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Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1301
Penserra Capital Management
California
$321K -$381K -1,457 -58%
GCM
1302
Gables Capital Management
Florida
$319K -$26.2K -100 -9%
AFG
1303
Atomi Financial Group
New York
$319K +$57.5K +220 +26%
BI
1304
Ballast Inc
Kentucky
$319K +$3.14K +12 +1%
PCMC
1305
Planning Capital Management Corporation
Pennsylvania
$317K – – –
PSP
1306
Pacific Sage Partners
Washington
$317K +$523 +2 +0.2%
LIM
1307
Loudon Investment Management
New Hampshire
$316K – – –
WFAG
1308
Worth Financial Advisory Group
North Carolina
$316K -$30.1K -115 -10%
JFG
1309
Jefferies Financial Group
New York
$315K -$3.56M -13,617 -93%
DP
1310
Denver PWM
Colorado
$314K -$5.23K -20 -2%
BWM
1311
BCS Wealth Management
Tennessee
$314K – – –
NRI
1312
NFP Retirement Inc
California
$314K -$40.3K -154 -13%
CCWM
1313
Cassaday & Co Wealth Management
Virginia
$314K -$6.28K -24 -2%
APP
1314
Avantax Planning Partners
Iowa
$313K +$3.92K +15 +1%
SWM
1315
Stockman Wealth Management
Montana
$312K +$7.06K +27 +3%
WCM
1316
Weaver Capital Management
Georgia
$312K +$273K +1,042 New
CAL
1317
Capital Advisors Ltd
Ohio
$311K -$89.7K -343 -25%
EA
1318
Ellsworth Advisors
Ohio
$311K +$51.5K +197 +23%
MW
1319
Marcum Wealth
Ohio
$311K -$5.75K -22 -2%
LCGC
1320
Legacy Capital Group California
California
$311K +$2.62K +10 +1%
AF
1321
Aldebaran Financial
$309K -$13.1K -50 -5%
LWM
1322
LJI Wealth Management
Indiana
$309K -$13.1K -50 -5%
MHR
1323
Matthew Hamilton Rosenberg
$308K -$6.28K -24 -2%
TPI
1324
Trust Point Inc
Wisconsin
$308K -$23.3K -89 -8%
CWMGP
1325
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$307K +$268K +1,025 New
51 52
53
54 55