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Name Holding Trade Value Shares
Change 		Change in
Stake
RWPA
2901
Richard W. Paul & Associates
Michigan
$1.05M +$1.23M +12,460 New
RGF
2902
Retirement Guys Formula
Ohio
$1.05M +$421K +4,260 +52%
WDG
2903
Wealth Dimensions Group
Ohio
$1.04M +$42.5K +430 +4%
OFG
2904
Omega Financial Group
California
$1.04M +$489K +4,954 +55%
TA
2905
Trellis Advisors
Washington
$1.04M -$231K -2,337 -16%
FBT
2906
First Bank & Trust
South Dakota
$1.04M -$340K -3,445 -22%
NAMM
2907
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.04M -$38.5K -390 -3%
VWM
2908
Valley Wealth Managers
New Jersey
$1.04M +$28.8K +292 +2%
GCC
2909
Guardian Capital (Canada)
Ontario, Canada
$1.04M +$180K +1,821 +17%
BCM
2910
Boltwood Capital Management
California
$1.03M +$1.48K +15 +0.1%
ACM
2911
Allred Capital Management
Texas
$1.03M +$9.58K +97 +0.8%
TF
2912
TimeScale Financial
Massachusetts
$1.03M – – –
BFC
2913
Bedel Financial Consulting
Indiana
$1.03M +$84K +850 +7%
GCM
2914
Gladstone Capital Management
United Kingdom
$1.03M -$115M -1,161,300 -99%
FFA
2915
Fi3 Financial Advisors
Indiana
$1.02M +$43.8K +443 +4%
TFA
2916
Toth Financial Advisory
Virginia
$1.02M -$75.7K -766 -6%
PCA
2917
Prosperity Capital Advisors
Ohio
$1.02M +$1.2M +12,173 New
TBC
2918
Ted Buchan & Co
California
$1.02M +$1.2M +12,170 New
EM
2919
Excalibur Management
Massachusetts
$1.02M -$72.3K -732 -6%
MPCG
2920
Matrix Private Capital Group
New York
$1.02M -$25.9K -262 -2%
AWA
2921
Amplius Wealth Advisors
Pennsylvania
$1.02M -$45.2K -458 -4%
CAM
2922
Crestone Asset Management
Colorado
$1.02M – – –
HWP
2923
Heritage Wealth Partners
Ohio
$1.01M +$1.04M +10,479 New
FH
2924
FWG Holdings
Florida
$1.01M -$6.92K -70 -0.6%
BAM
2925
Blueshift Asset Management
New Jersey
$1.01M -$2.42M -24,537 -67%
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