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Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1601
Professional Planning
California
$3.24M -$373K -1,385 -11%
CCM
1602
Community Capital Management
Florida
$3.24M – – –
CQS
1603
Credential Qtrade Securities
$3.24M +$794K +2,950 +37%
WCM
1604
Wunderlich Capital Managemnt
Tennessee
$3.23M -$20.2K -75 -0.7%
CAAS
1605
Capital Asset Advisory Services
Michigan
$3.22M +$632K +2,349 +27%
EP
1606
Eudaimonia Partners
Tennessee
$3.21M -$236K -877 -7%
JCM
1607
Jacobsen Capital Management
Utah
$3.21M -$92.6K -344 -3%
KFP
1608
KMG Fiduciary Partners
Ohio
$3.2M -$2.95M -10,961 -50%
FWP
1609
FAS Wealth Partners
Kansas
$3.2M -$383K -1,422 -12%
FDS
1610
Freedom Day Solutions
Texas
$3.2M -$43.6K -162 -1%
FFG
1611
Fortem Financial Group
California
$3.18M -$71.1K -264 -2%
HA
1612
Harbor Advisors
Florida
$3.18M – – –
MRCM
1613
M&R Capital Management
New Jersey
$3.17M -$829K -3,079 -22%
FHA
1614
First Horizon Advisors
Tennessee
$3.17M +$245K +910 +9%
SCM
1615
Sterneck Capital Management
Missouri
$3.16M -$107K -396 -4%
PWPS
1616
Pinnacle Wealth Planning Services
Ohio
$3.16M +$309K +1,148 +12%
AT
1617
Arden Trust
Delaware
$3.15M -$105K -389 -4%
AWM
1618
Aries Wealth Management
Maine
$3.15M -$35K -130 -1%
GAM
1619
Geier Asset Management
Maryland
$3.15M -$253K -941 -9%
FIA
1620
Foundations Investment Advisors
Arizona
$3.15M +$440K +1,635 +19%
CWM
1621
Cornerstone Wealth Management
Missouri
$3.14M -$228K -847 -7%
ACA
1622
Anchor Capital Advisors
Massachusetts
$3.13M +$623K +2,312 +28%
AG
1623
AIA Group
Hong Kong
$3.12M -$450K -1,672 -14%
AMC
1624
Asset Management Corp
Illinois
$3.12M -$423K -1,570 -13%
CBA
1625
Coastal Bridge Advisors
Connecticut
$3.12M – – –
63 64
65
66 67