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Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
3201
Reyes Financial Architecture
California
$93.5K – – –
OCM
3202
Orion Capital Management
California
$93.3K – – –
GPFA
3203
Game Plan Financial Advisors
Ohio
$92.6K – – –
PS
3204
Pinney & Scofield
Massachusetts
$91.3K – – –
AIM
3205
Arcadia Investment Management
Michigan
$90.8K -$33.3K -541 -27%
IWP
3206
IAG Wealth Partners
Wisconsin
$90.3K – – –
STB
3207
S&T Bank
Pennsylvania
$90K – – –
CPG
3208
Cornerstone Planning Group
New Jersey
$89.2K +$33.3K +541 +51%
BGA
3209
Battery Global Advisors
Massachusetts
$88.6K – – –
EA
3210
Evolution Advisers
Virginia
$88K +$185 +3 +0.2%
FCMT
3211
Founders Capital Management (Texas)
Texas
$87.4K – – –
RCM
3212
Richardson Capital Management
Wisconsin
$85.5K +$65.3K +1,060 +326%
BA
3213
Bellwether Advisors
Nebraska
$83.7K – – –
ATC
3214
Advantage Trust Company
Kansas
$83.3K – – –
WAS
3215
Winch Advisory Services
Wisconsin
$81K -$554 -9 -0.7%
GCM
3216
Gables Capital Management
Florida
$80.2K -$12.3K -200 -13%
OWP
3217
ORG Wealth Partners
Texas
$79.6K +$12.3K +200 +18%
MMCM
3218
Murphy & Mullick Capital Management
New York
$79.3K -$185 -3 -0.2%
VWA
3219
VSM Wealth Advisory
Maryland
$79K +$123 +2 +0.2%
LC
3220
Lavaca Capital
Texas
$78.4K -$26.5K -431 -25%
SAM
3221
Sherman Asset Management
California
$78.2K -$923 -15 -1%
DFA
3222
DHJJ Financial Advisors
Illinois
$77.8K – – –
AW
3223
Avion Wealth
Texas
$77K – – –
DF
3224
Dunhill Financial
United Kingdom
$76.6K -$20.4K -332 -21%
CAM
3225
Creekmur Asset Management
Illinois
$74.1K -$5.36K -87 -7%
127 128
129
130 131