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Name Holding Trade Value Shares
Change 		Change in
Stake
IA
3626
IAM Advisory
Pennsylvania
$3.72M -$274K -676 -7%
DCM
3627
Delta Capital Management
New Jersey
$3.71M – – –
BFA
3628
Beacon Financial Advisory
Ohio
$3.71M +$89.5K +221 +3%
PS
3629
Portfolio Strategies
New York
$3.71M +$1.98M +4,879 +124%
MA
3630
MKT Advisors
California
$3.71M +$325K +802 +10%
SFG
3631
Sunburst Financial Group
Alabama
$3.71M -$123K -304 -3%
TFO
3632
Tarbox Family Office
California
$3.7M +$213K +526 +6%
MAC
3633
Mason & Associates (California)
California
$3.69M +$388K +958 +12%
OWG
3634
Oxford Wealth Group
Florida
$3.69M +$3.55M +8,770 New
BWG
3635
Boomfish Wealth Group
Georgia
$3.68M -$366K -903 -9%
LB
3636
Legacy Bridge
Iowa
$3.68M -$1.62K -4 -0%
GB
3637
Goepper Burkhardt
South Carolina
$3.67M +$365K +901 +11%
RPCONE
3638
Retirement Planning Company of New England
Rhode Island
$3.67M -$638K -1,576 -15%
EDRIA
3639
Edmonds Duncan Registered Investment Advisors
Kansas
$3.67M – – –
VWM
3640
Vigilare Wealth Management
Arizona
$3.66M -$1.07M -2,647 -23%
BTWM
3641
Brass Tax Wealth Management
Ohio
$3.66M +$3.52M +8,694 New
WBCM
3642
Wilson & Boucher Capital Management
California
$3.66M +$66.8K +165 +2%
BCM
3643
Barden Capital Management
Texas
$3.65M -$838K -2,070 -19%
WHAM
3644
Windmill Hill Asset Management
United Kingdom
$3.65M -$31.2K -77 -0.9%
EIP
3645
Ellis Investment Partners
Pennsylvania
$3.65M +$63.2K +156 +2%
WJA
3646
Willis Johnson & Associates
Texas
$3.65M +$366K +904 +12%
LAS
3647
LWM Advisory Services
Florida
$3.64M +$10.1K +25 +0.3%
GM
3648
Granger Management
New York
$3.63M +$104K +257 +3%
DWM
3649
Dechtman Wealth Management
Colorado
$3.63M -$46.1K -114 -1%
CCB
3650
Cutter & Co Brokerage
Missouri
$3.63M -$71.7K -177 -2%
144 145
146
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