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Name Holding Trade Value Shares
Change 		Change in
Stake
ATFA
1301
All Terrain Financial Advisors
Minnesota
$1.63M -$20.4K -465 -1%
ISWM
1302
Independent Solutions Wealth Management
New York
$1.62M -$117K -2,661 -6%
BAM
1303
Bellevue Asset Management
Washington
$1.62M +$189K +4,319 +13%
LJAC
1304
L.J. Altfest & Co
New York
$1.62M +$194K +4,415 +12%
MLL
1305
Moody Lynn & Lieberson
Massachusetts
$1.62M -$2.31M -52,612 -56%
GRP
1306
Global Retirement Partners
California
$1.61M -$265K -6,049 -13%
GWMIA
1307
Global Wealth Management Investment Advisory
Florida
$1.61M -$62.5K -1,425 -3%
AFP
1308
Ausdal Financial Partners
Iowa
$1.61M -$70.9K -1,615 -4%
TPWA
1309
TRUE Private Wealth Advisors
Oregon
$1.6M -$183K -4,166 -9%
RDWM
1310
Red Door Wealth Management
Tennessee
$1.6M +$405K +9,240 +29%
TCCM
1311
Timber Creek Capital Management
Massachusetts
$1.6M +$5.7K +130 +0.3%
PFS
1312
Physicians Financial Services
North Carolina
$1.59M -$7.24K -165 -0.4%
DL
1313
DOHJ LLC
Washington
$1.59M +$320K +7,287 +22%
MWM
1314
Mission Wealth Management
California
$1.58M -$65K -1,481 -4%
CRC
1315
Curi RMB Capital
Illinois
$1.58M -$352K -8,033 -17%
WA
1316
Wealth Alliance
New York
$1.57M +$97.3K +2,218 +6%
SACTSONJ
1317
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.57M – – –
NPP
1318
New Potomac Partners
Maryland
$1.57M +$53.7K +1,225 +3%
JSC
1319
Jackson Square Capital
California
$1.57M -$450K -10,255 -20%
WCM
1320
Wunderlich Capital Managemnt
Tennessee
$1.57M -$19K -432 -1%
LHC
1321
Little House Capital
Massachusetts
$1.56M +$157K +3,585 +10%
FDS
1322
Freedom Day Solutions
Texas
$1.56M +$198K +4,519 +13%
SCM
1323
SOL Capital Management
Maryland
$1.56M -$25.2K -575 -1%
ACM
1324
Ayrshire Capital Management
Connecticut
$1.55M +$65.2K +1,486 +4%
MCG
1325
MACRO Consulting Group
New Jersey
$1.55M +$90.3K +2,059 +6%
51 52
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