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Name Holding Trade Value Shares
Change 		Change in
Stake
RPGNY
3551
Retirement Planning Group (New York)
New York
$3.05M +$1.87M +10,737 +191%
PCMK
3552
Paragon Capital Management (Kansas)
Kansas
$3.05M -$29.6K -170 -1%
DQRIM
3553
Dale Q Rice Investment Management
Washington
$3.05M – – –
LAM
3554
LECAP Asset Management
United Kingdom
$3.05M +$2.85M +16,342 New
GP
3555
Guardian Partners
Canada
$3.04M +$328K +1,879 +13%
VCWM
3556
Vista Cima Wealth Management
Arizona
$3.04M -$4.57M -26,240 -62%
SDWIA
3557
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.04M +$134K +767 +5%
CM
3558
Corvex Management
New York
$3.03M – – –
PWM
3559
Puff Wealth Management
New Jersey
$3.03M +$26.1K +150 +0.9%
GIP
3560
Greatmark Investment Partners
Georgia
$3.03M -$208K -1,194 -7%
MPCG
3561
Matrix Private Capital Group
New York
$3.02M -$265K -1,523 -9%
CCA
3562
Cooper Capital Advisors
California
$3M -$109K -624 -4%
SB
3563
Sunflower Bank
Texas
$3M -$18.8K -108 -0.7%
CSF
3564
Capital Squared Financial
Maryland
$2.99M +$1.5M +8,606 +116%
IAG
3565
Investmark Advisory Group
Connecticut
$2.99M +$3.66K +21 +0.1%
PWM
3566
Proathlete Wealth Management
Florida
$2.98M -$20.9K -120 -0.7%
CWIG
3567
Chung Wu Investment Group
Texas
$2.98M +$193K +1,110 +7%
JJBC
3568
James J. Burns & Company
New York
$2.98M +$108K +621 +4%
BWM
3569
Brown Wealth Management
Illinois
$2.98M -$133K -761 -5%
ACGA
3570
Atlanta Consulting Group Advisors
Georgia
$2.97M -$104K -599 -4%
MFS
3571
Madrona Financial Services
Washington
$2.97M +$113K +650 +4%
BMM
3572
Berkshire Money Management
Massachusetts
$2.97M +$104K +597 +4%
BEW
3573
Burton Enright Welch
California
$2.96M +$17.3K +99 +0.6%
VAM
3574
Verity Asset Management
North Carolina
$2.96M -$8.02K -46 -0.3%
OWA
3575
One Wealth Advisors
California
$2.96M -$228K -1,306 -8%
141 142
143
144 145