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Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
3126
Beacon Financial Advisory
Ohio
$7.75M +$589K +1,154 +8%
SPWG
3127
Syntegra Private Wealth Group
Missouri
$7.74M +$112K +219 +1%
CG
3128
Corundum Group
Colorado
$7.73M -$91.8K -180 -1%
LAI
3129
Legal Advantage Investments
California
$7.73M -$115K -225 -1%
CIA
3130
Citadel Investment Advisory
Ohio
$7.73M – – –
SCP
3131
Steamboat Capital Partners
New York
$7.71M -$466K -913 -6%
HIC
3132
Harvey Investment Company
Kentucky
$7.7M – – –
WFA
3133
Wellspring Financial Advisors
Ohio
$7.7M +$46.8M +91,748 +10%
MWM
3134
Manske Wealth Management
Texas
$7.69M -$83.7K -164 -1%
WI
3135
Westbourne Investments
Virginia
$7.69M -$8.16K -16 -0.1%
NS
3136
Night Squared
New York
$7.68M +$1.88M +3,676 +33%
VPW
3137
Variant Private Wealth
Virginia
$7.68M -$85.2K -167 -1%
CASB
3138
Cape Ann Savings Bank
Massachusetts
$7.68M -$101K -198 -1%
CP
3139
Covenant Partners
Tennessee
$7.68M – – –
MC
3140
Matisse Capital
Oregon
$7.67M -$363K -712 -5%
AGAM
3141
Audent Global Asset Management
California
$7.67M -$62.7K -123 -0.8%
IWM
3142
Integris Wealth Management
California
$7.64M -$96.4K -189 -1%
HFBOT
3143
Home Federal Bank of Tennessee
Tennessee
$7.64M -$33.2K -65 -0.4%
MPCA
3144
Madison Park Capital Advisors
Washington
$7.64M -$129K -253 -2%
RC
3145
Rahlfs Capital
Texas
$7.63M -$306K -600 -4%
IAMOG
3146
Investors Asset Management of Georgia
Georgia
$7.63M +$5.61K +11 +0.1%
GCA
3147
Gradient Capital Advisors
California
$7.62M +$154K +302 +2%
QFA
3148
Quantum Financial Advisors
California
$7.62M – – –
SCM
3149
Stanley Capital Management
Texas
$7.61M – – –
BA
3150
Bluesphere Advisors
Pennsylvania
$7.6M -$217K -425 -3%
124 125
126
127 128