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Name Holding Trade Value Shares
Change 		Change in
Stake
MLA
2576
My Legacy Advisors
Oregon
$5.72M +$79.8K +313 +2%
CNFG
2577
Creegan & Nassoura Financial Group
New Hampshire
$5.72M -$6.38K -25 -0.1%
CFO
2578
CVA Family Office
Colorado
$5.72M +$474K +1,859 +10%
AI
2579
Accredited Investors
Minnesota
$5.71M +$138K +542 +3%
JGIA
2580
Jackson Grant Investment Advisers
Connecticut
$5.71M +$178K +697 +4%
ACG
2581
Allen Capital Group
Nebraska
$5.71M +$4.28M +16,773 +555%
DIS
2582
Diversified Investment Strategies
Louisiana
$5.7M -$64.8K -254 -1%
KWA
2583
KCS Wealth Advisory
California
$5.7M +$198K +778 +4%
RA
2584
RiverPark Advisors
New York
$5.7M -$926K -3,632 -16%
PI
2585
Pettee Investors
Connecticut
$5.69M +$41.8K +164 +0.8%
LMKC
2586
L.M. Kohn & Company
Ohio
$5.69M +$58.7K +230 +1%
CH
2587
Canton Hathaway
Rhode Island
$5.69M – – –
GIM
2588
Guardian Investment Management
California
$5.69M +$1.85M +7,250 +43%
GCMG
2589
Gyroscope Capital Management Group
Florida
$5.68M +$1.5M +5,900 +43%
SPFA
2590
Summit Place Financial Advisors
New Jersey
$5.68M +$142K +555 +3%
AIM
2591
AHL Investment Management
Florida
$5.66M -$86.7K -340 -2%
TCPG
2592
Trivant Custom Portfolio Group
California
$5.66M +$5.01M +19,648 New
CWP
2593
Concord Wealth Partners
Virginia
$5.66M +$244K +956 +5%
AWAU
2594
Alliance Wealth Advisors (Utah)
Utah
$5.66M +$27.8K +109 +0.6%
UBG
2595
United Bank (Georgia)
Georgia
$5.65M +$101K +397 +2%
WP
2596
WealthPLAN Partners
Nebraska
$5.64M -$5.22M -20,481 -51%
FCB
2597
First Command Bank
Texas
$5.64M +$33.4K +131 +0.7%
FCFS
2598
First Command Financial Services
Texas
$5.64M +$33.4K +131 +0.7%
WR
2599
WD Rutherford
Oregon
$5.63M -$20.4K -80 -0.4%
CF
2600
Concorde Financial
Texas
$5.63M -$1.88M -7,372 -27%
102 103
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