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Name Holding Trade Value Shares
Change 		Change in
Stake
YAL
2801
Your Advocates Ltd
Texas
$41.9K -$23.8K -395 -37%
JFG
2802
JDM Financial Group
Texas
$41.6K +$39.5K +654 New
FCG
2803
Financial Connections Group
California
$41K – – –
AIM
2804
Arcadia Investment Management
Michigan
$40.2K +$181 +3 +0.5%
KC
2805
Kepos Capital
New York
$40K +$37.5K +621 New
HT
2806
Headlands Technologies
Illinois
$39K +$36.9K +612 New
GFWA
2807
Grey Fox Wealth Advisors
Delaware
$38.8K +$36.8K +610 New
RWM
2808
Ruedi Wealth Management
Illinois
$37.6K +$35.7K +591 New
RTC
2809
Riverview Trust Company
Washington
$36K -$190K -3,146 -85%
RG
2810
Retirement Group
California
$35K +$11.3K +187 +52%
CAM
2811
Costello Asset Management
Pennsylvania
$34.4K – – –
HWM
2812
Horizons Wealth Management
North Carolina
$33K – – –
OCM
2813
Osterweis Capital Management
California
$32.4K -$5.07K -84 -14%
KFP
2814
KB Financial Partners
New Jersey
$32K -$1.15K -19 -4%
VF
2815
VitalStone Financial
Texas
$32K +$30.2K +501 New
BBPWM
2816
Blue Bell Private Wealth Management
Pennsylvania
$31.9K -$66.4K -1,100 -69%
WAM
2817
WFA Asset Management
Wisconsin
$30.6K +$423 +7 +1%
PG
2818
Proffitt & Goodson
Tennessee
$30.3K – – –
FCA
2819
Fortis Capital Advisors
Kansas
$30K +$28.5K +472 New
WAM
2820
Worth Asset Management
Texas
$27.5K +$23.7K +392 +956%
CIR
2821
Clear Investment Research
Georgia
$27K – – –
DWA
2822
Dougherty Wealth Advisers
Minnesota
$25.4K – – –
KC
2823
Kenfarb & Co
Kentucky
$25.4K – – –
FWA
2824
Freedom Wealth Alliance
Wisconsin
$25.4K +$24.1K +400 New
NMG
2825
New Millennium Group
Utah
$25.3K +$2.6K +43 +12%
111 112
113
114 115