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Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1251
SIG Brokerage
New York
$3.6M +$2.1M +18,570 +224%
TC
1252
Trilogy Capital
California
$3.6M -$96.1K -850 -3%
SWA
1253
SFMG Wealth Advisors
Texas
$3.59M +$31.7K +280 +1%
PP
1254
PDS Planning
Ohio
$3.58M +$363K +3,210 +14%
PMWMG
1255
Parr McKnight Wealth Management Group
Minnesota
$3.58M -$70.1K -620 -2%
PCP
1256
Proficio Capital Partners
Massachusetts
$3.58M +$451K +3,990 +18%
BFA
1257
Brendel Financial Advisors
New Hampshire
$3.58M -$24.9K -220 -0.8%
CIA
1258
Choate Investment Advisors
Massachusetts
$3.57M -$152K -1,340 -5%
KWM
1259
Keebeck Wealth Management
Illinois
$3.56M +$105K +930 +4%
BOS
1260
Bank of Stockton
California
$3.56M +$95K +840 +3%
WWM
1261
WT Wealth Management
Arizona
$3.55M -$743K -6,570 -20%
DCM
1262
Davidson Capital Management
Texas
$3.55M -$905K -8,000 -23%
CFLC
1263
California First Leasing Corp
California
$3.55M – – –
IA
1264
IFG Advisory
Georgia
$3.54M +$361K +3,190 +14%
FIC
1265
FCG Investment Company
Tennessee
$3.54M +$44.1K +390 +1%
JIP
1266
Jaffetilchin Investment Partners
Florida
$3.54M +$807K +7,140 +37%
GCM
1267
Gables Capital Management
Florida
$3.53M -$45.2K -400 -1%
RCA
1268
Roberts Capital Advisors
Colorado
$3.53M – – –
AWP
1269
Ascent Wealth Partners
New York
$3.53M +$2.98M +26,360 New
CI
1270
Conning Inc
Connecticut
$3.52M -$116K -1,030 -4%
MFGM
1271
Marshall Financial Group (Maryland)
Maryland
$3.52M -$640K -5,660 -17%
GCM
1272
GKV Capital Management
California
$3.52M +$2.52M +22,270 +557%
RCA
1273
Resonant Capital Advisors
Wisconsin
$3.51M +$484K +4,280 +20%
BA
1274
Bridgewater Associates
Connecticut
$3.51M -$31.5M -278,880 -91%
CCS
1275
Concentric Capital Strategies
Connecticut
$3.51M -$6.78M -60,000 -70%
49 50
51
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