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Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1301
Main Street Financial Solutions
Pennsylvania
$2.45M +$677K +6,690 +61%
RCA
1302
Resonant Capital Advisors
Wisconsin
$2.45M +$260K +2,574 +17%
KTC
1303
Kentucky Trust Company
Kentucky
$2.45M -$48.5K -480 -3%
NAM
1304
Nutshell Asset Management
United Kingdom
$2.44M +$1.77M +17,460 New
FA
1305
Fagan Associates
New York
$2.44M -$50.6K -500 -3%
ISFAN
1306
Investor's Fiduciary Advisor Network
Washington
$2.44M -$119K -1,179 -6%
YIM
1307
Yoffe Investment Management
Pennsylvania
$2.43M – – –
VFG
1308
V2 Financial group
Illinois
$2.42M -$381K -3,769 -18%
TWM
1309
TriaGen Wealth Management
California
$2.42M +$1.08M +10,659 +159%
JAIC
1310
Josh Arnold Investment Consultant
Minnesota
$2.42M +$1.75M +17,325 New
FWA
1311
FSM Wealth Advisors
Ohio
$2.42M +$787K +7,778 +82%
TSW
1312
Thompson Siegel & Walmsley
Virginia
$2.41M -$5.56M -54,989 -76%
CWP
1313
Concord Wealth Partners
Virginia
$2.4M +$1.74M +17,185 New
FCM
1314
Fogel Capital Management
Florida
$2.39M +$22.2K +220 +1%
CCA
1315
Checchi Capital Advisers
California
$2.39M +$69.8K +690 +4%
PA
1316
PFG Advisors
Arizona
$2.38M -$790K -7,808 -31%
HWMC
1317
Heritage Wealth Management (California)
California
$2.38M +$23K +227 +1%
AWM
1318
Avior Wealth Management
Nebraska
$2.38M +$102K +1,008 +6%
LC
1319
Lavaca Capital
Texas
$2.38M +$156K +1,539 +10%
MMHP
1320
Murphy Middleton Hinkle & Parker
Georgia
$2.37M – – –
WPW
1321
Waldron Private Wealth
Pennsylvania
$2.37M +$268K +2,647 +19%
WQ
1322
Wealth Quarterback
New Jersey
$2.37M -$871K -8,615 -34%
BIG
1323
Brookwood Investment Group
Arizona
$2.36M +$855K +8,451 +100%
UAM
1324
Unifi Asset Management
New York
$2.35M -$3.46M -34,264 -67%
MCM
1325
Mengis Capital Management
Oregon
$2.35M – – –
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