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Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1951
Channel Wealth
California
$1.24M +$76.1K +471 +7%
GFP
1952
Gryphon Financial Partners
Ohio
$1.24M +$123K +762 +12%
PCP
1953
Proficio Capital Partners
Massachusetts
$1.24M -$136K -845 -10%
SWP
1954
Strategic Wealth Partners
Ohio
$1.24M -$198K -1,223 -14%
PWSG
1955
Pacific Wealth Strategies Group
California
$1.23M +$585K +3,623 +98%
BA
1956
Bridgewater Associates
Connecticut
$1.23M -$22M -135,941 -95%
ADIM
1957
Alpha DNA Investment Management
Maryland
$1.23M +$110K +680 +10%
MRCM
1958
M&R Capital Management
New Jersey
$1.23M +$17.4K +108 +2%
AA
1959
Advisory Alpha
Michigan
$1.23M -$414K -2,566 -26%
ASBI
1960
American State Bank (Iowa)
Iowa
$1.23M -$17.1K -106 -1%
VF
1961
Vista Finance
Missouri
$1.23M +$1.17M +7,274 New
CP
1962
Covenant Partners
Tennessee
$1.22M -$14.9K -92 -1%
DFS
1963
Dixon Fnancial Services
California
$1.22M +$20.7K +128 +2%
FPB
1964
First PREMIER Bank
South Dakota
$1.22M -$24.2K -150 -2%
SW
1965
SkyOak Wealth
Michigan
$1.21M +$67K +415 +6%
SAM
1966
Synergy Asset Management
Washington
$1.21M +$1.16M +7,194 New
PFA
1967
Pure Financial Advisors
California
$1.21M -$18.7K -116 -2%
WCM
1968
Windsor Capital Management
Arizona
$1.21M – – –
PK
1969
Pflug Koory
Nebraska
$1.21M +$2.58K +16 +0.2%
CA
1970
Carson Advisory
Georgia
$1.21M +$234K +1,449 +25%
MCC
1971
Money Concepts Capital
Florida
$1.2M +$63.2K +391 +6%
FIB
1972
First Interstate Bank
Montana
$1.2M -$18.9K -117 -2%
LAS
1973
Lloyd Advisory Services
Georgia
$1.2M +$1.15M +7,105 New
NG
1974
Norden Group
Utah
$1.2M +$1.15M +7,105 New
PP
1975
PDS Planning
Ohio
$1.19M +$21.8K +135 +2%
77 78
79
80 81