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Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
3251
Archer Investment Corporation
Indiana
$5.14M +$334K +818 +6%
LF
3252
LifeSteps Financial
California
$5.14M -$196K -481 -3%
FGWP
3253
Founders Grove Wealth Partners
Virginia
$5.14M -$8.56K -21 -0.2%
RIA
3254
Realta Investment Advisors
Delaware
$5.14M -$495K -1,215 -8%
PA
3255
Paragon Advisors
Texas
$5.13M -$101K -248 -2%
FFG
3256
Fortem Financial Group
California
$5.12M +$730K +1,790 +15%
WAM
3257
WNY Asset Management
New York
$5.12M -$74.2K -182 -1%
VCM
3258
Viewpoint Capital Management
Washington
$5.12M -$1.22K -3 -0%
SWM
3259
Shepherd Wealth Management
Ohio
$5.12M +$3.27M +8,013 +142%
BOJHT
3260
Bank of Jackson Hole Trust
Wyoming
$5.12M +$67.7K +166 +1%
AFM
3261
Aspetuck Financial Management
Connecticut
$5.11M -$51.4K -126 -0.9%
EM
3262
ELCO Management
New York
$5.11M +$442K +1,085 +9%
RIM
3263
Reliant Investment Management
Tennessee
$5.11M -$338K -829 -6%
PFG
3264
Putney Financial Group
California
$5.11M -$184K -451 -3%
SI
3265
Seeds Investor
New York
$5.11M -$382K -937 -6%
MFG
3266
Menard Financial Group
Texas
$5.1M +$87.2K +214 +2%
OCM
3267
Orser Capital Management
Texas
$5.1M +$55K +135 +1%
CGA
3268
Crescent Grove Advisors
Illinois
$5.1M -$265K -650 -5%
PCA
3269
Purkiss Capital Advisors
Connecticut
$5.09M +$358K +879 +7%
NRWA
3270
North Ridge Wealth Advisors
Oregon
$5.09M -$15.5K -38 -0.3%
CFD
3271
Creative Financial Designs
Indiana
$5.08M +$137K +337 +3%
B
3272
Barings
North Carolina
$5.08M +$283K +694 +5%
FCM
3273
Fire Capital Management
California
$5.08M +$421K +1,032 +8%
WFAG
3274
Wescott Financial Advisory Group
Pennsylvania
$5.08M +$1.95M +4,781 +55%
AEPWM
3275
Atlantic Edge Private Wealth Management
Florida
$5.08M +$79.9K +196 +1%
129 130
131
132 133