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Name Holding Trade Value Shares
Change 		Change in
Stake
TFP
4001
TrueWealth Financial Partners
Washington
$1.48M +$666K +2,015 +75%
FIA
4002
FNY Investment Advisers
New York
$1.48M +$1.53M +4,643 +8,442%
PFMU
4003
Privium Fund Management (UK)
United Kingdom
$1.48M – – –
NCG
4004
Newport Capital Group
New Jersey
$1.48M +$152K +461 +11%
MWM
4005
Meritas Wealth Management
California
$1.48M -$66.4K -201 -4%
BWM
4006
BCGM Wealth Management
Indiana
$1.48M +$93.8K +284 +6%
EC
4007
EdgeRock Capital
Colorado
$1.48M +$390K +1,179 +34%
OAM
4008
Odey Asset Management
United Kingdom
$1.48M -$1.05M -3,166 -40%
PFG
4009
PAX Financial Group
Texas
$1.48M +$43K +130 +3%
RCM
4010
Requisite Capital Management
Texas
$1.48M -$562K -1,700 -27%
BAM
4011
Bosun Asset Management
Illinois
$1.47M -$26.8K -81 -2%
CCA
4012
Cottonwood Capital Advisors
Utah
$1.46M +$98.8K +299 +7%
CWA
4013
Continuum Wealth Advisors
New York
$1.46M -$6.61K -20 -0.4%
PAG
4014
Paladin Advisory Group
Iowa
$1.46M -$5.29K -16 -0.3%
WAG
4015
Windsor Advisory Group
Ohio
$1.46M -$40.3K -122 -3%
GWWM
4016
Great Waters Wealth Management
Minnesota
$1.46M +$23.8K +72 +2%
CSIA
4017
Conrad Siegel Investment Advisors
Pennsylvania
$1.46M +$332K +1,004 +28%
HIM
4018
Hanlon Investment Management
New Jersey
$1.46M +$490K +1,482 +47%
JTWM
4019
Jackson Thornton Wealth Management
Alabama
$1.46M +$75K +227 +5%
SPWM
4020
Spartan Planning & Wealth Management
North Carolina
$1.45M +$1.52M +4,607 New
WCM
4021
Windsor Capital Management
Arizona
$1.45M +$279K +844 +23%
RA
4022
Riversedge Advisors
Delaware
$1.45M +$205K +620 +16%
CWM
4023
Cedar Wealth Management
California
$1.45M +$4.96K +15 +0.3%
VFP
4024
Verus Financial Partners
Virginia
$1.45M +$132K +400 +10%
EP
4025
Essential Planning
New Hampshire
$1.45M – – –
159 160
161
162 163