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Name Holding Trade Value Shares
Change 		Change in
Stake
EBWM
3501
Eagle Bluffs Wealth Management
Missouri
$2.15M +$89.7K +298 +4%
PWM
3502
Pinnacle Wealth Management
California
$2.15M -$69.5K -231 -3%
SGCA
3503
Steel Grove Capital Advisors
Tennessee
$2.15M +$67.1K +223 +3%
PBT
3504
Pictet Bank & Trust
Bahamas
$2.15M -$51.4K -171 -2%
MF
3505
Manchester Financial
California
$2.15M +$587K +1,952 +39%
ARG
3506
Advisory Resource Group
Oklahoma
$2.14M +$105K +348 +5%
BWM
3507
BlackDiamond Wealth Management
New York
$2.14M +$36.7K +122 +2%
TCM
3508
TD Capital Management
Tennessee
$2.14M +$602 +2 +0%
TWM
3509
Trevian Wealth Management
Massachusetts
$2.12M -$52.3K -174 -2%
FCM
3510
Firestone Capital Management
Florida
$2.12M -$50.2K -167 -2%
CPA
3511
Cowen Prime Advisors
New York
$2.12M -$60.2K -200 -3%
LWMG
3512
Levy Wealth Management Group
Pennsylvania
$2.12M +$3.01K +10 +0.1%
RBC
3513
Roble Belko & Company
Pennsylvania
$2.12M +$49K +163 +2%
WFM
3514
Wolff Financial Management
Michigan
$2.11M -$301 -1 -0%
SSWG
3515
Seven Springs Wealth Group
Tennessee
$2.11M – – –
F
3516
F3Logic
Minnesota
$2.11M +$72.5K +241 +4%
WA
3517
WP Advisors
California
$2.11M -$2.71K -9 -0.1%
NRW
3518
Nova R Wealth
Kansas
$2.11M +$56.3K +187 +3%
WIP
3519
WealthCare Investment Partners
Rhode Island
$2.1M +$264K +876 +14%
GG
3520
Golden Green
South Carolina
$2.09M +$421K +1,399 +26%
CWM
3521
Cedar Wealth Management
California
$2.09M +$34.3K +114 +2%
C
3522
CEDRUS
Colorado
$2.09M +$124K +412 +6%
LCM
3523
Lewis Capital Management
California
$2.08M +$1.2K +4 +0.1%
KPWG
3524
KFA Private Wealth Group
Virginia
$2.08M +$203K +674 +11%
MLFP
3525
MPS Loria Financial Planners
Illinois
$2.08M +$1.8K +6 +0.1%
139 140
141
142 143