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Name Holding Trade Value Shares
Change 		Change in
Stake
SRG
1251
SBB Research Group
Illinois
$154K +$161K +12,400 New
CPSAC
1252
Chas P. Smith & Associates (CPS)
Florida
$154K -$76.8K -5,913 -32%
M1FG
1253
Mach-1 Financial Group
Arkansas
$154K +$161K +12,392 New
WCWM
1254
Willow Creek Wealth Management
California
$154K +$130 +10 +0.1%
MMHP
1255
Murphy Middleton Hinkle & Parker
Georgia
$154K – – –
NP
1256
Nilsine Partners
Colorado
$153K +$1.78K +137 +1%
RA
1257
Rise Advisors
New York
$153K +$454 +35 +0.3%
VC
1258
Vicus Capital
Pennsylvania
$153K -$58.4K -4,498 -27%
CWM
1259
Curi Wealth Management
North Carolina
$153K +$1.18K +91 +0.7%
WP
1260
Westmount Partners
California
$152K -$2.84K -219 -2%
ACA
1261
Aspire Capital Advisors
Washington
$152K +$1.71K +132 +1%
PSFG
1262
Prairie Sky Financial Group
Illinois
$152K +$65 +5 +0%
BA
1263
Ballast Advisors
Minnesota
$151K -$13.7K -1,052 -8%
MCC
1264
Malaga Cove Capital
California
$151K -$1.01K -78 -0.6%
MAM
1265
Meeder Asset Management
Ohio
$151K +$17.6K +1,357 +13%
AIM
1266
Acropolis Investment Management
Missouri
$150K -$338 -26 -0.2%
RW
1267
REDW Wealth
New Mexico
$150K -$28.5K -2,194 -15%
FFG
1268
Fortem Financial Group
California
$150K -$37.6K -2,898 -19%
ACM
1269
Alpha Capital Management
Texas
$150K – – –
JE
1270
JMAC Enterprises
Pennsylvania
$150K -$81.5K -6,278 -34%
IHL
1271
Investment House LLC
California
$150K -$13K -1,000 -8%
PWS
1272
Precision Wealth Strategies
Missouri
$149K – – –
NWM
1273
Northcape Wealth Management
New York
$149K – – –
LI
1274
Lafayette Investments
Maryland
$148K -$9.74K -750 -6%
PWG
1275
Portside Wealth Group
Utah
$148K -$675 -52 -0.4%
49 50
51
52 53