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Name Holding Trade Value Shares
Change 		Change in
Stake
MCA
1951
Magnolia Capital Advisors
Mississippi
$2.42M -$904K -1,205 -37%
CF
1952
Carlson Financial
Oregon
$2.41M -$299K -399 -16%
AFA
1953
Allium Financial Advisors
Oregon
$2.41M -$352K -469 -18%
WA
1954
Wealth Alliance
New York
$2.41M -$30.7K -41 -2%
MWP
1955
Madison Wealth Partners
Wisconsin
$2.41M +$94.5K +126 +6%
MSA
1956
McAlister Sweet & Associates
Texas
$2.4M +$424K +565 +37%
AIM
1957
Avanda Investment Management
Singapore
$2.4M +$135K +180 +9%
SIP
1958
Stoneridge Investment Partners
Pennsylvania
$2.4M +$2.19M +2,916 New
CSPIA
1959
Cary Street Partners Investment Advisory
Virginia
$2.4M +$358K +477 +30%
RPGK
1960
Retirement Planning Group (Kansas)
Kansas
$2.37M +$93.7K +125 +6%
EFG
1961
Elevated Financial Group
Indiana
$2.37M +$202K +270 +15%
SN
1962
Sittner & Nelson
Oregon
$2.37M -$276K -368 -15%
PAP
1963
Persistent Asset Partners
Hong Kong
$2.37M -$10.9M -14,497 -88%
RWI
1964
Red Wave Investments
Pennsylvania
$2.37M -$289K -386 -16%
MHC
1965
May Hill Capital
Massachusetts
$2.37M +$478K +638 +45%
EC
1966
Estate Counselors
Wisconsin
$2.36M -$2.29M -3,055 -60%
UWPG
1967
Ullmann Wealth Partners Group
Florida
$2.36M +$139K +185 +10%
UBG
1968
United Bank (Georgia)
Georgia
$2.35M +$94.5K +126 +7%
QWM
1969
Quadcap Wealth Management
Texas
$2.35M -$319K -425 -17%
ISWM
1970
Independent Solutions Wealth Management
New York
$2.35M -$66K -88 -4%
YWS
1971
Yarger Wealth Strategies
Ohio
$2.35M +$365K +487 +25%
PAA
1972
Peregrine Asset Advisers
Oregon
$2.35M -$419K -559 -22%
SC
1973
Saturna Capital
Washington
$2.35M +$474K +632 +36%
BWM
1974
Bernard Wealth Management
Michigan
$2.35M +$1.04M +1,381 +212%
CCC
1975
Compass Capital Corp
Massachusetts
$2.35M +$1.54M +2,054 +343%
77 78
79
80 81