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Name Holding Trade Value Shares
Change 		Change in
Stake
NP
851
NorthRock Partners
Minnesota
$319K +$59.8K +323 +18%
SFP
852
Shepherd Financial Partners
Massachusetts
$318K -$337K -1,819 -46%
PIM
853
Plato Investment Management
Australia
$317K -$185K -998 -32%
DI
854
Decision Investments
California
$317K -$9.62K -52 -2%
WWC
855
Waypoint Wealth Counsel
Georgia
$317K -$159K -861 -29%
SAM
856
Secure Asset Management
Michigan
$315K +$22.8K +123 +6%
CPW
857
Catalyst Private Wealth
California
$314K -$24.6K -133 -6%
MIA
858
MMBG Investment Advisors
Florida
$314K -$4.44K -24 -1%
CA
859
Carson Advisory
Georgia
$314K +$18.5K +100 +5%
BAM
860
Blueshift Asset Management
New Jersey
$313K +$85.5K +462 +29%
AWA
861
Aaron Wealth Advisors
Illinois
$312K -$460K -2,483 -55%
MAM
862
MMA Asset Management
Pennsylvania
$307K +$2.41K +13 +0.6%
HH
863
Hilltop Holdings
Texas
$307K -$1.22M -6,581 -76%
VCP
864
Verus Capital Partners
Arizona
$306K +$163K +878 +76%
DWM
865
Dynasty Wealth Management
Florida
$305K +$141K +764 +61%
CUAMC
866
China Universal Asset Management Company
China
$302K -$759K -4,100 -67%
HCM
867
Harvey Capital Management
Florida
$302K – – –
SCA
868
Sandy Cove Advisors
Massachusetts
$302K – – –
RTC
869
Real Talk Capital
Tennessee
$298K +$153K +826 +72%
SAW
870
Signal Advisors Wealth
Michigan
$297K -$3.7K -20 -1%
FFA
871
Fi3 Financial Advisors
Indiana
$296K +$14.4K +78 +4%
BFG
872
Birch Financial Group
New Hampshire
$295K +$131K +707 +57%
PWM
873
Prentice Wealth Management
New York
$294K -$19.1K -103 -5%
RWI
874
Red Wave Investments
Pennsylvania
$294K – – –
DAS
875
Dynamic Advisor Solutions
Arizona
$293K -$23.5K -127 -6%
33 34
35
36 37