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Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
4126
Opus Investment Management
Massachusetts
$2.1M – – –
NIM
4127
NXG Investment Management
Texas
$2.1M +$2.02M +5,000 New
CWA
4128
Continuum Wealth Advisors
New York
$2.1M +$153K +377 +8%
CAC
4129
Cowen and Company
New York
$2.09M +$2.02M +4,978 New
WAOI
4130
Wealth Advisors of Iowa
Iowa
$2.09M +$3.64K +9 +0.2%
RCI
4131
RS Crum Inc
California
$2.09M +$26.7K +66 +1%
NPPM
4132
North Point Portfolio Managers
Ohio
$2.09M +$50.6K +125 +3%
ORG
4133
Optimist Retirement Group
Washington
$2.09M -$8.1K -20 -0.4%
IWP
4134
Innova Wealth Partners
Pennsylvania
$2.08M +$289K +713 +17%
ACC
4135
Acorn Creek Capital
Colorado
$2.08M -$66.8K -165 -3%
UFA
4136
US Financial Advisors
Massachusetts
$2.08M -$428K -1,058 -18%
GPA
4137
Guidance Point Advisors
Massachusetts
$2.08M +$431K +1,064 +27%
EL
4138
EMFO LLC
Florida
$2.08M -$178K -439 -8%
SP
4139
Sequent Planning
Nebraska
$2.08M +$2M +4,932 New
IDBONY
4140
Israel Discount Bank of New York
New York
$2.07M -$1.35M -3,337 -40%
VBFP
4141
Valtinson Bruner Financial Planning
Minnesota
$2.07M -$16.6K -41 -0.8%
TWM
4142
TriaGen Wealth Management
California
$2.07M -$10.5K -26 -0.5%
CMBA
4143
C.M. Bidwell & Associates
Hawaii
$2.07M -$15K -37 -0.7%
A
4144
AJOVista
Massachusetts
$2.06M – – –
IA
4145
IMZ Advisory
Florida
$2.06M -$3.64K -9 -0.2%
CCP
4146
Cunning Capital Partners
North Carolina
$2.06M – – –
CWM
4147
Cranbrook Wealth Management
Michigan
$2.05M +$405 +1 +0%
HR
4148
Hardy Reed
Mississippi
$2.05M -$34K -84 -2%
KWM
4149
KFG Wealth Management
Indiana
$2.05M +$87.4K +216 +5%
LWM
4150
Lionsbridge Wealth Management
Florida
$2.05M -$66K -163 -3%
164 165
166
167 168