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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
3401
Corundum Group
Colorado
$1.88M -$1.88M -14,844 -46%
LA
3402
Lakeside Advisors
Washington
$1.87M -$215K -1,700 -9%
TW
3403
Towerpoint Wealth
California
$1.87M -$69.6K -549 -3%
FA
3404
FSA Advisors
Michigan
$1.87M +$522K +4,120 +31%
SAM
3405
Strive Asset Management
Ohio
$1.86M +$504K +3,974 +30%
PCS
3406
Private Client Services
Kentucky
$1.86M +$236K +1,864 +12%
CIA
3407
Cohen Investment Advisors
New Hampshire
$1.86M +$447K +3,525 +26%
MAG
3408
Mayfair Advisory Group
Alabama
$1.86M -$418K -3,298 -16%
CG
3409
Cynosure Group
Utah
$1.85M -$67.3K -531 -3%
RL
3410
Rogco LP
Oklahoma
$1.85M +$253K +2,000 +13%
ACGA
3411
Atlanta Consulting Group Advisors
Georgia
$1.85M +$171K +1,352 +9%
LRWM
3412
Lord & Richards Wealth Management
Colorado
$1.85M +$1.41M +11,152 +189%
NP
3413
Ninepoint Partners
Ontario, Canada
$1.85M -$1.1M -8,658 -34%
OWCM
3414
One Wealth Capital Management
Arizona
$1.84M +$217K +1,709 +11%
FIA
3415
FNY Investment Advisers
New York
$1.84M -$1.09M -8,594 -34%
VIG
3416
Vienna Insurance Group
Poland
$1.84M -$2.15M -17,000 -50%
PP
3417
PDT Partners
New York
$1.84M -$1.01M -7,955 -32%
LAS
3418
Lloyd Advisory Services
Georgia
$1.84M +$407K +3,209 +23%
KWM
3419
KFG Wealth Management
Indiana
$1.84M +$1.12M +8,804 +108%
CC
3420
Cornerstone Capital
California
$1.84M -$66.5K -525 -3%
TC
3421
TAGStone Capital
North Carolina
$1.83M -$55.5K -438 -3%
RHJA
3422
Rice Hall James & Associates
California
$1.83M -$22.9K -181 -1%
OWA
3423
One Wealth Advisors
California
$1.83M -$39.2K -309 -2%
SWMP
3424
Signature Wealth Management Partners
New Jersey
$1.83M +$533K +4,206 +33%
CCMI
3425
Creative Capital Management Investments
California
$1.83M – – –
135 136
137
138 139