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Name Holding Trade Value Shares
Change 		Change in
Stake
VIP
3526
Viewpoint Investment Partners
Alberta, Canada
$5.38M +$3.03M +6,984 +182%
TCWM
3527
Total Clarity Wealth Management
Illinois
$5.37M -$295K -680 -6%
DFG
3528
Delphi Financial Group
Delaware
$5.37M – – –
PA
3529
PSI Advisors
Florida
$5.37M +$2.38M +5,490 +103%
CFG
3530
Carr Financial Group
Massachusetts
$5.37M -$38.6K -89 -0.8%
ARMT
3531
Amica Retiree Medical Trust
Rhode Island
$5.37M – – –
TC
3532
Trust Company
Kansas
$5.36M +$255K +587 +6%
SW
3533
SkyOak Wealth
Michigan
$5.36M -$2.26M -5,208 -33%
CCM
3534
Conway Capital Management
California
$5.35M +$69.5K +160 +2%
BCM
3535
Brookmont Capital Management
Texas
$5.35M -$69K -159 -1%
RCM
3536
Raleigh Capital Management
North Carolina
$5.35M +$361K +832 +8%
DIP
3537
Davis Investment Partners
North Carolina
$5.35M +$3.46M +7,967 +275%
NWWA
3538
New Wave Wealth Advisors
Arkansas
$5.34M -$116K -266 -2%
OPWM
3539
Oxinas Partners Wealth Management
Indiana
$5.34M -$365K -841 -7%
CL
3540
CLG LLC
California
$5.34M -$53.8K -124 -1%
ACA
3541
Affinity Capital Advisors
California
$5.34M -$35.6K -82 -0.8%
NIWA
3542
New Insight Wealth Advisors
California
$5.33M +$70.8K +163 +2%
MCM
3543
Mendel Capital Management
Arkansas
$5.33M -$32.6K -75 -0.7%
FC
3544
Financial Council
Maryland
$5.32M -$5.21K -12 -0.1%
WCAMG
3545
Woodard & Company Asset Management Group
North Carolina
$5.32M -$1.03M -2,380 -18%
CPC
3546
Cookson Peirce & Co
Pennsylvania
$5.31M -$1.41M -3,247 -23%
RWM
3547
Rialto Wealth Management
New York
$5.31M +$34.3K +79 +0.7%
COCM
3548
Charter Oak Capital Management
New Hampshire
$5.29M +$191K +439 +4%
FFA
3549
Fi3 Financial Advisors
Indiana
$5.29M +$321K +739 +7%
CFM
3550
Comprehensive Financial Management
California
$5.28M +$4.61M +10,614 New
140 141
142
143 144