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Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
3001
Professional Financial Advisors
Nebraska
$1.57M +$1.33M +11,609 +2,852%
BHIC
3002
Bassett Hargrove Investment Counsel
Delaware
$1.57M +$7.99K +70 +0.4%
BIMC
3003
Benson Investment Management Company
Virginia
$1.56M – – –
CA
3004
Capital Advantage
California
$1.56M -$681K -5,965 -33%
PHAM
3005
Palisades Hudson Asset Management
Florida
$1.56M -$80.2K -702 -6%
AWM
3006
Alterna Wealth Management
Texas
$1.56M -$88.5K -775 -6%
MPCG
3007
Matrix Private Capital Group
New York
$1.56M -$58.4K -511 -4%
NJBEST
3008
New Jersey Better Educational Savings Trust
New Jersey
$1.55M – – –
ACA
3009
Affinity Capital Advisors
California
$1.55M +$15.2K +133 +1%
TCWA
3010
Ten Capital Wealth Advisors
Washington
$1.55M +$261K +2,288 +24%
SEP
3011
Southland Equity Partners
Missouri
$1.55M +$22.6K +198 +2%
SWM
3012
SFG Wealth Management
Maryland
$1.55M +$280K +2,450 +26%
ODG
3013
O'Dell Group
Ohio
$1.55M +$125K +1,092 +10%
FAG
3014
Financial Advisory Group
Texas
$1.54M +$16K +140 +1%
AIM
3015
Aigen Investment Management
New York
$1.54M -$6.04M -52,906 -82%
IDBONY
3016
Israel Discount Bank of New York
New York
$1.54M -$335K -2,932 -20%
CC
3017
Cipher Capital
New York
$1.53M -$2.88M -25,190 -68%
CWM
3018
Concentric Wealth Management
California
$1.53M -$110K -962 -8%
FWA
3019
FSM Wealth Advisors
Ohio
$1.53M -$55K -482 -4%
EBA
3020
Eagle Bay Advisors
New York
$1.53M -$40.1K -351 -3%
RCM
3021
Regency Capital Management
Hawaii
$1.53M -$201K -1,764 -13%
OHIS
3022
Oak Harvest Investment Services
Texas
$1.53M -$3.88M -33,943 -74%
ACM
3023
Allred Capital Management
Texas
$1.53M +$228 +2 +0%
NCM
3024
Northside Capital Management
Oregon
$1.52M +$15.4K +135 +1%
RC
3025
Resonate Capital
California
$1.52M -$5.15M -45,097 -79%
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