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Name Holding Trade Value Shares
Change 		Change in
Stake
PSFG
2601
Prairie Sky Financial Group
Illinois
$458K +$467K +2,910 New
EG
2602
Ellerson Group
Maryland
$454K – – –
FC
2603
Fusion Capital
South Carolina
$453K +$37.8K +236 +9%
PWA
2604
Physician Wealth Advisors
Utah
$452K -$1.6K -10 -0.3%
AWAU
2605
Alliance Wealth Advisors (Utah)
Utah
$451K +$9.14K +57 +2%
BMD
2606
Better Money Decisions
New Mexico
$451K – – –
AC
2607
Avant Capital
Louisiana
$450K -$85.1K -531 -16%
KIG
2608
Kennedy Investment Group
New Jersey
$446K +$36.7K +229 +9%
SWA
2609
Sax Wealth Advisors
New Jersey
$445K – – –
ESCM
2610
Echo Street Capital Management
New York
$444K +$210K +1,311 +87%
BBWP
2611
Beacon Bridge Wealth Partners
Pennsylvania
$444K -$25.8K -161 -5%
PS
2612
Planned Solutions
California
$444K +$321 +2 +0.1%
ACM
2613
AUA Capital Management
Pennsylvania
$443K -$10.7K -67 -2%
FI
2614
Financial Insights
Washington
$443K +$5.93K +37 +1%
SVCP
2615
Silicon Valley Capital Partners
California
$441K +$37K +231 +9%
TFCP
2616
Twin Focus Capital Partners
Massachusetts
$441K +$22.8K +142 +5%
SB
2617
Sunflower Bank
Texas
$439K -$21.6K -135 -5%
SC
2618
SRB Corp
Massachusetts
$439K +$87.9K +548 +24%
HFS
2619
Howard Financial Services
Texas
$439K +$22K +137 +5%
AC
2620
ASB Consultores
Florida
$438K +$13.8K +86 +3%
SFS
2621
Summit Financial Strategies
Ohio
$437K +$9.3K +58 +2%
AFT
2622
Alpha Family Trust
California
$437K -$161K -1,005 -27%
RCM
2623
Requisite Capital Management
Texas
$437K – – –
FA
2624
Financial Advisors
Massachusetts
$434K -$4.49K -28 -1%
TCM
2625
Towercrest Capital Management
Pennsylvania
$433K +$36.1K +225 +9%
103 104
105
106 107