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Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2901
Cox Capital Management
Massachusetts
$6.33M -$157K -441 -3%
NCM
2902
NCM Capital Management
New Jersey
$6.33M -$62.6K -176 -1%
SW
2903
SkyOak Wealth
Michigan
$6.32M -$189K -530 -3%
PK
2904
Pflug Koory
Nebraska
$6.32M +$3.92K +11 +0.1%
PSFG
2905
Prairie Sky Financial Group
Illinois
$6.31M +$162K +454 +3%
RA
2906
RiverPark Advisors
New York
$6.31M -$427K -1,200 -7%
CF
2907
Concorde Financial
Texas
$6.3M +$4.82M +13,544 +423%
WFI
2908
West Family Investments
California
$6.29M +$106K +298 +2%
GGA
2909
Granite Group Advisors
Connecticut
$6.29M +$5.53M +15,543 New
LC
2910
Legacy CG
Texas
$6.28M +$497K +1,395 +9%
ML
2911
McAdam LLC
Pennsylvania
$6.28M +$4.27K +12 +0.1%
MAG
2912
MRA Advisory Group
New Jersey
$6.27M +$2.11M +5,931 +55%
FFA
2913
Fortune Financial Advisors
Kansas
$6.27M +$173K +486 +3%
AWM
2914
Atticus Wealth Management
Florida
$6.27M +$48.4K +136 +0.8%
PFG
2915
Prosperity Financial Group
California
$6.26M +$90.4K +254 +2%
IGWM
2916
ICA Group Wealth Management
Colorado
$6.26M -$19.2K -54 -0.3%
SFS
2917
Strategic Financial Services
New York
$6.25M -$181K -509 -3%
KIG
2918
Kowal Investment Group
Wisconsin
$6.25M +$491K +1,379 +9%
FMN
2919
Financial Management Network
California
$6.24M +$883K +2,481 +17%
NF
2920
Nikulski Financial
Iowa
$6.22M +$392K +1,101 +7%
TPM
2921
Triasima Portfolio Management
Quebec, Canada
$6.22M -$23.1K -65 -0.4%
SJL
2922
Shayne & Jacobs LLC
Tennessee
$6.21M – – –
KM
2923
KP Management
Minnesota
$6.2M +$5.87M +16,500 New
HFS
2924
HBC Financial Services
Washington
$6.19M +$5.7K +16 +0.1%
BZWA
2925
Blue Zone Wealth Advisors
California
$6.18M -$19.2K -54 -0.3%
115 116
117
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