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Name Holding Trade Value Shares
Change 		Change in
Stake
DF
3101
Downshift Financial
Colorado
$97.1K +$120K +1,360 New
BHWM
3102
Beaird Harris Wealth Management
Texas
$96.3K -$3.52K -40 -3%
CCA
3103
Catalyst Capital Advisors
New York
$93.3K -$21.8K -247 -16%
GK
3104
Graney & King
New York
$93.3K +$4.14K +47 +4%
VPW
3105
Vaquero Private Wealth
Texas
$92.8K +$114K +1,300 New
CMA
3106
Cedar Mountain Advisors
Oregon
$91.2K +$20.3K +230 +22%
FCMT
3107
Founders Capital Management (Texas)
Texas
$89.3K – – –
CCMW
3108
Cypress Capital Management (Wyoming)
Wyoming
$88.5K – – –
CWP
3109
Concord Wealth Partners
Virginia
$88.4K +$109K +1,238 New
MUMSS
3110
Mitsubishi UFJ Morgan Stanley Securities
Japan
$88.3K -$186K -2,112 -63%
ECA
3111
Elevated Capital Advisors
Utah
$86.6K -$3.88K -44 -4%
GA
3112
GoalVest Advisory
New York
$85K -$11.6K -132 -10%
MNA
3113
Manning & Napier Advisors
New York
$84.9K +$2.11K +24 +2%
BDPWM
3114
Barnes Dennig Private Wealth Management
Ohio
$83.6K +$22.9K +260 +29%
EIP
3115
Essential Investment Partners
Colorado
$82.8K – – –
FIM
3116
FWL Investment Management
Texas
$82.1K +$66.1K +750 +188%
PF
3117
PlanVest Financial
Maryland
$80K – – –
OCM
3118
Osterweis Capital Management
California
$78.5K -$17.6K -200 -15%
SWM
3119
Shelton Wealth Management
Texas
$78.1K -$352 -4 -0.4%
PP
3120
Pacifica Partners
Canada
$77.6K – – –
HPWM
3121
High Point Wealth Management
New Jersey
$77.1K -$8.81K -100 -8%
NEWAS
3122
N.E.W. Advisory Services
Wisconsin
$75.6K -$2.82K -32 -3%
PGF
3123
Plan Group Financial
Oklahoma
$75.3K +$92.9K +1,055 New
MTI
3124
Merrithew & Thorsten Inc
California
$74K – – –
BBPWM
3125
Blue Bell Private Wealth Management
Pennsylvania
$73.6K +$13.3K +151 +17%
123 124
125
126 127