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Name Holding Trade Value Shares
Change 		Change in
Stake
CI
2226
CacheTech Inc
Utah
$6.18M +$942K +7,435 +14%
CPA
2227
Capital Performance Advisors
California
$6.17M +$3.83M +30,240 +113%
FPCP
2228
Fort Point Capital Partners
California
$6.16M -$266K -2,101 -4%
AT
2229
Arlington Trust
Alabama
$6.16M +$130K +1,027 +2%
RFP
2230
Root Financial Partners
California
$6.14M +$1.83M +14,461 +34%
FMN
2231
Financial Management Network
California
$6.13M +$68.1K +537 +0.9%
ONST
2232
Old North State Trust
North Carolina
$6.13M – – –
RPCONE
2233
Retirement Planning Company of New England
Rhode Island
$6.13M -$45K -355 -0.6%
APP
2234
Avantax Planning Partners
Iowa
$6.13M -$8.11K -64 -0.1%
OBWG
2235
Onyx Bridge Wealth Group
New York
$6.13M -$183K -1,447 -2%
SIP
2236
Stoneridge Investment Partners
Pennsylvania
$6.12M -$8.97M -70,774 -56%
LW
2237
Libra Wealth
California
$6.11M +$48.8K +385 +0.7%
RCG
2238
Regatta Capital Group
California
$6.09M +$1.29M +10,168 +22%
KB
2239
Kimelman & Baird
New York
$6.07M +$344K +2,716 +5%
SPFA
2240
Summit Place Financial Advisors
New Jersey
$6.07M -$887 -7 -0%
GPWM
2241
Grant Private Wealth Management
California
$6.07M -$251K -1,979 -3%
VCM
2242
Verde Capital Management
Michigan
$6.06M +$370K +2,917 +5%
GWA
2243
Gratus Wealth Advisors
Virginia
$6.06M -$268K -2,117 -4%
DC
2244
DeDora Capital
California
$6.06M -$655K -5,168 -8%
ICM
2245
IMS Capital Management
Oregon
$6.05M -$2.55M -20,130 -27%
FFA
2246
Florida Financial Advisors
Florida
$6.04M +$1.4M +11,070 +25%
SIS
2247
Sound Income Strategies
Florida
$6.04M +$1M +7,893 +17%
TAM
2248
Taurus Asset Management
New York
$6.03M +$25.3K +200 +0.4%
OHIS
2249
Oak Harvest Investment Services
Texas
$6.03M -$368K -2,906 -5%
ALAM
2250
Asahi Life Asset Management
Japan
$6.03M -$483K -3,808 -6%
88 89
90
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