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Name Holding Trade Value Shares
Change 		Change in
Stake
FNBSF
3201
First National Bank Sioux Falls
South Dakota
$1.46M -$564K -758 -28%
OF
3202
Optimize Financial
California
$1.46M -$99K -133 -6%
CCA
3203
Coign Capital Advisors
Utah
$1.46M -$99K -133 -6%
LA
3204
LexAurum Advisors
Kansas
$1.46M -$531K -714 -26%
PS
3205
Planned Solutions
California
$1.46M – – –
ECA
3206
Elevated Capital Advisors
Utah
$1.45M +$127K +171 +9%
QF
3207
QVT Financial
New York
$1.45M -$8.13M -10,926 -85%
LF
3208
Lighthouse Financial
Florida
$1.45M +$169K +227 +13%
ICA
3209
Infrastructure Capital Advisors
New York
$1.45M +$1.14M +1,536 +256%
TCM
3210
Towercrest Capital Management
Pennsylvania
$1.45M +$482K +648 +49%
GCL
3211
Gouws Capital LLC
North Carolina
$1.44M -$11.2K -15 -0.8%
CFG
3212
Carr Financial Group
Massachusetts
$1.44M -$14.9K -20 -1%
BIM
3213
Baldwin Investment Management
Pennsylvania
$1.44M -$18.6K -25 -1%
AWMS
3214
Advocacy Wealth Management Services
Georgia
$1.44M +$1.46M +1,956 New
MDA
3215
Minot DeBlois Advisors
Massachusetts
$1.44M -$52.8K -71 -4%
OHWP
3216
Oak Harbor Wealth Partners
North Carolina
$1.43M -$13.4K -18 -0.9%
CWA
3217
Centerline Wealth Advisors
Kentucky
$1.43M -$36.5K -49 -2%
4WM
3218
49 Wealth Management
Texas
$1.43M +$348K +468 +32%
CA
3219
Claris Advisors
Missouri
$1.43M – – –
JFA
3220
JNBA Financial Advisors
Minnesota
$1.43M +$124K +166 +9%
C1AG
3221
Client 1st Advisory Group
Florida
$1.43M +$65.5K +88 +5%
PA
3222
PFW Advisors
Georgia
$1.42M -$9.68K -13 -0.7%
EMAM
3223
Encompass More Asset Management
California
$1.42M -$83.4K -112 -5%
OAS
3224
Optivise Advisory Services
Tennessee
$1.42M +$221K +297 +18%
BWM
3225
BAM Wealth Management
Colorado
$1.42M +$1.44M +1,933 New
127 128
129
130 131