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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2676
Waddell & Associates
Tennessee
$6.12M +$104K +315 +2%
AFG
2677
Atomi Financial Group
New York
$6.12M +$338K +1,024 +6%
RCM
2678
Regency Capital Management
Hawaii
$6.12M -$503K -1,523 -7%
AIM
2679
AHL Investment Management
Florida
$6.12M -$23.1K -70 -0.4%
VWMG
2680
Virginia Wealth Management Group
Virginia
$6.11M +$94.2K +285 +1%
SV
2681
Sturgeon Ventures
United Kingdom
$6.11M -$958K -2,898 -13%
BOS
2682
Bank of Stockton
California
$6.1M +$41K +124 +0.7%
DCM
2683
DGS Capital Management
New Jersey
$6.08M +$647K +1,959 +11%
SAM
2684
Secure Asset Management
Michigan
$6.08M +$386K +1,169 +6%
AP
2685
Adero Partners
California
$6.07M +$801K +2,423 +14%
PPP
2686
Private Portfolio Partners
New Jersey
$6.07M +$199K +601 +3%
ISWM
2687
Independent Solutions Wealth Management
New York
$6.07M +$269K +815 +4%
GP
2688
Greenline Partners
New York
$6.06M – – –
GC
2689
GFG Capital
Florida
$6.06M +$22.5K +68 +0.4%
ARC
2690
Advisor Resource Council
Texas
$6.05M -$218K -659 -3%
BOM
2691
Bank of Marin
California
$6.05M -$284K -859 -4%
SDWMA
2692
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.05M +$28.4K +86 +0.5%
RFWA
2693
RPg Family Wealth Advisory
Massachusetts
$6.05M -$1.96M -5,937 -24%
GCMG
2694
Gyroscope Capital Management Group
Florida
$6.05M -$21.5K -65 -0.3%
BIP
2695
Bouvel Investment Partners
Pennsylvania
$6.04M +$76.3K +231 +1%
NPP
2696
New Potomac Partners
Maryland
$6.04M -$129K -390 -2%
FCT
2697
First Community Trust
Iowa
$6.03M -$70.7K -214 -1%
GHAM
2698
Gilman Hill Asset Management
Connecticut
$6.03M -$176K -534 -3%
MWVC
2699
Morgens Waterfall Vintiadis & Co
New York
$6.03M +$330K +1,000 +6%
FACM
2700
Forest Avenue Capital Management
Florida
$6.03M +$6.31M +19,100 New
106 107
108
109 110