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Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1101
Gradient Investments
Minnesota
$194K +$116K +9,390 +154%
GWM
1102
Gibbs Wealth Management
Georgia
$194K +$191K +15,471 New
ACM
1103
AlphaStar Capital Management
North Carolina
$193K -$569K -45,992 -75%
LGWM
1104
Litman Gregory Wealth Management
California
$193K – – –
FSA
1105
Financial Sense Advisors
California
$192K +$2.35K +190 +1%
SFCL
1106
Strengthening Families & Communities LLC
Massachusetts
$192K +$190K +15,333 New
SCA
1107
Stonebridge Capital Advisors
Minnesota
$192K -$44.8K -3,618 -19%
PCM
1108
Parsons Capital Management
Rhode Island
$191K – – –
EC
1109
EntryPoint Capital
New York
$191K +$189K +15,249 New
RCI
1110
RS Crum Inc
California
$191K +$2.21K +179 +1%
SC
1111
Stephens Consulting
Michigan
$191K -$5.26K -425 -3%
HWA
1112
HHM Wealth Advisors
Tennessee
$190K +$4.68K +378 +3%
WMP
1113
Wealth Management Partners
Arizona
$190K -$3.46K -280 -2%
PFA
1114
Pure Financial Advisors
California
$189K -$86.2K -6,969 -32%
PL
1115
Plancorp LLC
Missouri
$189K +$29.4K +2,375 +19%
SFG
1116
SNS Financial Group
Minnesota
$189K +$7.4K +598 +4%
CWS
1117
Confluence Wealth Services
Pennsylvania
$189K +$23.6K +1,910 +15%
CPC
1118
Congress Park Capital
New York
$188K -$37.1K -3,000 -17%
NAM
1119
NorthCrest Asset Manangement
Minnesota
$188K -$3.34K -270 -2%
HPC
1120
HM Payson & Co
Maine
$188K -$61.9K -5,000 -25%
SIC
1121
Sigma Investment Counselors
Michigan
$187K +$25 +2 +0%
LAM
1122
L2 Asset Management
Massachusetts
$187K +$12.3K +991 +7%
AMBIA
1123
Allen Mooney & Barnes Investment Advisors
Georgia
$187K -$13.3K -1,078 -7%
LWM
1124
Lyell Wealth Management
California
$186K +$346 +28 +0.2%
SC
1125
SouthState Corp
Florida
$186K -$12 -1 -0%
43 44
45
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