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Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
3351
Proactive Wealth Strategies
Georgia
$4.01M +$255K +1,115 +7%
SWMG
3352
Signature Wealth Management Group
Georgia
$4.01M +$2.5M +10,924 +170%
HPC
3353
Hobart Private Capital
North Carolina
$4.01M +$1.06M +4,634 +36%
HCP
3354
Holt Capital Partners
Texas
$4.01M +$234K +1,022 +6%
FCT
3355
Family Capital Trust
Massachusetts
$4M +$38.7K +169 +1%
OFS
3356
Orrstown Financial Services
Pennsylvania
$4M -$147K -643 -4%
ERIC
3357
Eagle Rock Investment Company
Georgia
$3.99M +$2.07M +9,061 +110%
ORC
3358
O'Rourke & Company
Massachusetts
$3.99M +$42.3K +185 +1%
SIA
3359
SkyView Investment Advisors
New Jersey
$3.99M -$158K -689 -4%
AL
3360
Arnhold LLC
New York
$3.99M -$1.11M -4,830 -22%
GCM
3361
Generation Capital Management
New York
$3.98M +$83.5K +365 +2%
CPL
3362
CAP Partners LLC
Tennessee
$3.98M – – –
FWP
3363
Forefront Wealth Partners
Texas
$3.98M +$355K +1,553 +10%
DCM
3364
Dudley Capital Management
Virginia
$3.98M +$228K +996 +6%
BFWA
3365
Benchmark Financial Wealth Advisors
Florida
$3.97M -$406K -1,775 -9%
TMWM
3366
Taylor & Morgan Wealth Management
Michigan
$3.97M -$82.8K -362 -2%
BOSSRA
3367
B.O.S.S. Retirement Advisors
Utah
$3.97M -$1.24M -5,430 -24%
SSA
3368
South Street Advisors
New York
$3.96M +$10.3K +45 +0.3%
WKWM
3369
Walter & Keenan Wealth Management
Indiana
$3.96M +$67K +293 +2%
NWAG
3370
Net Worth Advisory Group
Utah
$3.96M +$1.18M +5,140 +43%
CFC
3371
Coyle Financial Counsel
Illinois
$3.96M +$195K +851 +5%
SFC
3372
Swisher Financial Concepts
Ohio
$3.95M -$209K -915 -5%
WFA
3373
WJ Financial Advisors
Connecticut
$3.95M +$2.29K +10 +0.1%
BAM
3374
BOCHK Asset Management
Hong Kong
$3.95M +$1.6M +7,000 +69%
HWM
3375
Horizon Wealth Management
Illinois
$3.95M +$1.4M +6,101 +55%
133 134
135
136 137