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Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
3901
Chelsea Counsel Company
California
$3.04M -$324K -1,575 -9%
BW
3902
Basepoint Wealth
Iowa
$3.04M +$73K +355 +2%
HC
3903
Headland Capital
South Carolina
$3.04M -$22.8K -111 -0.7%
BM
3904
Brandywine Managers
Delaware
$3.04M -$757K -3,680 -20%
FLFS
3905
Family Legacy Financial Solutions
North Carolina
$3.04M -$109K -529 -3%
WFAG
3906
Wescott Financial Advisory Group
Pennsylvania
$3.04M +$267K +1,300 +9%
WCM
3907
Warburton Capital Management
Oklahoma
$3.03M -$6.79K -33 -0.2%
AA
3908
Alesco Advisors
New York
$3.03M -$1.66M -8,060 -35%
AWA
3909
Amplius Wealth Advisors
Pennsylvania
$3.03M +$620K +3,017 +25%
PGF
3910
Plan Group Financial
Oklahoma
$3.03M -$35.2K -171 -1%
MFT
3911
Moisand Fitzgerald Tamayo
Florida
$3.02M -$411 -2 -0%
HAG
3912
HF Advisory Group
Maryland
$3.02M +$2.47K +12 +0.1%
WAL
3913
W Advisors LLC
Tennessee
$3.01M +$38K +185 +1%
LCC
3914
Lincoln Capital Corp
Rhode Island
$3.01M +$4.32K +21 +0.1%
CPSAC
3915
Chas P. Smith & Associates (CPS)
Florida
$3.01M -$113K -551 -4%
MPCG
3916
Matrix Private Capital Group
New York
$3.01M -$44.4K -216 -1%
YLHM
3917
Yelin Lapidot Holdings Management
Israel
$3.01M -$619K -3,012 -17%
RIA
3918
Rhodes Investment Advisors
Texas
$3.01M +$157K +765 +5%
RIS
3919
Richmond Investment Services
Wisconsin
$3.01M -$5.46M -26,548 -64%
PCM
3920
Presidio Capital Management
California
$3.01M +$20.8K +101 +0.7%
RP
3921
Riverwater Partners
Wisconsin
$3.01M +$868K +4,224 +39%
LIA
3922
LifePlan Investment Advisors
North Carolina
$3M -$44.8K -218 -1%
SWM
3923
Shelton Wealth Management
Texas
$3M -$311K -1,514 -9%
RBWA
3924
RFG - Bristol Wealth Advisors
Massachusetts
$3M +$111K +539 +4%
SIA
3925
SkyView Investment Advisors
New Jersey
$3M -$27.6M -134,166 -90%
155 156
157
158 159