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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
3076
Calton & Associates
Florida
$1.5M -$43.1K -322 -3%
FG
3077
Foster Group
Iowa
$1.49M +$216K +1,609 +16%
WFA
3078
WestHill Financial Advisors
California
$1.49M +$165K +1,229 +12%
BBW
3079
Blue Barn Wealth
Utah
$1.49M -$116K -865 -7%
EI
3080
EDMP Inc
Florida
$1.48M +$73.2K +546 +5%
SAM
3081
Strategy Asset Managers
California
$1.48M +$70.8K +528 +5%
SWM
3082
SFG Wealth Management
Maryland
$1.48M -$30.1K -225 -2%
CAL
3083
Capital Advisors Ltd
Ohio
$1.48M – – –
PFA
3084
Professional Financial Advisors
Nebraska
$1.48M -$48.6K -363 -3%
IDBONY
3085
Israel Discount Bank of New York
New York
$1.48M -$23.2K -173 -1%
MS
3086
Mizuho Securities
Japan
$1.48M -$3.77M -28,170 -71%
SGK
3087
Steigerwald Gordon & Koch
Virginia
$1.48M -$3.35K -25 -0.2%
ACA
3088
Affinity Capital Advisors
California
$1.48M -$38.2K -285 -2%
VCM
3089
Vivaldi Capital Management
Illinois
$1.47M +$141K +1,054 +10%
SA
3090
Scarborough Advisors
Maryland
$1.47M +$18.8K +140 +1%
NAMP
3091
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.47M +$11.4K +85 +0.7%
FAG
3092
Financial Advisory Group
Texas
$1.47M -$32.2K -240 -2%
WGCA
3093
Wolf Group Capital Advisors
Virginia
$1.47M -$183K -1,368 -11%
WMA
3094
Wealth Management Associates
New Jersey
$1.47M +$51.6K +385 +3%
CST
3095
Charles Schwab Trust
Nevada
$1.47M +$192K +1,434 +14%
WCWM
3096
Wooster Corthell Wealth Management
Connecticut
$1.47M – – –
BA
3097
Bridge Advisory
California
$1.47M +$47.8K +357 +3%
NC
3098
NinePointTwo Capital
California
$1.47M +$272K +2,032 +21%
IWP
3099
Invenio Wealth Partners
Florida
$1.46M +$70.3K +525 +5%
AWA
3100
Aletheian Wealth Advisors
Washington
$1.46M -$326K -2,433 -17%
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