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Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
2876
Strategic Wealth Management Group
Maryland
$1.86M +$167K +797 +10%
HI
2877
Human Investing
Oregon
$1.86M -$99.3K -473 -5%
AIA
2878
Alera Investment Advisors
Illinois
$1.85M +$240K +1,142 +15%
CC
2879
Cedar Capital
Illinois
$1.85M -$2.39M -11,366 -56%
WCM
2880
WealthBridge Capital Management
Ohio
$1.84M +$39.7K +189 +2%
TFGT
2881
TS Financial Group (TSFG)
Illinois
$1.84M -$29.6K -141 -2%
FPF
2882
First Pacific Financial
Washington
$1.84M +$1.84M +8,739 New
CWM
2883
Campbell Wealth Management
Virginia
$1.82M +$16.4K +78 +0.9%
TCM
2884
Teza Capital Management
Illinois
$1.82M +$614K +2,923 +51%
ACG
2885
Allen Capital Group
Nebraska
$1.81M -$22.5K -107 -1%
KM
2886
Kalos Management
Georgia
$1.81M -$96.6K -460 -5%
LD
2887
Lipe & Dalton
New York
$1.8M +$10.5K +50 +0.6%
ABTD
2888
Arvest Bank Trust Division
Oklahoma
$1.79M -$8.61K -41 -0.5%
TCM
2889
Towercrest Capital Management
Pennsylvania
$1.79M +$10.7K +51 +0.6%
CFG
2890
CMC Financial Group
Georgia
$1.78M -$18.3K -87 -1%
EPA
2891
Element Pointe Advisors
Florida
$1.78M +$10.5K +50 +0.6%
PIA
2892
Pinion Investment Advisors
Kansas
$1.78M – – –
TCPWM
2893
Traverso Chambers Private Wealth Management
California
$1.78M +$228K +1,084 +15%
CBA
2894
Coastal Bridge Advisors
Connecticut
$1.77M -$153K -729 -8%
SWRP
2895
Summit Wealth & Retirement Planning
California
$1.76M -$51.7K -246 -3%
SPL
2896
Smart Portfolios LLC
Washington
$1.76M – – –
EA
2897
Emerald Advisors
Washington
$1.76M +$514K +2,446 +41%
PW
2898
Price Wealth
Texas
$1.75M +$1.46M +6,951 +516%
ACWM
2899
Adams Chetwood Wealth Management
North Carolina
$1.74M +$210 +1 +0%
CCB
2900
Cutter & Co Brokerage
Missouri
$1.73M +$161K +765 +10%
114 115
116
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