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Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1401
Copos Capital
$2.29M +$2.63M +24,440 New
PCG
1402
Prosperity Consulting Group
Maryland
$2.28M +$196K +1,818 +8%
AGWCA
1403
Annis Gardner Whiting Capital Advisors
Florida
$2.28M -$802K -7,442 -23%
DWM
1404
Darwin Wealth Management
Florida
$2.28M +$990K +9,185 +61%
FNBT
1405
FineMark National Bank & Trust
Florida
$2.28M -$4.31K -40 -0.2%
SC
1406
SummitTX Capital
Texas
$2.27M -$2.38M -22,036 -48%
IA
1407
Insight Advisors
Pennsylvania
$2.26M -$313K -2,906 -11%
HNW
1408
High Note Wealth
Minnesota
$2.26M +$21.3K +198 +0.8%
CCFM
1409
Clear Creek Financial Management
Washington
$2.25M +$417K +3,871 +19%
CFP
1410
Catalyst Financial Partners
Massachusetts
$2.25M +$91.6K +850 +4%
OA
1411
Operose Advisors
Wisconsin
$2.25M +$108K +1,000 +4%
QC
1412
Quent Capital
New York
$2.25M -$111K -1,032 -4%
SM
1413
STF Management
Texas
$2.24M -$4.2M -39,000 -62%
EWA
1414
Exencial Wealth Advisors
Oklahoma
$2.24M +$246K +2,278 +11%
IA
1415
IFG Advisory
Georgia
$2.23M +$118K +1,097 +5%
SGI
1416
Summit Global Investments
Utah
$2.23M +$1.56M +14,490 +156%
NL
1417
NWAM LLC
Washington
$2.23M -$3.31M -30,740 -54%
PMWMG
1418
Parr McKnight Wealth Management Group
Minnesota
$2.23M -$330K -3,059 -11%
CRWM
1419
Castle Rock Wealth Management
California
$2.23M +$12K +111 +0.4%
HFM
1420
Hartford Financial Management
Connecticut
$2.22M +$198K +1,839 +8%
DSCM
1421
Del-Sette Capital Management
New York
$2.22M +$101K +940 +4%
SSA
1422
Shepherd Street Advisors
California
$2.22M +$2.55M +23,631 New
RPGK
1423
Retirement Planning Group (Kansas)
Kansas
$2.21M -$15.3K -142 -0.6%
PCA
1424
Prosperity Capital Advisors
Ohio
$2.21M +$155K +1,439 +6%
MA
1425
MONECO Advisors
Connecticut
$2.21M +$130K +1,204 +5%
55 56
57
58 59