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Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
2376
L.J. Altfest & Co
New York
$5.03M +$1.84M +15,571 +60%
CHP
2377
Cable Hill Partners
Oregon
$5.01M -$797K -6,746 -14%
LFS
2378
Legacy Financial Strategies
Kansas
$5.01M +$561K +4,751 +13%
NWWA
2379
New Wave Wealth Advisors
Arkansas
$5.01M +$1.26M +10,626 +35%
HOWA
2380
Heritage Oak Wealth Advisors
Florida
$5.01M +$3.18M +26,898 +188%
NCM
2381
Northside Capital Management
Oregon
$5.01M – – –
B
2382
Barings
North Carolina
$4.99M +$102K +864 +2%
VW
2383
Vantage Wealth
California
$4.98M -$502K -4,250 -9%
TRAM
2384
Tri Ri Asset Management
Ontario, Canada
$4.98M +$4.84M +40,969 New
SAW
2385
Signal Advisors Wealth
Michigan
$4.97M +$4.39M +37,129 +973%
SI
2386
Scharf Investments
California
$4.97M +$131K +1,108 +3%
AHIA
2387
Andrew Hill Investment Advisors
Florida
$4.96M -$1.89M -16,042 -28%
WC
2388
Westhampton Capital
North Carolina
$4.96M -$217K -1,840 -4%
LJCM
2389
Lee Johnson Capital Management
Texas
$4.95M +$4.53M +38,329 +1,574%
PIMG
2390
Patriot Investment Management Group
Tennessee
$4.95M -$2.43M -20,599 -34%
LF
2391
Lantz Financial
Illinois
$4.94M -$61.4K -520 -1%
BA
2392
Bluesphere Advisors
Pennsylvania
$4.93M +$1.23M +10,401 +34%
WPWM
2393
Western Pacific Wealth Management
Illinois
$4.93M -$16.8K -142 -0.3%
PNAA
2394
Pictet North America Advisors
Switzerland
$4.93M +$636K +5,381 +15%
SC
2395
Stephens Consulting
Michigan
$4.93M -$16.4K -139 -0.3%
FPGK
2396
Financial Partners Group (Kansas)
Kansas
$4.92M +$237K +2,006 +5%
SFP
2397
Sweet Financial Partners
Minnesota
$4.91M -$232K -1,965 -5%
SP
2398
Sequent Planning
Nebraska
$4.91M +$388K +3,286 +9%
NWMG
2399
National Wealth Management Group
Ohio
$4.89M +$80.2K +679 +2%
SIS
2400
Sound Income Strategies
Florida
$4.88M +$329K +2,783 +7%
94 95
96
97 98