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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3326
Wealthstream Advisors
New York
$5.3M +$48.6K +115 +1%
CMP
3327
Coston McIsaac & Partners
Maine
$5.29M – – –
SC
3328
Schulhoff & Co
Ohio
$5.29M +$6.76K +16 +0.1%
CFA
3329
Cahill Financial Advisors
Minnesota
$5.29M -$17.7K -42 -0.4%
CWM
3330
CCG Wealth Management
California
$5.29M +$321K +759 +7%
DS
3331
Dudley & Shanley
Florida
$5.28M -$4.22K -10 -0.1%
CS
3332
Crescent Sterling
Louisiana
$5.28M -$174K -412 -3%
TCM
3333
Towercrest Capital Management
Pennsylvania
$5.28M -$4.22K -10 -0.1%
FWM
3334
Forza Wealth Management
Florida
$5.28M -$44.8K -106 -0.9%
CC
3335
Commons Capital
Massachusetts
$5.28M +$308K +730 +7%
BFG
3336
Bouchey Financial Group
New York
$5.28M +$165K +391 +3%
BCM
3337
Brookmont Capital Management
Texas
$5.27M -$120K -285 -2%
CW
3338
Cook Wealth
North Carolina
$5.27M +$2.23M +5,289 +72%
SC
3339
Sierra Capital
Florida
$5.27M -$1.69K -4 -0%
LCGC
3340
Legacy Capital Group California
California
$5.27M -$22K -52 -0.4%
CAM
3341
Cacti Asset Management
Georgia
$5.27M – – –
AWG
3342
Altus Wealth Group
Colorado
$5.26M -$141K -333 -3%
PCM
3343
Palouse Capital Management
Washington
$5.25M -$141K -334 -3%
HWM
3344
Horizon Wealth Management
Illinois
$5.25M -$409K -969 -8%
MCM
3345
Mendel Capital Management
Arkansas
$5.24M -$17.7K -42 -0.4%
IWS
3346
Insight Wealth Strategies
California
$5.24M +$35.5K +84 +0.7%
DI
3347
DAGCO Inc
Ohio
$5.24M – – –
CWS
3348
Cypress Wealth Services
California
$5.23M +$212K +503 +4%
CTFG
3349
Capstone Triton Financial Group
Oklahoma
$5.22M -$42.2K -100 -0.8%
RCM
3350
Raleigh Capital Management
North Carolina
$5.21M +$438K +1,036 +10%
132 133
134
135 136