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Name Holding Trade Value Shares
Change 		Change in
Stake
EP
4026
E6 Portfolios
Utah
$2.63M +$1.28M +6,206 +89%
MSFP
4027
Mark Sheptoff Financial Planning
Connecticut
$2.63M +$370K +1,800 +16%
CFO
4028
Collective Family Office
Pennsylvania
$2.62M -$47.1K -229 -2%
FC
4029
FCA Corp
Texas
$2.62M +$112K +547 +4%
RFW
4030
Redwood Family Wealth
Texas
$2.62M +$330K +1,603 +14%
BB
4031
Burford Brothers
Texas
$2.61M +$335K +1,628 +14%
SM
4032
Sweeney & Michel
California
$2.61M -$1.5M -7,318 -39%
GC
4033
Gibson Capital
Pennsylvania
$2.61M -$144K -701 -5%
GMF
4034
Grace & Mercy Foundation
New York
$2.6M +$617K +3,000 +30%
ACM
4035
Advent Capital Management
New York
$2.6M +$2.67M +13,000 New
CFA
4036
Cahill Financial Advisors
Minnesota
$2.6M +$63.7K +310 +2%
GGI
4037
Godsey & Gibb Inc
Virginia
$2.6M -$133K -646 -5%
CA
4038
Crumly & Associates
Illinois
$2.6M +$165K +801 +7%
JFA
4039
JNBA Financial Advisors
Minnesota
$2.6M +$69.7K +339 +3%
PBO
4040
Peoples Bank (Ohio)
Ohio
$2.6M +$330K +1,604 +14%
CWAF
4041
Core Wealth Advisors (Florida)
Florida
$2.59M +$110K +533 +4%
MFS
4042
McNamara Financial Services
Massachusetts
$2.59M -$91.5K -445 -3%
DA
4043
Detalus Advisors
Missouri
$2.59M -$14.8K -72 -0.6%
DFC
4044
DBK Financial Counsel
Ohio
$2.59M +$2.26K +11 +0.1%
MPCL
4045
My Personal CFO LLC
Washington
$2.59M -$195K -950 -7%
HCM
4046
Hall Capital Management
Rhode Island
$2.59M -$30.8K -150 -1%
NA
4047
Nautilus Advisors
California
$2.59M +$23.9K +116 +1%
AZ
4048
Alpha Zero
Florida
$2.58M +$347K +1,688 +16%
PWMG
4049
Private Wealth Management Group
New Jersey
$2.58M +$1.33M +6,485 +101%
CHA
4050
Cooper/Haims Advisors
New York
$2.58M +$297K +1,445 +13%
160 161
162
163 164