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Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2101
Narwhal Capital Management
Georgia
$752K -$547K -5,411 -50%
AAMG
2102
AMG Asset Management Group
Georgia
$750K +$32.8K +324 +6%
NAS
2103
NWF Advisory Services
California
$750K -$109K -1,073 -17%
KFI
2104
Key Financial Inc
Pennsylvania
$749K +$10.1K +100 +2%
TPWA
2105
Twin Peaks Wealth Advisors
California
$748K +$72K +712 +15%
SIP
2106
Snowwater Investment Partners
Connecticut
$748K +$30.4K +301 +6%
MEG
2107
Millstone Evans Group
Colorado
$747K +$5.87K +58 +1%
TWP
2108
Tyche Wealth Partners
Texas
$747K -$9K -89 -2%
AIC
2109
Archer Investment Corporation
Indiana
$746K -$101K -1,000 -16%
CCG
2110
Chatham Capital Group
Georgia
$745K – – –
WAM
2111
Walker Asset Management
Missouri
$745K – – –
ACA
2112
Arsenal Capital Advisors
Pennsylvania
$744K -$5.87K -58 -1%
AA
2113
Aire Advisors
California
$744K – – –
RAG
2114
RIA Advisory Group
Iowa
$743K -$816K -8,074 -60%
RPGK
2115
Retirement Planning Group (Kansas)
Kansas
$743K +$538K +5,320 New
TWM
2116
Tortuga Wealth Management
California
$742K -$331K -3,275 -38%
MSF
2117
Mustard Seed Financial
Arkansas
$741K – – –
ZIG
2118
Zuckerman Investment Group
Illinois
$741K -$18.8K -186 -3%
EWP
2119
Elevation Wealth Partners
California
$739K +$363K +3,591 +211%
TSMHT
2120
Thurston Springer Miller Herd & Titak
Indiana
$737K +$194K +1,914 +57%
NHT
2121
New Hampshire Trust
New Hampshire
$736K +$533K +5,274 New
SC
2122
Steph & Co
Wisconsin
$736K -$250K -2,475 -32%
GFL
2123
Granite FO LLC
New Hampshire
$735K – – –
CWA
2124
Crusonia Wealth Advisors
Colorado
$735K +$532K +5,263 New
LWM
2125
Lyell Wealth Management
California
$733K +$2.02K +20 +0.4%
83 84
85
86 87