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Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
3201
Islay Capital Management
Texas
$2.4M -$330K -1,250 -11%
RCG
3202
Rock Creek Group
District of Columbia
$2.4M +$59.1K +224 +2%
BFWA
3203
Benchmark Financial Wealth Advisors
Florida
$2.4M +$142K +539 +6%
FC
3204
Financial Council
Maryland
$2.4M +$1.71M +6,489 +171%
MFS
3205
Mirabella Financial Services
United Kingdom
$2.39M -$668K -2,529 -20%
PW
3206
Peninsula Wealth
California
$2.39M +$66.3K +251 +3%
PCM
3207
Portolan Capital Management
Massachusetts
$2.38M – – –
EFL
3208
ERn Financial LLC
Wisconsin
$2.37M +$247K +935 +10%
BFG
3209
Bouchey Financial Group
New York
$2.37M -$95.6K -362 -3%
CPA
3210
Capital Performance Advisors
California
$2.37M -$41.5K -157 -2%
NG
3211
Northstar Group
New York
$2.37M +$88.5K +335 +3%
RVPG
3212
Relative Value Partners Group
$2.36M -$1.54M -5,818 -36%
NJBEST
3213
New Jersey Better Educational Savings Trust
New Jersey
$2.36M – – –
MWP
3214
Madison Wealth Partners
Wisconsin
$2.36M +$53.3K +202 +2%
RPGK
3215
Retirement Planning Group (Kansas)
Kansas
$2.35M +$1.3M +4,913 +95%
CA
3216
Calton & Associates
Florida
$2.35M -$204K -772 -7%
LWM
3217
Ledge Wealth Management
Minnesota
$2.35M -$491K -1,861 -16%
MA
3218
MBA Advisors
Pennsylvania
$2.35M +$264 +1 +0%
DAM
3219
Derbend Asset Management
Georgia
$2.35M +$8.98K +34 +0.3%
EWS
3220
Evergreen Wealth Solutions
Pennsylvania
$2.34M -$1.06K -4 -0%
MECA
3221
Miller Equity Capital Advisors
Texas
$2.34M +$687K +2,600 +35%
AA
3222
Aire Advisors
California
$2.34M +$207K +784 +8%
LDFR
3223
Lehman & Derafelo Financial Resources
Pennsylvania
$2.34M -$2.11K -8 -0.1%
PFP
3224
Paragon Financial Partners
California
$2.34M +$1.06K +4 +0%
TIM
3225
Tortoise Investment Management
New York
$2.33M +$408K +1,544 +18%
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