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Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
2101
Moneta Group Investment Advisors
Missouri
$374K +$150K +684 +52%
VR
2102
Viridian RIA
Washington
$373K – – –
WA
2103
WealthTrust Axiom
Pennsylvania
$373K – – –
ACM
2104
Alethea Capital Management
Washington
$373K +$110K +500 +33%
GLR
2105
Great Lakes Retirement
Ohio
$372K -$2.03M -9,235 -82%
SCA
2106
Sippican Capital Advisors
Massachusetts
$372K -$19.8K -90 -4%
PFBT
2107
Parkside Financial Bank & Trust
Missouri
$372K +$34.5K +157 +9%
CFFP
2108
Center for Financial Planning
Michigan
$372K +$146K +663 +50%
CC
2109
Cedar Capital
Illinois
$370K -$181K -823 -29%
ZCA
2110
Zeke Capital Advisors
Pennsylvania
$369K -$3.52M -16,057 -89%
PCS
2111
Personal CFO Solutions
New Jersey
$368K +$211K +961 +95%
MAM
2112
Marquette Asset Management
Minnesota
$367K – – –
EIG
2113
Ellenbecker Investment Group
Wisconsin
$367K +$10.8K +49 +3%
VCM
2114
Vivaldi Capital Management
Illinois
$365K +$68.5K +312 +19%
SPP
2115
Single Point Partners
Massachusetts
$364K -$5.05K -23 -1%
BI
2116
Bramshill Investments
Florida
$364K +$428K +1,950 New
HFA
2117
Huber Financial Advisors
Illinois
$363K -$95.5K -435 -18%
CCM
2118
Compass Capital Management
Minnesota
$363K – – –
HIIFS
2119
Harel Insurance Investments & Financial Services
Israel
$363K +$113K +516 +36%
RWM
2120
Ritholtz Wealth Management
New York
$362K +$56K +255 +15%
TFA
2121
Toth Financial Advisory
Virginia
$361K -$37.1K -169 -8%
TF
2122
Trek Financial
Arizona
$361K -$3.51K -16 -0.8%
B
2123
Bellecapital
Switzerland
$361K +$36.2K +165 +9%
WWM
2124
WT Wealth Management
Arizona
$360K +$4.61K +21 +1%
NP
2125
Ninepoint Partners
Ontario, Canada
$358K +$421K +1,918 New
83 84
85
86 87