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Name Holding Trade Value Shares
Change 		Change in
Stake
LCGC
1001
Legacy Capital Group California
California
$1.06M -$416K -9,820 -26%
SWS
1002
SYSTM Wealth Solutions
Illinois
$1.06M +$91.6K +2,160 +8%
IA
1003
Insight Advisors
Pennsylvania
$1.06M +$128K +3,030 +12%
PP
1004
Patten & Patten
Tennessee
$1.05M -$7.21K -170 -0.6%
FOA
1005
Five Oceans Advisors
California
$1.05M +$424 +10 +0%
SAM
1006
SP Asset Management
California
$1.03M – – –
VCM
1007
Vetamer Capital Management
California
$1.03M +$509K +12,000 +78%
CCM
1008
Canal Capital Management
Virginia
$1.03M – – –
ACM
1009
AlphaStar Capital Management
North Carolina
$1.02M +$64.4K +1,520 +6%
ZIG
1010
Zullo Investment Group
Pennsylvania
$1.02M +$17K +400 +2%
CWM
1011
Cornerstone Wealth Management
Missouri
$1.02M +$98.3K +2,320 +9%
CCA
1012
Cravens & Co Advisors
Tennessee
$1.02M +$25.9K +610 +2%
AT
1013
Arden Trust
Delaware
$1.01M +$69.9K +1,650 +7%
OCM
1014
One Capital Management
California
$1.01M -$178K -4,200 -14%
GCM
1015
Gables Capital Management
Florida
$1.01M – – –
NL
1016
Navalign LLC
California
$1M -$80.5K -1,900 -7%
RGF
1017
Retirement Guys Formula
Ohio
$1M +$876K +20,660 +353%
RWB
1018
RMR Wealth Builders
New Jersey
$1M +$118K +2,780 +12%
CFLC
1019
California First Leasing Corp
California
$1M – – –
FNBT
1020
FineMark National Bank & Trust
Florida
$992K +$2.97K +70 +0.3%
ACS
1021
Archford Capital Strategies
Illinois
$990K -$13.1K -310 -1%
GC
1022
Gould Capital
Washington
$990K +$3.81K +90 +0.3%
SP
1023
SWS Partners
Ohio
$989K -$262K -6,190 -19%
RCAG
1024
Rehmann Capital Advisory Group
Michigan
$989K -$130K -3,070 -10%
TAM
1025
Tocqueville Asset Management
New York
$987K +$220K +5,180 +25%
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