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Name Holding Trade Value Shares
Change 		Change in
Stake
AMG
3401
Asset Management Group
Connecticut
$6.32M +$18.4K +36 +0.3%
BCM
3402
Bayesian Capital Management
New York
$6.32M +$6.22M +12,200 New
CF
3403
Concorde Financial
Texas
$6.31M -$44.4K -87 -0.7%
GLLW
3404
Graves Light Lenhart Wealth
Virginia
$6.31M +$182K +357 +3%
CC
3405
Commons Capital
Massachusetts
$6.3M +$12.2K +24 +0.2%
GSIAS
3406
Garden State Investment Advisory Services
New Jersey
$6.3M -$301K -590 -5%
LSWP
3407
Liberty Square Wealth Partners
Pennsylvania
$6.29M -$62.7K -123 -1%
SP
3408
Successful Portfolios
Florida
$6.28M -$180K -352 -3%
WAM
3409
Walker Asset Management
Missouri
$6.28M +$31.1K +61 +0.5%
RIM
3410
RW Investment Management
Idaho
$6.27M -$146K -287 -2%
MF
3411
Manchester Financial
California
$6.27M -$51.5K -101 -0.8%
W
3412
Wealthquest
Ohio
$6.26M +$311K +610 +5%
BWM
3413
BlackDiamond Wealth Management
New York
$6.26M +$274K +538 +5%
SAMC
3414
Spectrum Asset Management (California)
California
$6.25M -$121K -237 -2%
MIM
3415
Montgomery Investment Management
Maryland
$6.24M +$51K +100 +0.8%
FFG
3416
Floyd Financial Group
Missouri
$6.24M -$447K -876 -7%
CCM
3417
Conway Capital Management
California
$6.24M +$656K +1,285 +12%
NTIC
3418
Napean Trading & Investment Company
Singapore
$6.24M -$2.62M -5,132 -30%
FAP
3419
Financial Advisory Partners
Florida
$6.23M -$89.3K -175 -1%
TGIA
3420
Torrey Growth & Income Advisors
California
$6.22M +$6.12M +12,004 New
SFWA
3421
Summit Financial Wealth Advisors
Louisiana
$6.22M +$922K +1,807 +18%
PBK
3422
Peoples Bank (Kansas)
Kansas
$6.22M -$3.54M -6,941 -37%
NIA
3423
NIA Impact Advisors
California
$6.22M +$2.99M +5,866 +96%
APM
3424
a16z Perennial Management
California
$6.2M -$2.93M -5,734 -32%
NRI
3425
NFP Retirement Inc
California
$6.2M -$482K -944 -7%
135 136
137
138 139