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Name Holding Trade Value Shares
Change 		Change in
Stake
CPC
2076
Consolidated Planning Corp
Georgia
$7.38M +$115K +907 +1%
PIWA
2077
Prevail Innovative Wealth Advisors
Kansas
$7.38M +$2.68M +21,169 +45%
AWM
2078
Activest Wealth Management
Florida
$7.37M +$828K +6,529 +11%
MC
2079
Mathes Company
New York
$7.36M -$2.83M -22,339 -25%
WWM
2080
WT Wealth Management
Arizona
$7.35M +$1.62M +12,803 +23%
CWA
2081
Consilium Wealth Advisory
Texas
$7.34M -$2.49M -19,652 -22%
SGAM
2082
Smith Group Asset Management
Texas
$7.34M +$102K +805 +1%
MAWA
2083
Moss Adams Wealth Advisors
Washington
$7.34M +$1.1M +8,672 +15%
NDSI
2084
Newman Dignan & Sheerar Inc
Rhode Island
$7.33M -$524K -4,134 -6%
KCM
2085
Kodai Capital Management
Illinois
$7.32M -$62.4M -492,585 -88%
CFMC
2086
Curbstone Financial Management Corp
New Hampshire
$7.31M +$6.74M +53,168 +372%
EA
2087
Enclave Advisors
Texas
$7.31M -$290K -2,289 -3%
KNW
2088
Kesler Norman & Wride
Utah
$7.29M +$401K +3,160 +5%
SIG
2089
Sargent Investment Group
Maryland
$7.27M +$1.09M +8,638 +15%
AWM
2090
Avaii Wealth Management
Wisconsin
$7.27M +$2.14M +16,854 +34%
IP
2091
Intellectus Partners
California
$7.26M +$196K +1,546 +2%
GC
2092
Gilbert & Cook
Iowa
$7.25M -$309K -2,438 -4%
VCM
2093
Viewpoint Capital Management
Washington
$7.24M -$176K -1,389 -2%
CW
2094
Channel Wealth
California
$7.24M +$459K +3,622 +6%
HT
2095
Heritage Trust
Oklahoma
$7.24M -$47.8K -377 -0.6%
TC
2096
Trilogy Capital
California
$7.22M +$433K +3,417 +5%
PWS
2097
Precision Wealth Strategies
Missouri
$7.22M +$1.27M +10,045 +18%
LI
2098
LRI Investments
Florida
$7.22M +$71.4K +563 +0.9%
PCM
2099
Park Capital Management
Wisconsin
$7.2M +$311K +2,457 +4%
IB
2100
Iyo Bank
Japan
$7.19M -$25.2M -198,900 -75%
82 83
84
85 86