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Name Holding Trade Value Shares
Change 		Change in
Stake
CPM
2901
Crescent Park Management
California
$3.1M +$294K +2,316 +9%
RCM
2902
Raleigh Capital Management
North Carolina
$3.09M -$1.04M -8,172 -22%
NFA
2903
Northwest Financial Advisors
Virginia
$3.09M +$83.8K +661 +2%
ACM
2904
Aspen Capital Management
Idaho
$3.09M +$3.61M +28,520 New
CWA
2905
Consilio Wealth Advisors
Washington
$3.08M +$33.1K +261 +0.9%
PG
2906
Proffitt & Goodson
Tennessee
$3.08M +$935K +7,378 +35%
FCA
2907
FLC Capital Advisors
California
$3.08M +$491K +3,871 +16%
LT
2908
Legacy Trust
Michigan
$3.08M +$10.9K +86 +0.3%
LL
2909
LPWM LLC
Minnesota
$3.08M -$60.8K -480 -2%
SFPG
2910
Stonebridge Financial Planning Group
Florida
$3.07M -$19.4K -153 -0.5%
CA
2911
Clune & Associates
Illinois
$3.06M -$152K -1,200 -4%
PD
2912
Planning Directions
Pennsylvania
$3.06M +$2.05M +16,174 +134%
TAM
2913
Todd Asset Management
Kentucky
$3.06M – – –
IWP
2914
Insight Wealth Partners
Texas
$3.05M -$264K -2,084 -7%
BWM
2915
Buckley Wealth Management
Nevada
$3.05M +$1.32M +10,418 +59%
WCFA
2916
Walkner Condon Financial Advisors
Wisconsin
$3.04M +$61.7K +487 +2%
DIP
2917
DT Investment Partners
Pennsylvania
$3.03M – – –
CCA
2918
Catalyst Capital Advisors
New York
$3.03M +$2.28M +18,016 +181%
AIP
2919
Almanack Investment Partners
Pennsylvania
$3.03M -$892K -7,040 -20%
ATFA
2920
All Terrain Financial Advisors
Minnesota
$3.03M -$25.3K -200 -0.7%
MTIC
2921
Missouri Trust & Investment Company
Missouri
$3.02M +$1.1M +8,660 +45%
CFG
2922
Carr Financial Group
Massachusetts
$3.02M -$343K -2,710 -9%
GW
2923
Griffith & Werner
Georgia
$3.02M +$487K +3,839 +16%
AF
2924
Atala Financial
California
$3.02M -$138K -1,090 -4%
PH
2925
Pinnacle Holdings
Oklahoma
$3.02M -$111K -875 -3%
115 116
117
118 119