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Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1701
Cooper Financial Group
California
$1.97M +$181K +349 +10%
SSWM
1702
Strait & Sound Wealth Management
California
$1.96M -$12.4K -24 -0.6%
FAM
1703
Formidable Asset Management
Ohio
$1.96M -$73.5K -142 -4%
CP
1704
Cornerstone Planning
North Carolina
$1.96M +$1.93M +3,727 New
HAG
1705
HF Advisory Group
Maryland
$1.96M +$181K +349 +10%
UW
1706
Unique Wealth
Florida
$1.96M +$163K +314 +9%
4WM
1707
44 Wealth Management
Oregon
$1.95M -$152K -294 -7%
NF
1708
Nikulski Financial
Iowa
$1.95M -$116K -225 -6%
PIA
1709
Prakash Investment Advisors
Massachusetts
$1.95M +$1.92M +3,700 New
RZH
1710
Relyea Zuckerberg Hanson
Connecticut
$1.94M +$104K +200 +6%
RA
1711
Ransom Advisory
Rhode Island
$1.94M +$25.9K +50 +1%
GWS
1712
Greykasell Wealth Strategies
California
$1.93M +$1.9M +3,661 New
BFG
1713
Beacon Financial Group
Texas
$1.92M -$321K -621 -15%
CWP
1714
Curated Wealth Partners
California
$1.92M -$31.1K -60 -2%
HCM
1715
HMS Capital Management
Tennessee
$1.92M -$9.84K -19 -0.5%
MC
1716
Middleton & Co
Massachusetts
$1.92M +$204K +395 +12%
TPW
1717
Transatlantique Private Wealth
New York
$1.92M +$1.88M +3,638 New
FCA
1718
Fortis Capital Advisors
Kansas
$1.91M +$776K +1,498 +61%
CCFCSB
1719
Cape Cod Five Cents Savings Bank
Massachusetts
$1.91M – – –
IGGA
1720
Iron Gate Global Advisors
Utah
$1.9M -$60.1K -116 -3%
SFPG
1721
Stonebridge Financial Planning Group
Florida
$1.9M -$69.9K -135 -4%
AIC
1722
Archer Investment Corporation
Indiana
$1.9M -$56.9K -110 -3%
TC
1723
TFR Capital
Texas
$1.9M +$1.87M +3,605 New
SFP
1724
Shepherd Financial Partners
Massachusetts
$1.89M +$11.9K +23 +0.6%
HI
1725
Horizon Investments
North Carolina
$1.88M +$90.6K +175 +5%
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