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Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
2476
Convergence Investment Partners
Florida
$920K -$62.2K -151 -6%
WFS
2477
WealthGarden F.S.
California
$919K +$1.65K +4 +0.2%
FWA
2478
Flagship Wealth Advisors
Massachusetts
$919K -$2.93M -7,112 -71%
PAM
2479
Pegasus Asset Management
New York
$919K -$8.65K -21 -0.8%
MPW
2480
MA Private Wealth
California
$919K +$632K +1,535 +164%
SFS
2481
Stiles Financial Services
Minnesota
$918K +$82.4K +200 +9%
AT
2482
American Trust
Kentucky
$918K -$257K -623 -20%
DCM
2483
Donaldson Capital Management
Indiana
$916K +$56.9K +138 +6%
PAS
2484
PKS Advisory Services
New York
$915K +$393K +954 +41%
CCG
2485
Cypress Capital Group
Florida
$915K -$24.7K -60 -2%
BCG
2486
Breakwater Capital Group
New Jersey
$915K -$6.18K -15 -0.6%
CWP
2487
Curated Wealth Partners
California
$914K +$516K +1,252 +104%
BBPWM
2488
Blue Bell Private Wealth Management
Pennsylvania
$913K -$12.4K -30 -1%
VCM
2489
Viewpoint Capital Management
Washington
$912K -$6.67M -16,194 -87%
EA
2490
Eclectic Associates
California
$912K +$10.7K +26 +1%
MWM
2491
Maripau Wealth Management
Indiana
$912K +$94.3K +229 +10%
LRPA
2492
L. Roy Papp & Associates
Arizona
$910K +$4.12K +10 +0.4%
PA
2493
Planning Alternatives
Michigan
$910K +$92.3K +224 +10%
WAS
2494
WESPAC Advisors SoCal
California
$906K -$23.1K -56 -2%
F4L
2495
Fortune 45 LLC
Louisiana
$906K -$739K -1,794 -42%
ST
2496
Spinnaker Trust
Maine
$904K -$14K -34 -1%
RFA
2497
Resurgent Financial Advisors
Georgia
$904K -$168K -407 -14%
CAS
2498
CTC Alternative Strategies
Illinois
$903K -$5.57M -13,531 -85%
BL
2499
Balentine LLC
Georgia
$903K -$182K -441 -15%
AWM
2500
Austin Wealth Management
Texas
$901K -$433K -1,052 -29%
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