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Name Holding Trade Value Shares
Change 		Change in
Stake
LGW
5001
Leslie Global Wealth
Illinois
$1.18M +$1.28K +3 +0.1%
MPW
5002
MGO Private Wealth
California
$1.18M -$183K -430 -13%
RWM
5003
Revisor Wealth Management
Ohio
$1.18M -$662K -1,555 -36%
WA
5004
Waterford Advisors
New York
$1.18M +$75K +176 +7%
OC
5005
Optima Capital
Oregon
$1.17M +$1.19M +2,785 New
MSWA
5006
Marshall & Sterling Wealth Advisors
New York
$1.17M +$1.18M +2,781 New
MSRI
5007
Michael S. Ryan Inc
New York
$1.17M +$57.5K +135 +5%
CCP
5008
Cushing Capital Partners
Wisconsin
$1.17M +$1.18M +2,778 New
AU
5009
Algebris (UK)
United Kingdom
$1.17M +$1.22M +2,865 New
SMAM
5010
Sugar Maple Asset Management
Wisconsin
$1.17M -$68.6K -161 -6%
KV
5011
Kickstand Ventures
New York
$1.16M +$190K +447 +19%
KFSC
5012
Keystone Financial Services (Colorado)
Colorado
$1.16M +$20.9K +49 +2%
BMD
5013
Better Money Decisions
New Mexico
$1.16M +$121K +284 +11%
IPW
5014
Intergy Private Wealth
Colorado
$1.16M +$109K +255 +10%
BF
5015
Blankinship & Foster
California
$1.16M – – –
LFA
5016
Lauterbach Financial Advisors
Texas
$1.16M +$30.2K +71 +3%
DCBT
5017
Dakota Community Bank & Trust
North Dakota
$1.16M +$99.2K +233 +9%
CSI
5018
Clark & Stuart Inc
Maine
$1.16M +$1.17M +2,745 New
ODFS
5019
O'Donnell Financial Services
California
$1.16M +$22.6K +53 +2%
SSWG
5020
Seven Springs Wealth Group
Tennessee
$1.16M +$132K +311 +13%
FP
5021
Foundry Partners
Minnesota
$1.15M +$100K +235 +9%
RMF
5022
Red Mountain Financial
Colorado
$1.15M +$16.2K +38 +1%
SEA
5023
Stegent Equity Advisors
Texas
$1.15M +$43K +101 +4%
TWA
5024
Trace Wealth Advisors
California
$1.15M +$1.16M +2,735 New
IWA
5025
IVC Wealth Advisors
Pennsylvania
$1.15M -$214K -503 -16%
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