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Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2051
Matisse Capital
Oregon
$1.07M – – –
WPWM
2052
Western Pacific Wealth Management
Illinois
$1.07M – – –
CA
2053
Cambridge Advisors
Nebraska
$1.06M -$373K -1,513 -29%
WP
2054
Westmount Partners
California
$1.06M +$494 +2 +0.1%
LSA
2055
Lion Street Advisors
Texas
$1.06M -$18.5K -75 -2%
HIM
2056
Hillsdale Investment Management
Ontario, Canada
$1.06M +$35.8K +145 +4%
MWM
2057
McNaughton Wealth Management
California
$1.05M -$14.8K -60 -2%
WA
2058
WBH Advisory
Maryland
$1.05M -$7.9K -32 -0.9%
DAM
2059
Delta Asset Management
Tennessee
$1.05M – – –
DL
2060
DOHJ LLC
Washington
$1.05M -$67.9K -275 -7%
FWS
2061
FinDec Wealth Services
California
$1.05M +$25.9K +105 +3%
PFP
2062
Paragon Financial Partners
California
$1.05M – – –
SMA
2063
Seven Mile Advisory
New Jersey
$1.05M +$899K +3,643 New
PCM
2064
Pointe Capital Management
Michigan
$1.04M -$192K -778 -18%
KA
2065
Klingman & Associates
New York
$1.04M +$20K +81 +2%
VEA
2066
Virtus ETF Advisers
New York
$1.04M +$895K +3,629 New
NFP
2067
Narus Financial Partners
Utah
$1.04M -$21.7K -88 -2%
AF
2068
Aldebaran Financial
$1.04M -$107K -434 -11%
BW
2069
Basepoint Wealth
Iowa
$1.04M +$90.1K +365 +11%
PFA
2070
Professional Financial Advisors
Nebraska
$1.04M -$189K -765 -17%
RSWM
2071
Robertson Stephens Wealth Management
California
$1.04M -$32.3K -131 -4%
NWMG
2072
National Wealth Management Group
Ohio
$1.03M +$817K +3,310 New
NDSI
2073
Newman Dignan & Sheerar Inc
Rhode Island
$1.03M -$94.5K -383 -10%
MFS
2074
Monetta Financial Services
Illinois
$1.03M +$148K +600 +20%
EHWM
2075
Eads & Heald Wealth Management
Georgia
$1.03M -$74.5K -302 -8%
81 82
83
84 85