16.9K -59 -1%
TR
5160
Tepp RIA
New Jersey
$1.66M +$131K +457 +9%
SA
5161
SoundView Advisors
Washington
$1.66M +$42.9K +150 +3%
GC
5162
Gruss & Co
Florida
$1.65M +$429K +1,500 +36%
CFCS
5163
CDM Financial Counseling Services
Connecticut
$1.65M -$200K -700 -11%
IWP
5164
IAG Wealth Partners
Wisconsin
$1.65M -$49.5K -173 -3%
FWA
5165
FORM Wealth Advisors
Wisconsin
$1.64M -$40.6K -142 -2%
EWP
5166
Equity Wealth Partners
Missouri
$1.63M +$551K +1,925 +52%
OFG
5167
Opulen Financial Group
Virginia
$1.63M +$128K +449 +9%
GC
5168
GatePass Capital
Ohio
$1.63M +$124K +434 +8%
AMIM
5169
Aull & Monroe Investment Management
Alabama
$1.63M +$61.5K +215 +4%
WCP
5170
Welch Capital Partners
New York
$1.62M – – –
STB
5171
S&T Bank
Pennsylvania
$1.62M +$213K +744 +15%
AI
5172
ArchPoint Investors
Florida
$1.62M – – –
PF
5173
Parker Financial
Washington
$1.62M -$1.14K -4 -0.1%
HB
5174
Horizon Bancorp
Indiana
$1.61M -$70.9K -248 -4%
AGM
5175
Alpine Global Management
New York
$1.61M +$1.6M +5,581 New
205 206
207
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