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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
3701
Wealthstream Advisors
New York
$1.57M +$109K +362 +8%
FAFN
3702
First Affirmative Financial Network
Colorado
$1.57M -$42.4K -141 -3%
CIA
3703
Compass Ion Advisors
Pennsylvania
$1.56M -$206K -686 -12%
APA
3704
Astoria Portfolio Advisors
New York
$1.56M -$170K -564 -10%
AWM
3705
Accel Wealth Management
Iowa
$1.56M -$107K -354 -7%
ACM
3706
Advance Capital Management
Michigan
$1.56M +$74.6K +248 +5%
DPI
3707
Diversified Portfolios Inc
Michigan
$1.56M -$122K -406 -7%
RF
3708
Resolute Financial
Massachusetts
$1.56M -$12K -40 -0.8%
EE
3709
EWG Elevate
California
$1.55M +$74.6K +248 +5%
WCP
3710
Wick Capital Partners
Pennsylvania
$1.55M -$120K -400 -7%
UWM
3711
USAdvisors Wealth Management
Minnesota
$1.54M -$58.7K -195 -4%
OIM
3712
Opus Investment Management
Massachusetts
$1.54M – – –
LFM
3713
Lumina Fund Management
New York
$1.54M +$1.05M +3,500 +233%
SCP
3714
Silverleafe Capital Partners
Tennessee
$1.53M +$44.8K +149 +3%
VFP
3715
Verus Financial Partners
Virginia
$1.53M -$1.37M -4,550 -46%
ACP
3716
Arcus Capital Partners
Georgia
$1.53M -$528K -1,756 -26%
DCM
3717
Driehaus Capital Management
Illinois
$1.53M -$89.7K -298 -6%
EHAM
3718
Eagle Harbor Asset Management
Washington
$1.52M +$413K +1,373 +39%
NCMW
3719
Northern Capital Management (Washington)
Washington
$1.51M -$164K -544 -10%
CAG
3720
Curtis Advisory Group
California
$1.5M -$7.82K -26 -0.5%
UWPG
3721
Ullmann Wealth Partners Group
Florida
$1.5M +$27.4K +91 +2%
RPGK
3722
Retirement Planning Group (Kansas)
Kansas
$1.5M -$25.9K -86 -2%
FL
3723
Fort LP
Maryland
$1.49M -$162K -539 -10%
GA
3724
Greenspring Advisors
Maryland
$1.49M +$30.7K +102 +2%
ACM
3725
Armbruster Capital Management
New York
$1.49M -$191K -635 -12%
147 148
149
150 151