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Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
3126
Anson Funds Management
Texas
$1.02M -$363K -2,000 -29%
OIM
3127
Opus Investment Management
Massachusetts
$1.02M – – –
FG
3128
Formula Growth
Quebec, Canada
$1.02M +$908K +5,000 New
JWA
3129
JFS Wealth Advisors
Pennsylvania
$1.02M +$14.9K +82 +2%
LWM
3130
Lionsbridge Wealth Management
Florida
$1.02M +$30.7K +169 +4%
AA
3131
Aufman Associates
Pennsylvania
$1.01M -$13.4K -74 -1%
SL
3132
Savior LLC
Massachusetts
$1.01M -$8.35K -46 -0.9%
FP
3133
Foundry Partners
Minnesota
$1.01M -$264K -1,455 -23%
OFG
3134
OmniStar Financial Group
North Carolina
$1.01M -$104K -571 -10%
GSIS
3135
Global Strategic Investment Solutions
Arizona
$1.01M +$10.9K +60 +1%
HWM
3136
Howard Wealth Management
Connecticut
$1.01M +$49.7K +274 +6%
NP
3137
Ninepoint Partners
Ontario, Canada
$1M +$342K +1,882 +62%
PFG
3138
PAX Financial Group
Texas
$1M +$185K +1,018 +26%
SAS
3139
Stelac Advisory Services
New York
$1M +$8.53K +47 +1%
FA
3140
Fortis Advisors
Pennsylvania
$994K -$250K -1,376 -22%
KPWG
3141
KFA Private Wealth Group
Virginia
$993K -$115K -631 -11%
RWM
3142
Reston Wealth Management
Virginia
$993K -$10.3K -57 -1%
WWM
3143
WJ Wealth Management
Arizona
$984K +$476K +2,620 +118%
SFC
3144
SYM Financial Corp
Indiana
$983K -$81K -446 -8%
WLIM
3145
White Lighthouse Investment Management
Massachusetts
$981K -$48.5K -267 -5%
RPGK
3146
Retirement Planning Group (Kansas)
Kansas
$981K +$82.8K +456 +10%
AWCI
3147
Alpine Woods Capital Investors
New York
$981K +$318K +1,751 +57%
EWF
3148
Epstein & White Financial
California
$973K +$52.6K +290 +6%
NEPPG
3149
New England Professional Planning Group
Rhode Island
$972K -$82.6K -455 -9%
LFASL
3150
Lugano Financial Advisors SA (LFA)
Switzerland
$969K -$308K -1,696 -26%
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