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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
5401
Auctus Advisors
North Carolina
$848K -$43.1K -103 -4%
IMC
5402
Investment Management Corporation
Virginia
$846K +$12.1K +29 +1%
AFIA
5403
America First Investment Advisors
Nebraska
$845K +$194K +463 +25%
IWMO
5404
Integrated Wealth Management (Ohio)
Ohio
$845K +$52.3K +125 +6%
WFA
5405
Websterrogers Financial Advisors
South Carolina
$844K -$1.67K -4 -0.2%
CW
5406
Curio Wealth
Maryland
$844K +$6.28K +15 +0.7%
RB
5407
Richmond Brothers
Michigan
$840K +$1.25K +3 +0.1%
SWM
5408
Shepherd Wealth Management
Ohio
$839K -$2.3M -5,487 -73%
WFP
5409
Wrenne Financial Planning
Kentucky
$838K -$46.4K -111 -5%
IWP
5410
IAG Wealth Partners
Wisconsin
$838K +$27.6K +66 +3%
FPFC
5411
Financial Planning Fort Collins
Colorado
$838K -$14.2K -34 -2%
DFG
5412
Dupree Financial Group
Kentucky
$837K +$200K +479 +27%
PA
5413
Prossimo Advisors
California
$837K +$121K +289 +15%
NMCM
5414
Nicholson Meyer Capital Management
Missouri
$836K -$41K -98 -4%
SGI
5415
Swan Global Investments
Colorado
$834K +$198K +473 +27%
CCA
5416
Clarity Capital Advisors
Florida
$834K +$511K +1,221 +118%
RCM
5417
Ratan Capital Management
Florida
$833K -$23.3M -55,589 -96%
AL
5418
Arnhold LLC
New York
$833K – – –
CPCP
5419
Cedar Point Capital Partners
Iowa
$832K +$23K +55 +3%
IFA
5420
Independence Financial Advisors
New Hampshire
$831K -$154K -368 -14%
LFA
5421
Level Financial Advisors
New York
$830K -$13.4K -32 -1%
AIA
5422
Aventus Investment Advisors
Florida
$829K +$85.4K +204 +10%
FWM
5423
ForthRight Wealth Management
Georgia
$829K -$13.8K -33 -1%
LIWM
5424
Long Island Wealth Management
New York
$829K +$25.9K +62 +3%
OFG
5425
Opulen Financial Group
Virginia
$827K +$71.6K +171 +8%
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