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Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
3101
Sovereign Financial Group
Connecticut
$941K +$15.3K +122 +1%
HCL
3102
Heard Capital LLC
Illinois
$939K – – –
IRC
3103
Investors Research Corp
Georgia
$938K +$129K +1,032 +13%
MF
3104
Manchester Financial
California
$936K +$76.2K +609 +7%
EIG
3105
Ellenbecker Investment Group
Wisconsin
$936K +$110K +878 +11%
WWG
3106
West Wealth Group
California
$936K +$299K +2,393 +37%
BOC
3107
Barbara Oil Co
Illinois
$935K – – –
BCM
3108
Barden Capital Management
Texas
$934K -$375K -2,994 -26%
PPW
3109
Pasadena Private Wealth
California
$933K +$45K +360 +4%
KFP
3110
KB Financial Partners
New Jersey
$933K +$508K +4,061 +86%
CWM
3111
Concentrum Wealth Management
California
$930K -$270K -2,160 -20%
XT
3112
XTX Topco
Cayman Islands
$923K +$1.09M +8,695 New
CAL
3113
Capital Advisors Ltd
Ohio
$921K +$11.8K +94 +1%
VCP
3114
Vista Capital Partners
Oregon
$920K -$2.5K -20 -0.2%
MWP
3115
Madison Wealth Partners
Wisconsin
$920K +$95.2K +761 +10%
C
3116
Covestor
United Kingdom
$919K -$27.5K -220 -2%
IIA
3117
ICW Investment Advisors
Arizona
$919K +$16K +128 +2%
PFA
3118
Professional Financial Advisors
Nebraska
$918K +$62.4K +499 +6%
LB
3119
Legacy Bridge
Iowa
$916K -$7.51K -60 -0.7%
RIM
3120
Rockbridge Investment Management
New York
$913K +$170K +1,360 +19%
OCPWS
3121
One Charles Private Wealth Services
Massachusetts
$911K -$73.7K -589 -7%
AFWM
3122
AMJ Financial Wealth Management
Virginia
$911K -$29.9K -239 -3%
APA
3123
Astoria Portfolio Advisors
New York
$911K +$463K +3,700 +76%
CCM
3124
Chimera Capital Management
New York
$910K +$1.07M +8,565 New
FRA
3125
Frank Rimerman Advisors
California
$909K -$7.51K -60 -0.7%
123 124
125
126 127