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Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
2801
Valley Wealth Managers
New Jersey
$3.09M +$769K +6,510 +34%
SGK
2802
Steigerwald Gordon & Koch
Virginia
$3.09M +$95K +804 +3%
RHP
2803
Royal Harbor Partners
Texas
$3.09M -$74.2K -628 -2%
SFA
2804
Souders Financial Advisors
Ohio
$3.09M +$827 +7 +0%
SIG
2805
Spinnaker Investment Group
California
$3.07M +$78.1K +661 +3%
BW
2806
BIP Wealth
Georgia
$3.07M +$548K +4,637 +22%
GWP
2807
Gateway Wealth Partners
Wisconsin
$3.07M +$465K +3,937 +18%
LA
2808
Lifeworks Advisors
Michigan
$3.06M +$1.67M +14,137 +128%
SFC
2809
SYM Financial Corp
Indiana
$3.06M +$319K +2,698 +12%
CWP
2810
Capital Wealth Planning
Florida
$3.06M +$1.68M +14,195 +129%
FVWA
2811
Foster Victor Wealth Advisors
South Carolina
$3.06M -$382K -3,237 -12%
RMF
2812
Red Mountain Financial
Colorado
$3.05M -$232K -1,965 -7%
VAG
2813
VisionPoint Advisory Group
Texas
$3.04M -$247K -2,088 -8%
LF
2814
Lee Financial
Texas
$3.04M +$1.01M +8,582 +52%
MFC
2815
Mechanics Financial Corp
Ohio
$3.04M +$1.23M +10,452 +72%
ACM
2816
Advent Capital Management
New York
$3.04M +$1.77M +15,000 +150%
SM
2817
Scoggin Management
New York
$3.04M +$2.95M +25,000 New
KOMWMG
2818
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.03M -$188K -1,594 -6%
CFC
2819
Coyle Financial Counsel
Illinois
$3.03M +$2.53M +21,448 +690%
PL
2820
Parthenon LLC
Kentucky
$3.03M – – –
TFM
2821
TFC Financial Management
Massachusetts
$3.03M +$309K +2,619 +12%
BOM
2822
Bank of Marin
California
$3.02M +$3.78K +32 +0.1%
FFL
2823
Future Fund LLC
Illinois
$3.02M +$337K +2,852 +15%
MWM
2824
Marion Wealth Management
Pennsylvania
$3.02M -$217K -1,839 -7%
BMC
2825
Benin Management Corp
Connecticut
$3.02M +$1.13M +9,576 +63%
111 112
113
114 115