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Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1526
Jacksonville Wealth Management
Florida
$1.5M -$38.7K -439 -2%
CTFG
1527
Capstone Triton Financial Group
Oklahoma
$1.5M +$1.85M +20,995 New
CA
1528
Crumly & Associates
Illinois
$1.5M +$41.6K +472 +2%
AA
1529
Acorns Advisers
California
$1.5M +$340K +3,866 +23%
HFM
1530
Hartford Funds Management
Pennsylvania
$1.49M -$3.26K -37 -0.2%
CA
1531
CGN Advisors
Kansas
$1.49M -$198K -2,246 -10%
FMB
1532
Field & Main Bank
Kentucky
$1.49M +$298K +3,387 +19%
EA
1533
Ellsworth Advisors
Ohio
$1.49M +$394K +4,475 +28%
AIA
1534
AIMZ Investment Advisors
California
$1.49M -$44K -500 -2%
VCM
1535
Vision Capital Management
Oregon
$1.49M +$808K +9,171 +79%
IFS
1536
Integrated Financial Solutions
Virginia
$1.49M +$459K +5,210 +33%
LA
1537
LVW Advisors
New York
$1.48M -$125K -1,419 -6%
BW
1538
BIP Wealth
Georgia
$1.48M +$642K +7,286 +54%
HA
1539
Harfst & Associates
Wyoming
$1.48M +$165K +1,868 +10%
API
1540
Asset Planning Inc
California
$1.48M -$92.5K -1,050 -5%
YDMI
1541
Y.D. More Investments
Israel
$1.48M -$751K -8,531 -29%
CPC
1542
Congress Park Capital
New York
$1.47M +$247K +2,805 +16%
YWM
1543
Yukon Wealth Management
Kansas
$1.46M +$1.8M +20,472 New
JGC
1544
J. Goldman & Co
New York
$1.46M +$1.54M +17,452 +592%
CCFM
1545
Clear Creek Financial Management
Washington
$1.45M +$63.3K +719 +4%
GWM
1546
Goldenstone Wealth Management
California
$1.45M +$169K +1,919 +10%
SIS
1547
Sound Income Strategies
Florida
$1.45M +$172K +1,958 +11%
TWM
1548
TRB Wealth Management
Texas
$1.44M -$57.2K -650 -3%
IP
1549
Indivisible Partners
Florida
$1.44M +$762K +8,650 +75%
PPW
1550
Parcion Private Wealth
Washington
$1.44M -$242K -2,747 -12%
60 61
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