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Name Holding Trade Value Shares
Change 		Change in
Stake
EFM
2076
Eley Financial Management
Vermont
$1.1M +$14.2K +89 +1%
FPB
2077
First PREMIER Bank
South Dakota
$1.1M +$4.78K +30 +0.4%
CCA
2078
Conservest Capital Advisors
Pennsylvania
$1.1M – – –
CWM
2079
Centric Wealth Management
Illinois
$1.1M -$29.7K -186 -3%
PPG
2080
Peak Planning Group
Colorado
$1.1M +$202K +1,269 +22%
WCM
2081
Windsor Capital Management
Arizona
$1.09M -$17.4K -109 -2%
SL
2082
Sentry LLC
Tennessee
$1.09M – – –
PCG
2083
PFC Capital Group
California
$1.09M -$12K -75 -1%
TA
2084
Tectonic Advisors
Texas
$1.09M +$61.6K +386 +6%
DG
2085
DMC Group
Alabama
$1.09M -$41.1K -258 -4%
PWP
2086
Phillips Wealth Planners
Mississippi
$1.09M -$18K -113 -2%
SLWA
2087
San Luis Wealth Advisors
California
$1.08M +$1.11M +6,934 New
AFM
2088
Abbot Financial Management
Massachusetts
$1.08M -$1.59K -10 -0.1%
FA
2089
Fermata Advisors
California
$1.08M -$70.3K -441 -6%
NQWM
2090
Northwest Quadrant Wealth Management
Oregon
$1.08M +$7.18K +45 +0.7%
LWL
2091
Leo Wealth LLC
Texas
$1.08M -$298K -1,867 -21%
BA
2092
Ballast Advisors
Minnesota
$1.08M -$9.73K -61 -0.9%
ECA
2093
Elevated Capital Advisors
Utah
$1.08M +$1.1M +6,881 New
PRC
2094
Pearl River Capital
Michigan
$1.07M -$1.85M -11,596 -63%
AAM
2095
AMI Asset Management
California
$1.07M -$3.03K -19 -0.3%
CAM
2096
Campion Asset Management
Virginia
$1.06M -$3.19K -20 -0.3%
CP
2097
Canopy Partners
Ohio
$1.06M -$5.26K -33 -0.5%
PGF
2098
Plan Group Financial
Oklahoma
$1.06M +$445K +2,790 +70%
CAS
2099
CTC Alternative Strategies
Illinois
$1.06M +$1.08M +6,773 New
AIA
2100
Angeles Investment Advisors
California
$1.06M -$146K -918 -12%
82 83
84
85 86