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Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1101
Rational Advisors
New York
$4.79M +$1.2M +9,850 +33%
CCP
1102
Cunning Capital Partners
North Carolina
$4.79M – – –
CWI
1103
Conscious Wealth Investments
Florida
$4.78M -$26.9K -220 -0.5%
GWMIA
1104
Global Wealth Management Investment Advisory
Florida
$4.77M +$806K +6,600 +20%
BFA
1105
Bragg Financial Advisors
North Carolina
$4.77M +$2.79M +22,890 +136%
QWM
1106
Quadcap Wealth Management
Texas
$4.76M -$124K -1,020 -3%
SMA
1107
Sage Mountain Advisors
Georgia
$4.73M +$897K +7,350 +23%
IRAG
1108
Investment Research & Advisory Group
Georgia
$4.72M +$100K +820 +2%
PGFC
1109
Peapack-Gladstone Financial Corp
New Jersey
$4.72M -$143K -1,170 -3%
APW
1110
Aventura Private Wealth
Florida
$4.71M +$583K +4,780 +14%
CRCM
1111
Crystal Rock Capital Management
Illinois
$4.66M -$153K -1,250 -3%
RRCP
1112
Rip Road Capital Partners
Massachusetts
$4.65M -$532K -4,360 -10%
JPWM
1113
Jamison Private Wealth Management
Georgia
$4.65M +$153K +1,250 +3%
HNB
1114
Hilltop National Bank
Wyoming
$4.64M -$126K -1,030 -3%
CIC
1115
Carnegie Investment Counsel
Ohio
$4.64M +$1.68M +13,730 +55%
WAS
1116
Wesleyan Assurance Society
United Kingdom
$4.64M +$3.21M +26,300 +212%
VWM
1117
Venturi Wealth Management
Texas
$4.63M +$117K +960 +3%
NNPTE
1118
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$4.63M +$25.6K +210 +0.5%
C
1119
Certuity
Florida
$4.63M +$784K +6,420 +20%
JFGIW
1120
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4.62M +$3.83M +31,350 +438%
PWP
1121
Principle Wealth Partners
Connecticut
$4.61M -$12.2K -100 -0.3%
CA
1122
CSM Advisors
Pennsylvania
$4.61M +$4.21M +34,510 +878%
MSFS
1123
Main Street Financial Solutions
Pennsylvania
$4.61M +$456K +3,740 +11%
VCM
1124
Verde Capital Management
Michigan
$4.6M -$1.45M -11,900 -24%
LHC
1125
Little House Capital
Massachusetts
$4.57M +$109K +890 +2%
43 44
45
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