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Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
3001
Intergy Private Wealth
Colorado
$1.26M +$15.8K +27 +1%
NWM
3002
Navigoe Wealth Management
California
$1.26M +$1.26M +2,150 New
FSA
3003
Financial Security Advisor
Virginia
$1.26M -$17K -29 -1%
LRPA
3004
L. Roy Papp & Associates
Arizona
$1.26M +$44K +75 +4%
RA
3005
RoundAngle Advisors
New Jersey
$1.26M +$1.26M +2,144 New
A
3006
AlphaQuest
New York
$1.25M -$1.15M -1,951 -48%
SFC
3007
Strategic Financial Concepts
Texas
$1.25M +$540K +920 +75%
DIP
3008
DT Investment Partners
Pennsylvania
$1.25M -$228K -388 -15%
MLA
3009
My Legacy Advisors
Oregon
$1.25M +$411K +701 +53%
AFG
3010
ABLE Financial Group
Arizona
$1.25M +$8.8K +15 +0.7%
RH
3011
RFG Holdings
Texas
$1.25M +$185K +316 +17%
FFG
3012
Fiduciary Financial Group
California
$1.25M +$9.39K +16 +0.8%
UFF
3013
USA Financial Formulas
Michigan
$1.24M +$1.25M +2,125 New
CWM
3014
Centurion Wealth Management
Virginia
$1.24M +$49.9K +85 +4%
MCM
3015
Mengis Capital Management
Oregon
$1.24M – – –
DWM
3016
DecisionMap Wealth Management
Virginia
$1.24M +$1.24M +2,116 New
SSW
3017
Smith Shellnut Wilson
Mississippi
$1.24M +$5.87K +10 +0.5%
CMP
3018
Coston McIsaac & Partners
Maine
$1.24M -$178K -303 -13%
FCM
3019
Fire Capital Management
California
$1.24M +$1.24M +2,110 New
BWMG
3020
Barnes Wealth Management Group
California
$1.23M +$1.24M +2,107 New
PCH
3021
PGIM Custom Harvest
New Jersey
$1.23M -$6.46K -11 -0.5%
JWA
3022
JFS Wealth Advisors
Pennsylvania
$1.22M +$2.94K +5 +0.2%
RCM
3023
RNC Capital Management
California
$1.22M +$44K +75 +4%
MCM
3024
Monument Capital Management
Virginia
$1.22M +$767K +1,307 +167%
NA
3025
Nautilus Advisors
California
$1.22M +$1.22M +2,082 New
119 120
121
122 123