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Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
3426
LSP Investment Advisors
New York
$1.99M – – –
ACM
3427
AUA Capital Management
Pennsylvania
$1.98M +$128K +533 +7%
AWAP
3428
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$1.98M -$165K -687 -8%
HFG
3429
Heron Financial Group
New York
$1.98M -$49.7K -207 -2%
MFG
3430
Menard Financial Group
Texas
$1.98M -$789K -3,289 -28%
LA
3431
Latitude Advisors
Florida
$1.98M -$128K -532 -6%
PWP
3432
Phillips Wealth Planners
Mississippi
$1.98M +$1.75M +7,288 New
MPW
3433
MA Private Wealth
California
$1.97M -$252K -1,051 -11%
MWM
3434
Mascoma Wealth Management
New Hampshire
$1.97M -$86.9K -362 -4%
SWRP
3435
Summit Wealth & Retirement Planning
California
$1.97M -$33.8K -141 -2%
NC
3436
NinePointTwo Capital
California
$1.97M -$174K -726 -8%
LAS
3437
LWM Advisory Services
Florida
$1.96M -$1.89M -7,891 -49%
GG
3438
Golden Green
South Carolina
$1.96M +$102K +424 +5%
LA
3439
Lane & Associates
New Jersey
$1.95M +$1.96M +8,152 New
SFWA
3440
Summit Financial Wealth Advisors
Louisiana
$1.95M -$210K -875 -10%
SEP
3441
Southland Equity Partners
Missouri
$1.95M +$237K +987 +14%
GM
3442
GeoWealth Management
Illinois
$1.94M -$853K -3,553 -31%
LBWM
3443
Left Brain Wealth Management
Illinois
$1.94M +$1.94M +8,091 New
TBWA
3444
Three Bridge Wealth Advisors
California
$1.94M -$64.6K -269 -3%
AF
3445
Aldebaran Financial
$1.94M +$576K +2,402 +42%
CCA
3446
Clearwater Capital Advisors
Illinois
$1.94M +$19.7K +82 +1%
PFA
3447
Pathway Financial Advisers
Indiana
$1.93M +$1.93M +8,029 New
ZIMP
3448
Zimmermann Investment Management & Planning
Pennsylvania
$1.93M +$7.2K +30 +0.4%
LL
3449
LWMG LLC
Minnesota
$1.92M +$1.93M +8,026 New
FWM
3450
FFT Wealth Management
Pennsylvania
$1.92M -$7.2K -30 -0.4%
136 137
138
139 140