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Name Holding Trade Value Shares
Change 		Change in
Stake
AGWCA
2051
Annis Gardner Whiting Capital Advisors
Florida
$2.9M +$22.2K +480 +0.8%
RG
2052
Retirement Group
California
$2.9M -$30.6K -660 -1%
MLIC
2053
Mandatum Life Insurance Company
Finland
$2.9M +$1.44M +31,000 +112%
WMA
2054
West Michigan Advisors
Michigan
$2.9M -$30.1K -650 -1%
PMFA
2055
Plante Moran Financial Advisors
Michigan
$2.89M +$404K +8,720 +18%
ACM
2056
Aubrey Capital Management
United Kingdom
$2.87M – – –
BWG
2057
Boomfish Wealth Group
Georgia
$2.87M +$2.68M +57,870 New
HFA
2058
Harbert Fund Advisors
Alabama
$2.86M +$827K +17,850 +45%
LB
2059
Legacy Bridge
Iowa
$2.86M -$60.2K -1,300 -2%
CCG
2060
Cloverfields Capital Group
Minnesota
$2.86M -$202K -4,360 -7%
SEIA
2061
Signature Estate & Investment Advisors
California
$2.86M +$594K +12,810 +28%
OPA
2062
Old Port Advisors
Maine
$2.86M +$69.1K +1,490 +3%
LGA
2063
Lebenthal Global Advisors
New York
$2.86M +$1.79M +38,690 +203%
EA
2064
Everpar Advisors
Oklahoma
$2.86M +$2.67M +57,680 New
LCM
2065
LCM Capital Management
Illinois
$2.86M +$39.4K +850 +1%
FCA
2066
FinTrust Capital Advisors
South Carolina
$2.85M +$709K +15,290 +36%
BTI
2067
Blue Trust Inc
Georgia
$2.84M -$1.68M -36,310 -36%
CIP
2068
Convergence Investment Partners
Florida
$2.84M +$239K +5,150 +10%
PIWA
2069
Prevail Innovative Wealth Advisors
Kansas
$2.84M +$757K +16,330 +40%
CCM
2070
Chickasaw Capital Management
Tennessee
$2.84M +$2.65M +57,270 New
KC
2071
Knuff & Co
California
$2.83M +$292K +6,300 +12%
MWA
2072
Meridian Wealth Advisors
Texas
$2.83M +$10.2K +220 +0.4%
DCM
2073
DGS Capital Management
New Jersey
$2.83M +$448K +9,660 +20%
EA
2074
Ellsworth Advisors
Ohio
$2.82M +$15.8K +340 +0.6%
S
2075
ShariaPortfolio
Florida
$2.81M +$1.02M +21,970 +63%
81 82
83
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