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Name Holding Trade Value Shares
Change 		Change in
Stake
AWMG
5201
ADG Wealth Management Group
Louisiana
$1.56M +$109K +380 +8%
SA
5202
Seneschal Advisors
Washington
$1.56M -$28.6K -100 -2%
GSCM
5203
Greenfield Seitz Capital Management
Texas
$1.55M +$22.9K +80 +2%
CHIA
5204
Copper Harbor Investment Advisors
Wisconsin
$1.55M +$1.54M +5,368 New
HAP
5205
Harbor Asset Planning
Massachusetts
$1.55M – – –
QCM
5206
Qsemble Capital Management
New York
$1.55M +$1.54M +5,368 New
TC
5207
Tacita Capital
Ontario, Canada
$1.55M -$33.8K -118 -2%
BTIM
5208
BancFirst Trust & Investment Management
Oklahoma
$1.55M +$1.08M +3,779 +219%
SFP
5209
SwitchPoint Financial Planning
Utah
$1.55M -$1.14K -4 -0.1%
SC
5210
Shay Capital
New York
$1.55M -$1.48M -5,175 -49%
JAA
5211
Joel Adams & Associates
North Carolina
$1.55M – – –
LWM
5212
Lighthouse Wealth Management
Ohio
$1.55M -$4K -14 -0.3%
WIM
5213
Waycross Investment Management
Washington
$1.54M -$46.1K -161 -3%
BF
5214
Brooklyn FI
New York
$1.53M +$324K +1,132 +32%
ACA
5215
Ackerman Capital Advisors
Texas
$1.53M +$10.3K +36 +0.7%
SA
5216
SPWM Advisors
Michigan
$1.53M +$115K +403 +10%
AWA
5217
Argo Wealth Advisory
Virginia
$1.53M -$8.01K -28 -0.5%
GHA
5218
Good Harbor Advisors
Massachusetts
$1.53M -$235K -821 -13%
FJWM
5219
Ferguson Johnson Wealth Management
Maryland
$1.52M +$37.2K +130 +3%
VFIC
5220
Valley Forge Investment Consultants
Pennsylvania
$1.52M -$106K -371 -7%
PF
5221
Prota Financial
Texas
$1.52M -$445K -1,554 -23%
DCM
5222
Davidson Capital Management
Texas
$1.51M -$1.33M -4,656 -47%
HA
5223
HFG Advisors
Ohio
$1.51M -$58.9K -206 -4%
UFF
5224
USA Financial Formulas
Michigan
$1.51M +$512K +1,789 +52%
SAM
5225
SVRN Asset Management
Texas
$1.51M – – –
207 208
209
210 211