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Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
3526
Fi3 Financial Advisors
Indiana
$2.16M +$14.8K +58 +0.8%
AGP
3527
Autumn Glory Partners
Texas
$2.16M -$2.89M -11,329 -60%
RCS
3528
Retirement Capital Strategies
California
$2.16M -$17.6K -69 -0.9%
GBWM
3529
Granite Bay Wealth Management
New Hampshire
$2.16M +$279K +1,095 +17%
APC
3530
Aspire Private Capital
North Carolina
$2.16M +$37K +145 +2%
SPW
3531
Sonoma Private Wealth
California
$2.16M +$190K +744 +11%
COCM
3532
Charter Oak Capital Management
New Hampshire
$2.15M +$28.8K +113 +2%
XL
3533
XN LP
New York
$2.15M -$12.9M -50,724 -87%
GCP
3534
Gill Capital Partners
Colorado
$2.15M -$52K -204 -3%
FAG
3535
Financial Advisory Group
Texas
$2.14M +$27.3K +107 +1%
PA
3536
Parkside Advisors
California
$2.14M -$54.6K -214 -3%
CC
3537
Claybrook Capital
Massachusetts
$2.14M -$25.5K -100 -1%
MPPLM
3538
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.14M -$573K -2,248 -23%
OBWG
3539
Onyx Bridge Wealth Group
New York
$2.13M -$63.3K -248 -3%
EWM
3540
Elmwood Wealth Management
California
$2.13M -$3.32K -13 -0.2%
AWA
3541
Alta Wealth Advisors
Massachusetts
$2.13M -$24K -94 -1%
MF
3542
Manchester Financial
California
$2.12M +$33.7K +132 +2%
CSWM
3543
Cassady Schiller Wealth Management
Ohio
$2.12M +$30.6K +120 +2%
BAM
3544
Baldrige Asset Management
Pennsylvania
$2.12M -$14.5K -57 -0.8%
LD
3545
Lipe & Dalton
New York
$2.11M +$1.27K +5 +0.1%
TCM
3546
TD Capital Management
Tennessee
$2.1M +$31.1K +122 +2%
PFA
3547
Peak Financial Advisors
Colorado
$2.1M +$1.62M +6,341 +673%
BCM
3548
Barden Capital Management
Texas
$2.1M +$12K +47 +0.6%
GB
3549
Goepper Burkhardt
South Carolina
$2.1M -$16.1K -63 -0.9%
UWPG
3550
Ullmann Wealth Partners Group
Florida
$2.1M +$387K +1,516 +26%
140 141
142
143 144