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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
3501
Insight Advisors
Pennsylvania
$384K +$1.64K +9 +0.5%
RCM
3502
Ridgepath Capital Management
Tennessee
$384K +$2.92K +16 +0.9%
HP
3503
Hilltop Partners
Indiana
$383K +$37.7K +207 +13%
IA
3504
Intellus Advisors
Florida
$383K -$93.9K -515 -22%
BMCM
3505
Burns Matteson Capital Management
New York
$383K +$86.1K +472 +34%
IW
3506
Imprint Wealth
South Carolina
$383K -$11.1K -61 -3%
RAG
3507
RIA Advisory Group
Iowa
$382K +$86.4K +474 +35%
VCM
3508
Vines Capital Management
Louisiana
$382K -$7.66K -42 -2%
SCA
3509
Southern Capital Advisors
Tennessee
$381K -$28.1K -154 -8%
LPP
3510
Life Planning Partners
Florida
$380K +$365 +2 +0.1%
BWA
3511
BlueChip Wealth Advisors
Georgia
$380K -$61.3K -336 -15%
RBFC
3512
Roman Butler Fullerton & Co
Missouri
$380K -$92.6K -508 -21%
PFA
3513
Pinnacle Family Advisors
Missouri
$379K +$3.46K +19 +1%
S
3514
SimplyRich
California
$379K – – –
Q1WB
3515
Quest 10 Wealth Builders
Virginia
$379K +$23K +126 +7%
MWAM
3516
Manhattan West Asset Management
California
$379K +$334K +1,830 New
TF
3517
Theory Financial
Colorado
$378K -$105K -575 -24%
CNBOF
3518
City National Bank of Florida
Florida
$378K +$32.8K +180 +11%
BWG
3519
Balanced Wealth Group
Ohio
$378K -$17.9K -98 -5%
RBC
3520
Roble Belko & Company
Pennsylvania
$378K +$60.9K +334 +22%
GFG
3521
Goldstone Financial Group
Illinois
$378K -$635K -3,485 -66%
FNWA
3522
Financial Network Wealth Advisors
Utah
$377K -$3.65K -20 -1%
WMN
3523
Wealth Management Nebraska
Nebraska
$376K -$182 -1 -0.1%
CP
3524
Clarendon Private
Massachusetts
$376K +$332K +1,818 New
RIM
3525
Reliant Investment Management
Tennessee
$376K – – –
139 140
141
142 143