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Name Holding Trade Value Shares
Change 		Change in
Stake
CGF
3951
Constant Guidance Financial
Massachusetts
$2.53M +$1.82M +9,803 +261%
IW
3952
Instrumental Wealth
Florida
$2.53M +$60.7K +326 +2%
SWIM
3953
Smallwood Wealth Investment Management
New Jersey
$2.53M -$19.2K -103 -0.8%
AU
3954
AlphaGrep UK
$2.53M +$2.52M +13,557 New
GC
3955
Gould Capital
Washington
$2.53M +$27K +145 +1%
SFWA
3956
Summit Financial Wealth Advisors
Louisiana
$2.52M -$26.4K -142 -1%
RCM
3957
Requisite Capital Management
Texas
$2.52M -$590K -3,169 -19%
BWP
3958
BlueStem Wealth Partners
Minnesota
$2.52M -$218K -1,173 -8%
SC
3959
Shuttleworth & Co
Ohio
$2.51M +$84.7K +455 +3%
PW
3960
PUREfi Wealth
Massachusetts
$2.51M -$54.7K -294 -2%
WAM
3961
WealthTrust Asset Management
Florida
$2.51M -$30.5K -164 -1%
AGP
3962
Autumn Glory Partners
Texas
$2.5M +$340K +1,829 +16%
LAM
3963
LECAP Asset Management
United Kingdom
$2.5M -$544K -2,924 -18%
WDA
3964
Wendell David Associates
New Hampshire
$2.5M -$90.3K -485 -3%
CFS
3965
Coordinated Financial Services
Colorado
$2.5M +$38.5K +207 +2%
PFC
3966
Phocas Financial Corp
California
$2.49M – – –
CKAIS
3967
Christensen King & Associates Investment Services
Washington
$2.49M -$165K -888 -6%
CIA
3968
Cape Investment Advisory
Georgia
$2.48M +$1.72M +9,258 +228%
WFS
3969
Widmann Financial Services
Maryland
$2.48M +$11.2K +60 +0.5%
AC
3970
AXQ Capital
New Jersey
$2.48M +$1.8M +9,674 +267%
OWM
3971
Orca Wealth Management
Florida
$2.48M +$27.7K +149 +1%
MWM
3972
Melfa Wealth Management
Massachusetts
$2.48M -$48K -258 -2%
BHPW
3973
Box Hill Private Wealth
Arizona
$2.47M +$2.47M +13,251 New
BFP
3974
Beacon Financial Planning
Massachusetts
$2.47M +$2.42K +13 +0.1%
SA
3975
Sonoma Allocations
California
$2.47M -$85.4K -459 -3%
157 158
159
160 161