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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
2676
Corsicana & Co
Texas
$316K +$388K +4,411 +31,507%
SFS
2677
Sharp Financial Services
Pennsylvania
$315K +$6.25K +71 +2%
BCM
2678
Becker Capital Management
Oregon
$315K +$89.1K +1,012 +30%
KFI
2679
Key Financial Inc
Pennsylvania
$315K +$16.7K +190 +5%
LCM
2680
LCM Capital Management
Illinois
$314K +$36K +409 +10%
ESBC
2681
E.S. Barr & Co
Kentucky
$314K -$15.9K -180 -4%
AC
2682
ASB Consultores
Florida
$314K – – –
4WM
2683
49 Wealth Management
Texas
$314K -$1.16M -13,166 -75%
A
2684
Alongside
Texas
$314K +$387K +4,395 New
WWC
2685
Waypoint Wealth Counsel
Georgia
$313K -$85.3K -969 -18%
SWGC
2686
Summit Wealth Group (Colorado)
Colorado
$312K -$33.3K -378 -8%
MAG
2687
M3 Advisory Group
Massachusetts
$311K -$54.3K -616 -12%
GWAG
2688
Garrett Wealth Advisory Group
Texas
$311K -$19.6K -222 -5%
AR
2689
Altar Rock
New York
$310K +$36.5K +415 +11%
PC
2690
Payne Capital
Oregon
$309K +$61.6K +700 +19%
PMG
2691
ProVise Management Group
Florida
$308K +$52.4K +595 +16%
PCM
2692
Polymer Capital Management
New York
$308K +$380K +4,310 New
AIC
2693
Archer Investment Corporation
Indiana
$306K -$20.3K -230 -5%
FPCP
2694
Fort Point Capital Partners
California
$305K -$27.4K -311 -7%
S
2695
Steadtrust
Texas
$305K – – –
CAL
2696
Capital Advisors Ltd
Ohio
$305K -$2.91K -33 -0.8%
FAG
2697
Fortitude Advisory Group
Washington
$304K -$86.5K -982 -19%
HWP
2698
Highline Wealth Partners
California
$304K +$216K +2,453 +136%
AIP
2699
Almanack Investment Partners
Pennsylvania
$304K +$375K +4,256 New
LI
2700
LRI Investments
Florida
$304K -$811K -9,205 -68%
106 107
108
109 110