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Name Holding Trade Value Shares
Change 		Change in
Stake
NEPPG
5301
New England Professional Planning Group
Rhode Island
$1.31M -$36.2K -135 -3%
LFA
5302
LGT Financial Advisors
Texas
$1.31M – – –
AC
5303
Attessa Capital
Arizona
$1.31M +$55.8K +208 +5%
WHRC
5304
W.H. Reaves & Co
New Jersey
$1.3M – – –
GIM
5305
Gold Investment Management
Alberta, Canada
$1.3M +$537 +2 +0%
JRFS
5306
James Reed Financial Services
Ohio
$1.3M +$92.1K +343 +8%
SCM
5307
Stordahl Capital Management
Colorado
$1.3M -$4.83K -18 -0.4%
LWM
5308
Lifetime Wealth Management
Texas
$1.3M +$1.28M +4,781 New
AFW
5309
Atlantic Family Wealth
Florida
$1.3M – – –
IWB
5310
Innovative Wealth Building
Maryland
$1.3M +$31.7K +118 +3%
BCG
5311
BayBridge Capital Group
California
$1.3M -$36.2K -135 -3%
TLFA
5312
True Link Financial Advisors
California
$1.29M +$463K +1,725 +57%
DWM
5313
Daner Wealth Management
Georgia
$1.29M +$22.8K +85 +2%
PWP
5314
Parkwoods Wealth Partners
New York
$1.29M +$452K +1,683 +55%
ACM
5315
Argyle Capital Management
Pennsylvania
$1.29M – – –
MWM
5316
McMill Wealth Management
Nebraska
$1.29M -$1.61K -6 -0.1%
VWA
5317
Valued Wealth Advisors
Utah
$1.29M +$347K +1,293 +38%
SI
5318
Severin Investments
Missouri
$1.28M -$183K -681 -13%
AC
5319
Avant Capital
Louisiana
$1.28M -$30.9K -115 -2%
MSRI
5320
Michael S. Ryan Inc
New York
$1.28M +$1.88K +7 +0.1%
VWM
5321
Verus Wealth Management
Wisconsin
$1.27M -$487K -1,815 -28%
LIA
5322
Luken Investment Analytics
Tennessee
$1.27M +$31.9K +119 +3%
SCM
5323
Sirios Capital Management
Massachusetts
$1.27M -$481K -1,790 -28%
GRQ
5324
Gardner Russo & Quinn
Pennsylvania
$1.27M -$6.71K -25 -0.5%
PPC
5325
Pennington Partners & Co
Maryland
$1.27M -$32.8K -122 -3%
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