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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
3651
Fortune Financial Advisors
Kansas
$3.19M +$396K +1,577 +13%
PFA
3652
Pinnacle Family Advisors
Missouri
$3.19M -$66K -263 -2%
DFG
3653
Demars Financial Group
Washington
$3.19M +$139K +553 +4%
OIS
3654
Okabena Investment Services
Minnesota
$3.19M +$1.05M +4,201 +46%
SCP
3655
Stevens Capital Partners
Nebraska
$3.18M +$548K +2,182 +20%
JJBC
3656
James J. Burns & Company
New York
$3.18M -$122K -485 -4%
AFS
3657
Aft Forsyth & Sober
Florida
$3.18M – – –
PG
3658
Prostatis Group
Maryland
$3.17M +$53K +211 +2%
AGP
3659
Aspire Growth Partners
Florida
$3.17M +$354K +1,409 +12%
BWM
3660
Bluebird Wealth Management
Massachusetts
$3.17M -$174K -693 -5%
FPB
3661
First PREMIER Bank
South Dakota
$3.17M +$33.4K +133 +1%
MWC
3662
MBM Wealth Consultants
Missouri
$3.17M +$228K +908 +7%
NC
3663
NovaPoint Capital
Georgia
$3.17M -$6.78K -27 -0.2%
SFWA
3664
Summit Financial Wealth Advisors
Louisiana
$3.16M +$438K +1,745 +15%
WDG
3665
Wealth Dimensions Group
Ohio
$3.16M +$70.8K +282 +2%
AWM
3666
Abound Wealth Management
Tennessee
$3.16M -$370K -1,476 -10%
CFP
3667
Comprehensive Financial Planning
Pennsylvania
$3.16M -$12.6K -50 -0.4%
DCM
3668
Driehaus Capital Management
Illinois
$3.16M +$1.49M +5,917 +81%
BMC
3669
Bear Mountain Capital
Washington
$3.15M -$10.8K -43 -0.3%
NCTC
3670
New Covenant Trust Company
Indiana
$3.15M +$193K +767 +6%
CWA
3671
CM Wealth Advisors
Ohio
$3.15M +$154K +615 +5%
TFA
3672
Trinity Financial Advisors
Ohio
$3.15M -$6.78K -27 -0.2%
SGK
3673
Steigerwald Gordon & Koch
Virginia
$3.15M +$32.1K +128 +1%
VST
3674
Van Strum & Towne
California
$3.15M +$649K +2,586 +24%
CAS
3675
CTC Alternative Strategies
Illinois
$3.15M +$3.31M +13,200 New
145 146
147
148 149