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Name Holding Trade Value Shares
Change 		Change in
Stake
WFI
2601
West Family Investments
California
$8.34M +$212K +519 +2%
LFP
2602
Lakeshore Financial Planning
Michigan
$8.33M +$189K +463 +2%
AWC
2603
Abundance Wealth Counselors
Pennsylvania
$8.3M +$335K +822 +4%
PFSC
2604
Peoples Financial Services Corp
Pennsylvania
$8.28M -$563K -1,380 -6%
GSWM
2605
Golden State Wealth Management
California
$8.27M +$87.2K +214 +1%
FWM
2606
Forefront Wealth Management
Pennsylvania
$8.27M -$44K -108 -0.5%
3IP
2607
3Chopt Investment Partners
Virginia
$8.26M +$2.51M +6,146 +39%
AFG
2608
Allegheny Financial Group
Pennsylvania
$8.26M +$618K +1,517 +7%
RAM
2609
RedJay Asset Management
Ontario, Canada
$8.26M +$8.97M +22,000 New
PP
2610
Prospector Partners
Connecticut
$8.25M -$71.8K -176 -0.8%
RFA
2611
Resurgent Financial Advisors
Georgia
$8.24M +$55K +135 +0.6%
WMP
2612
Wealth Management Partners
Arizona
$8.24M -$404K -990 -4%
FC
2613
Forte Capital
New York
$8.24M -$16.3K -40 -0.2%
RCA
2614
Riverview Capital Advisers
Massachusetts
$8.21M -$622K -1,526 -7%
PWP
2615
Pursue Wealth Partners
California
$8.19M – – –
SAM
2616
Secure Asset Management
Michigan
$8.17M -$2.69M -6,586 -23%
RBWA
2617
RFG - Bristol Wealth Advisors
Massachusetts
$8.16M -$476K -1,167 -5%
SFS
2618
Summit Financial Strategies
Ohio
$8.15M -$1.28M -3,150 -13%
LA
2619
Lifeworks Advisors
Michigan
$8.15M +$1.18M +2,886 +15%
NME
2620
Notis-McConarty Edward
$8.15M -$190K -467 -2%
EW
2621
Elyxium Wealth
California
$8.14M +$4.29M +10,532 +95%
APG
2622
Abacus Planning Group
South Carolina
$8.13M +$815 +2 +0%
TWP
2623
Tempus Wealth Planning
California
$8.12M +$105K +257 +1%
PMFA
2624
Plante Moran Financial Advisors
Michigan
$8.12M -$1.63M -3,997 -16%
BOC
2625
Barbara Oil Co
Illinois
$8.12M – – –
103 104
105
106 107