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Name Holding Trade Value Shares
Change 		Change in
Stake
FEM
3426
Fulcrum Equity Management
Texas
$3.97M +$299K +1,629 +8%
MHR
3427
Matthew Hamilton Rosenberg
$3.96M +$12.5K +68 +0.3%
KW
3428
Keyvantage Wealth
Pennsylvania
$3.96M -$403K -2,196 -9%
ECM
3429
Ethos Capital Management
Pennsylvania
$3.96M +$549K +2,994 +15%
MSF
3430
Mustard Seed Financial
Arkansas
$3.95M – – –
SIS
3431
Strategic Investment Solutions
Illinois
$3.95M +$374K +2,041 +13%
AFC
3432
Ares Financial Consulting
California
$3.95M +$2.36M +12,851 +133%
TC
3433
TAGStone Capital
North Carolina
$3.95M +$104K +568 +3%
OCWP
3434
Owl Creek Wealth Partners
Colorado
$3.95M +$4.15M +22,623 New
MCG
3435
McCollum Christoferson Group
New York
$3.94M +$1.99M +10,838 +54%
NCM
3436
Next Capital Management
New York
$3.94M -$429K -2,338 -9%
PCMNC
3437
Piedmont Capital Management (North Carolina)
North Carolina
$3.94M -$8.44K -46 -0.2%
FC
3438
Farringdon Capital
United Kingdom
$3.94M +$1.21M +6,612 +41%
PWA
3439
Primoris Wealth Advisors
Florida
$3.93M -$520K -2,835 -11%
HC
3440
Hamilton Capital
Ohio
$3.93M +$809K +4,412 +24%
PFM
3441
Peak Financial Management
Massachusetts
$3.92M +$77.1K +420 +2%
RFN
3442
Redwood Financial Network
Ohio
$3.92M -$177K -963 -4%
HS
3443
HighVista Strategies
Massachusetts
$3.91M +$1.5M +8,200 +58%
GRR
3444
Golden Reserve Retirement
Ohio
$3.9M -$757K -4,125 -16%
GTAM
3445
Global Trust Asset Management
Florida
$3.9M -$371K -2,021 -8%
ST
3446
Sageworth Trust
Pennsylvania
$3.89M +$727K +3,963 +22%
CWMGO
3447
Capstone Wealth Management Group (Oregon)
Oregon
$3.89M -$691K -3,766 -14%
LPAM
3448
Lodestar Private Asset Management
California
$3.88M -$87.1K -475 -2%
OWA
3449
Opal Wealth Advisors
New York
$3.88M +$31.7K +173 +0.8%
VIA
3450
Vickerman Investment Advisors
Washington
$3.88M +$75K +409 +2%
136 137
138
139 140