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Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1651
AlphaStar Capital Management
North Carolina
$1.23M +$59K +565 +6%
AFM
1652
Abbot Financial Management
Massachusetts
$1.23M -$56.3K -539 -5%
SWM
1653
Salvus Wealth Management
New Jersey
$1.22M -$6.16K -59 -0.6%
FLC
1654
Fifth Lane Capital
Texas
$1.22M +$1.04M +10,000 New
GDP
1655
Great Diamond Partners
Maine
$1.22M -$144K -1,381 -12%
SA
1656
SRH Advisors
Kansas
$1.22M +$219K +2,095 +27%
HWP
1657
Highline Wealth Partners
California
$1.22M +$14K +134 +1%
CA
1658
Cornerstone Advisory
Maryland
$1.21M +$29.6K +283 +3%
LFG
1659
Larson Financial Group
Missouri
$1.2M +$42.6K +408 +4%
CC
1660
Copperleaf Capital
North Carolina
$1.2M +$270K +2,587 +36%
TF
1661
TLWM Financial
Texas
$1.2M -$19.6K -188 -2%
EWS
1662
Evergreen Wealth Solutions
Pennsylvania
$1.2M -$160K -1,533 -14%
BOS
1663
Bank of Stockton
California
$1.19M -$1.25K -12 -0.1%
BC
1664
Burney Company
Virginia
$1.19M -$1.25K -12 -0.1%
TA
1665
TCM Advisors
West Virginia
$1.19M – – –
DFC
1666
DB Fitzpatrick & Co
Idaho
$1.19M -$115K -1,097 -10%
MCWA
1667
Meadow Creek Wealth Advisors
Georgia
$1.18M +$1.01M +9,682 New
MLL
1668
Moody Lynn & Lieberson
Massachusetts
$1.18M -$14.5K -139 -1%
FC
1669
Forte Capital
New York
$1.18M -$32.5K -311 -3%
IA
1670
Icon Advisers
Colorado
$1.18M – – –
OIA
1671
Optimum Investment Advisors
Illinois
$1.17M – – –
SIC
1672
Samalin Investment Counsel
New York
$1.17M -$29.9K -286 -3%
BCG
1673
Breakwater Capital Group
New Jersey
$1.17M +$156K +1,498 +19%
NG
1674
Norden Group
Utah
$1.17M +$45.9K +439 +5%
AGAM
1675
Audent Global Asset Management
California
$1.17M +$65K +622 +7%
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67
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