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Name Holding Trade Value Shares
Change 		Change in
Stake
MF
5101
Manuka Financial
Virginia
$1.08M +$92.9K +214 +11%
SFC
5102
Summit Financial Consulting
Michigan
$1.07M -$35.6K -82 -4%
IWP
5103
IAG Wealth Partners
Wisconsin
$1.07M +$45.6K +105 +5%
AAMC
5104
Asset Allocation & Management Company
Illinois
$1.07M +$282K +650 +43%
CCMT
5105
CMT Capital Markets Trading
Germany
$1.07M +$934K +2,150 New
LSL
5106
Legacy Solutions LLC
Pennsylvania
$1.07M +$131K +301 +16%
HIA
5107
HTG Investment Advisors
Connecticut
$1.07M +$38.2K +88 +4%
FWM
5108
ForthRight Wealth Management
Georgia
$1.07M – – –
HPM
5109
Hudson Portfolio Management
New York
$1.06M +$146K +336 +19%
EW
5110
Entruity Wealth
California
$1.06M – – –
CFO
5111
Custos Family Office
Texas
$1.06M +$274K +631 +42%
WAG
5112
Windsor Advisory Group
Ohio
$1.06M +$39.5K +91 +4%
EWA
5113
Elevate Wealth Advisory
Georgia
$1.05M +$54.3K +125 +6%
DC
5114
Darrow Company
Massachusetts
$1.05M -$1.74K -4 -0.2%
TDC
5115
Thompson Davis & Co
Virginia
$1.04M -$9.99K -23 -1%
MPW
5116
MA Private Wealth
California
$1.04M -$42.1K -97 -4%
SG
5117
Sharper & Granite
California
$1.04M +$104K +240 +13%
DI
5118
Disciplined Investments
Oklahoma
$1.04M -$3.91K -9 -0.4%
BP
5119
BWM Planning
Texas
$1.04M +$46.5K +107 +5%
MIAS
5120
Mason Investment Advisory Services
Virginia
$1.04M +$434 +1 +0%
PFA
5121
Plotkin Financial Advisors
Maryland
$1.04M +$52.5K +121 +6%
FL
5122
FreeGulliver LLC
Louisiana
$1.04M -$188K -434 -17%
OWM
5123
Orca Wealth Management
Florida
$1.04M – – –
SFMG
5124
Sage Financial Management Group
Virginia
$1.03M – – –
BWM
5125
Brickley Wealth Management
California
$1.03M +$10.9K +25 +1%
203 204
205
206 207