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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
3401
JFS Wealth Advisors
Pennsylvania
$4.63M -$165K -407 -4%
BWS
3402
Buck Wealth Strategies
Colorado
$4.63M -$3.1M -7,669 -41%
RWMG
3403
Redwood Wealth Management Group
New Jersey
$4.63M -$215K -530 -5%
QCIG
3404
Quad-Cities Investment Group
Iowa
$4.62M -$153K -378 -3%
MFG
3405
Menard Financial Group
Texas
$4.6M +$548K +1,354 +14%
MFG
3406
Mainsail Financial Group
Washington
$4.6M +$165K +408 +4%
PF
3407
Prosperitas Financial
California
$4.6M +$351K +868 +9%
CV
3408
Counterweight Ventures
North Carolina
$4.59M -$90.3K -223 -2%
FB
3409
First Bancorp
Maine
$4.59M -$146K -360 -3%
FSCM
3410
Front Street Capital Management
Montana
$4.58M -$76.1K -188 -2%
SIM
3411
Sterling Investment Management
Arizona
$4.58M -$10.5K -26 -0.2%
MCWA
3412
Meadow Creek Wealth Advisors
Georgia
$4.58M +$104K +257 +2%
CAIMH
3413
Central Asset Investments & Management Holdings
Hong Kong
$4.58M -$3.47M -8,567 -44%
AA
3414
Alesco Advisors
New York
$4.58M +$147K +362 +3%
CI
3415
Cavalier Investments
Georgia
$4.57M +$295K +729 +7%
DFA
3416
Davies Financial Advisors
California
$4.56M +$4.39M +10,845 New
KIG
3417
Kessler Investment Group
Indiana
$4.56M -$1.77M -4,374 -29%
TI
3418
tru Independence
Oregon
$4.56M -$145K -359 -3%
DFG
3419
Delphi Financial Group
Delaware
$4.54M – – –
PM
3420
Parametrica Management
Hong Kong
$4.54M +$96.3K +238 +2%
GCM
3421
Geneva Capital Management
Wisconsin
$4.54M -$216K -534 -5%
SC
3422
Shay Capital
New York
$4.53M +$395K +975 +10%
THWM
3423
Taylor Hoffman Wealth Management
Virginia
$4.53M -$100K -247 -2%
CF
3424
Cantor Fitzgerald
New York
$4.53M +$1.31M +3,228 +43%
BFWA
3425
Benchmark Financial Wealth Advisors
Florida
$4.52M +$91.5K +226 +2%
135 136
137
138 139