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Name Holding Trade Value Shares
Change 		Change in
Stake
OC
2101
Opinicus Capital
Florida
$6.89M -$89.4K -884 -2%
AWM
2102
Activest Wealth Management
Florida
$6.88M +$5.06M +50,089 +893%
PWM
2103
Peterson Wealth Management
Nevada
$6.88M +$1.78M +17,613 +46%
SAM
2104
SignalPoint Asset Management
Missouri
$6.87M -$8.45M -83,622 -60%
NIA
2105
NIA Impact Advisors
California
$6.86M +$264K +2,608 +5%
SLFPAM
2106
St. Louis Financial Planners Asset Management
Missouri
$6.84M +$5.56M +55,026 New
VAM
2107
Vienna Asset Management
California
$6.84M +$18.7K +185 +0.3%
LWA
2108
Lineweaver Wealth Advisors
Ohio
$6.83M +$519K +5,133 +10%
NC
2109
Northcape Capital
Australia
$6.81M -$395K -3,903 -7%
MFS
2110
Monetta Financial Services
Illinois
$6.79M – – –
GDP
2111
Great Diamond Partners
Maine
$6.79M -$237K -2,345 -4%
FA
2112
Fountainhead AM
New Jersey
$6.79M +$974K +9,632 +21%
AIA
2113
Alera Investment Advisors
Illinois
$6.79M +$1.68M +16,638 +43%
MA
2114
Modus Advisors
Minnesota
$6.79M +$635K +6,277 +13%
RSA
2115
River Street Advisors
Illinois
$6.77M +$195K +1,925 +4%
RIP
2116
RAM Investment Partners
Washington
$6.77M +$3.41M +33,710 +160%
CPA
2117
Court Place Advisors
Maryland
$6.76M +$562K +5,560 +11%
NF
2118
Nikulski Financial
Iowa
$6.75M +$2.49M +24,656 +82%
AFG
2119
Albion Financial Group
Utah
$6.74M +$111K +1,095 +2%
CAWM
2120
Capital Advisors Wealth Management
Washington
$6.74M -$1.56M -15,457 -22%
PFS
2121
Prospect Financial Services
New York
$6.72M -$448K -4,432 -8%
FIC
2122
FCG Investment Company
Tennessee
$6.72M +$585K +5,786 +12%
LAIC
2123
Lederer & Associates Investment Counsel
California
$6.71M -$849K -8,395 -13%
I
2124
INVST
Indiana
$6.7M +$364K +3,602 +7%
TC
2125
Trilogy Capital
California
$6.69M +$4.38M +43,322 +400%
83 84
85
86 87