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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1701
Seamount Financial Group
Colorado
$498K +$3.22K +20 +0.7%
SFG
1702
Synergy Financial Group
California
$496K +$1.93K +12 +0.4%
WG
1703
Wealth Group
North Carolina
$493K -$14.5K -90 -3%
AWM
1704
Accel Wealth Management
Iowa
$492K -$161 -1 -0%
CHAM
1705
Clear Harbor Asset Management
Connecticut
$491K -$4.18K -26 -0.9%
ACM
1706
Arlington Capital Management
Illinois
$491K +$3.22K +20 +0.7%
DWAM
1707
Duncan Williams Asset Management
Tennessee
$490K +$5.47K +34 +1%
LF
1708
LifePlan Financial
Minnesota
$490K -$6.27K -39 -1%
MA
1709
MJP Associates
Connecticut
$488K -$37.6K -234 -7%
VAG
1710
VisionPoint Advisory Group
Texas
$488K -$18.2K -113 -4%
GCM
1711
Glaxis Capital Management
Florida
$487K – – –
FCM
1712
Fairbanks Capital Management
California
$487K +$161K +1,000 +50%
FAFN
1713
First Affirmative Financial Network
Colorado
$483K +$77.9K +484 +19%
AIA
1714
Alera Investment Advisors
Illinois
$482K +$236K +1,469 +98%
HG
1715
Harbor Group
New Hampshire
$482K -$22.5K -140 -5%
TCM
1716
Tran Capital Management
California
$481K +$477K +2,968 New
RWI
1717
Red Wave Investments
Pennsylvania
$480K – – –
IP
1718
Ignite Planners
California
$480K -$19.6K -122 -4%
SGAM
1719
Smith Group Asset Management
Texas
$479K -$6.67M -41,450 -93%
ONST
1720
Old North State Trust
North Carolina
$479K – – –
CIM
1721
Contravisory Investment Management
Massachusetts
$478K +$474K +2,947 New
KWMG
1722
King Wealth Management Group
Florida
$478K +$12.9K +80 +3%
OIA
1723
Optimum Investment Advisors
Illinois
$478K +$105K +650 +28%
WA
1724
Wealth Alliance
New York
$476K -$56K -348 -11%
CCA
1725
Cobblestone Capital Advisors
New York
$476K -$59.5K -370 -11%
67 68
69
70 71