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Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2101
Affinity Capital Advisors
California
$536K -$1.3K -21 -0.2%
MFG
2102
Mosaic Financial Group
Illinois
$535K +$260K +4,200 +100%
LWMM
2103
Legacy Wealth Management (Mississippi)
Mississippi
$535K – – –
AWA
2104
Amplius Wealth Advisors
Pennsylvania
$534K +$18.2K +294 +4%
HAG
2105
HF Advisory Group
Maryland
$534K +$62.8K +1,014 +14%
PCMC
2106
Paragon Capital Management (Colorado)
Colorado
$533K – – –
CHA
2107
Carmichael Hill & Associates
Maryland
$533K -$55.3K -893 -10%
VCM
2108
Vivaldi Capital Management
Illinois
$533K +$22.2K +358 +4%
SAM
2109
S.A. Mason
Michigan
$532K +$21.1K +341 +4%
PTP
2110
Platform Technology Partners
New York
$532K +$517K +8,351 New
CA
2111
Crumly & Associates
Illinois
$530K +$35.8K +579 +7%
TW
2112
Trajan Wealth
Arizona
$530K – – –
TB
2113
Terril Brothers
Missouri
$530K – – –
GA
2114
Gateway Advisory
New Jersey
$529K +$169K +2,730 +49%
YC
2115
Yarbrough Capital
Tennessee
$528K – – –
TAM
2116
Tucker Asset Management
Colorado
$528K -$54K -873 -10%
LWM
2117
Liberty Wealth Management
California
$527K +$2.43M +39,259 +446%
OHIS
2118
Oak Harvest Investment Services
Texas
$527K -$162K -2,610 -24%
BCM
2119
Bienville Capital Management
New York
$526K – – –
PMSA
2120
Patrick M. Sweeney & Associates
Illinois
$526K +$73.3K +1,184 +17%
IFS
2121
Ifrah Financial Services
Arkansas
$526K -$4.95K -80 -1%
AGWCA
2122
Annis Gardner Whiting Capital Advisors
Florida
$525K +$22.7K +367 +5%
PBO
2123
Peoples Bank (Ohio)
Ohio
$525K +$121K +1,949 +31%
QPWM
2124
Quadrant Private Wealth Management
Pennsylvania
$525K -$24K -388 -5%
FFO
2125
Fiduciary Family Office
Florida
$523K -$127K -2,055 -20%
83 84
85
86 87