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Name Holding Trade Value Shares
Change 		Change in
Stake
ATWA
3201
Arbor Trust Wealth Advisors
Michigan
$1.32M -$85.6K -140 -6%
FAG
3202
Fortitude Advisory Group
Washington
$1.32M -$139K -227 -9%
M1FG
3203
Mach-1 Financial Group
Arkansas
$1.32M -$911K -1,490 -39%
WMP
3204
Wealth Management Partners
Arizona
$1.32M -$39.1K -64 -3%
C1AG
3205
Client 1st Advisory Group
Florida
$1.32M +$164K +269 +13%
WDG
3206
Wealth Dimensions Group
Ohio
$1.31M +$93.6K +153 +7%
SHFG
3207
S Harris Financial Group
Texas
$1.31M +$5.5K +9 +0.4%
PTCG
3208
Pring Turner Capital Group
California
$1.31M -$9.17K -15 -0.7%
WIM
3209
Warwick Investment Management
Texas
$1.31M +$77K +126 +6%
CCP
3210
Cassia Capital Partners
North Carolina
$1.31M +$16.5K +27 +1%
NC
3211
NewSquare Capital
Pennsylvania
$1.31M +$167K +273 +13%
SA
3212
Sincerus Advisory
New York
$1.3M +$22.6K +37 +2%
PWP
3213
Ponta Wealth Partners
Florida
$1.3M -$986K -1,612 -41%
TWPM
3214
Total Wealth Planning & Management
Florida
$1.3M +$130K +213 +10%
CC
3215
Citrine Capital
California
$1.3M +$152K +249 +12%
LFA
3216
Laraway Financial Advisors
Minnesota
$1.3M – – –
AIP
3217
ARS Investment Partners
New York
$1.29M +$70.3K +115 +5%
MC
3218
Machina Capital
France
$1.29M +$1.4M +2,282 New
IP
3219
Isthmus Partners
Wisconsin
$1.28M +$611 +1 +0%
PWA
3220
Portus Wealth Advisors
North Carolina
$1.28M +$160K +262 +13%
ADEF
3221
ABS Direct Equity Fund
Connecticut
$1.28M +$322K +527 +88%
AIM
3222
ABS Investment Management
Connecticut
$1.28M +$689K +1,127 New
CPC
3223
CFC Planning Company
Indiana
$1.28M +$306K +501 +28%
LCG
3224
Lakeshore Capital Group
Illinois
$1.28M -$3.67K -6 -0.3%
SEP
3225
Signature Equity Partners
Ohio
$1.28M +$131K +214 +10%
127 128
129
130 131