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Name Holding Trade Value Shares
Change 		Change in
Stake
SWRP
3401
Summit Wealth & Retirement Planning
California
$1.38M -$28.7K -284 -2%
RPGK
3402
Retirement Planning Group (Kansas)
Kansas
$1.38M +$488K +4,831 +77%
AIA
3403
Armor Investment Advisors
North Carolina
$1.38M -$1.01K -10 -0.1%
SMAM
3404
Sugar Maple Asset Management
Wisconsin
$1.37M +$118K +1,171 +12%
IDA
3405
Intelligence Driven Advisers
California
$1.37M +$610K +6,038 +119%
LCM
3406
Landscape Capital Management
New Jersey
$1.37M -$1.12M -11,074 -50%
LFG
3407
Lockerman Financial Group
California
$1.37M +$410K +4,054 +58%
LA
3408
Lifeworks Advisors
Michigan
$1.37M -$66.3K -656 -6%
CCP
3409
Cassia Capital Partners
North Carolina
$1.36M -$121K -1,196 -10%
CWP
3410
Capital Wealth Planning
Florida
$1.36M -$39.7K -393 -3%
TFO
3411
Tarbox Family Office
California
$1.35M +$1.01K +10 +0.1%
E3F
3412
Eight 31 Financial
Texas
$1.35M -$23.3K -230 -2%
HA
3413
HC Advisors
Georgia
$1.35M +$16.8K +166 +2%
GB
3414
Goepper Burkhardt
South Carolina
$1.35M +$27.6K +273 +3%
BWG
3415
Berry Wealth Group
Texas
$1.34M +$46.6K +461 +4%
DA
3416
Dash Acquisitions
California
$1.34M +$12.2K +121 +1%
BDF
3417
Black Diamond Financial
Maryland
$1.34M +$183K +1,810 +20%
MSRI
3418
Michael S. Ryan Inc
New York
$1.34M +$1.01K +10 +0.1%
ANHIM
3419
Alan N. Hoffman Investment Management
Massachusetts
$1.33M +$35.4K +350 +3%
BAMG
3420
Brand Asset Management Group
Missouri
$1.33M +$143K +1,410 +15%
CRB
3421
Chad R. Baker
$1.33M -$20.2K -200 -2%
AS
3422
Altshuler Shaham
Israel
$1.33M +$1.08M +10,704 +26,760%
WWMSC
3423
Wagner Wealth Management (South Carolina)
South Carolina
$1.33M +$164K +1,622 +18%
HWM
3424
HighMark Wealth Management
Minnesota
$1.33M +$77.4K +766 +8%
HAFG
3425
Hansen & Associates Financial Group
California
$1.33M -$3.35M -33,109 -96%
135 136
137
138 139