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Name Holding Trade Value Shares
Change 		Change in
Stake
AZ
4001
Alpha Zero
Florida
$1.16M +$1.19M +8,638 New
GVCM
4002
Global View Capital Management
Wisconsin
$1.16M +$1.15M +8,377 New
LOPW
4003
Live Oak Private Wealth
North Carolina
$1.16M +$162K +1,173 +16%
DPW
4004
DiNuzzo Private Wealth
Pennsylvania
$1.16M +$9.79K +71 +0.8%
CSIA
4005
Conrad Siegel Investment Advisors
Pennsylvania
$1.15M +$47.7K +346 +4%
TCM
4006
TD Capital Management
Tennessee
$1.15M +$20.7K +150 +2%
SWM
4007
Sanctuary Wealth Management
Idaho
$1.15M +$29.2K +212 +3%
SMAM
4008
Sugar Maple Asset Management
Wisconsin
$1.15M +$33.6K +244 +3%
FP
4009
Foundry Partners
Minnesota
$1.15M +$98.6K +715 +9%
NBWM
4010
North Berkeley Wealth Management
California
$1.14M +$1.17M +8,520 New
MWM
4011
Momentous Wealth Management
Washington
$1.14M +$1.17M +8,502 New
SCP
4012
Sender Company & Partners
New York
$1.14M +$937K +6,797 +399%
HA
4013
HC Advisors
Georgia
$1.14M -$50.3K -365 -4%
B
4014
Birchbrook
Maine
$1.14M -$2.76K -20 -0.2%
IJWM
4015
Inman Jager Wealth Management
Mississippi
$1.14M +$1.17M +8,484 New
SOWAS
4016
Silver Oak Wealth Advisors Services
California
$1.14M +$606K +4,399 New
MI
4017
Motiv8 Investments
Florida
$1.14M +$173K +1,255 +17%
WWMSC
4018
Wagner Wealth Management (South Carolina)
South Carolina
$1.13M +$148K +1,071 +15%
CFSG
4019
Clark Financial Services Group
Missouri
$1.13M +$77.7K +564 +7%
G
4020
Gainplan
Michigan
$1.13M +$209K +1,516 +22%
BP
4021
BBR Partners
New York
$1.13M +$481K +3,488 +71%
CFGSD
4022
Compass Financial Group (South Dakota)
South Dakota
$1.13M -$2.07K -15 -0.2%
AFG
4023
Allegheny Financial Group
Pennsylvania
$1.13M +$100K +729 +10%
TLCM
4024
Twin Lakes Capital Management
California
$1.13M -$48K -348 -4%
FWM
4025
Foguth Wealth Management
Michigan
$1.12M +$308K +2,233 +40%
159 160
161
162 163