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Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
2501
Cottage Street Advisors
Massachusetts
$1.07M -$42.6K -96 -4%
VCM
2502
Vines Capital Management
Louisiana
$1.07M +$1.06M +2,382 New
C1AG
2503
Client 1st Advisory Group
Florida
$1.07M +$1.05M +2,377 New
SPI
2504
Strategic Planning Inc
Ohio
$1.07M -$482K -1,088 -31%
JGC
2505
J. Goldman & Co
New York
$1.06M +$53.6K +121 +5%
FEG
2506
Financial Enhancement Group
Indiana
$1.06M +$197K +445 +22%
BWMG
2507
Barnes Wealth Management Group
California
$1.06M -$69.6K -157 -6%
CFWMA
2508
Center for Wealth Management Advisory
Ohio
$1.06M +$1.04M +2,351 New
LWPC
2509
Legacy Wealth Partners (Colorado)
Colorado
$1.06M +$1.04M +2,348 New
KW
2510
Keyvantage Wealth
Pennsylvania
$1.06M +$83.8K +189 +9%
MCWS
2511
McKinley Carter Wealth Services
West Virginia
$1.05M -$45.2K -102 -4%
ACC
2512
Acorn Creek Capital
Colorado
$1.05M +$3.99K +9 +0.4%
OFS
2513
Orrstown Financial Services
Pennsylvania
$1.05M -$10.2K -23 -1%
FA
2514
FSA Advisors
Michigan
$1.05M +$1.04M +2,341 New
CPC
2515
CFC Planning Company
Indiana
$1.05M +$910K +2,052 +715%
CWGL
2516
Cedrus Wealth Group LLC
Minnesota
$1.05M +$1.04M +2,337 New
AF
2517
Abound Financial
California
$1.05M – – –
TAM
2518
Tocqueville Asset Management
New York
$1.05M +$442K +997 +75%
LPAM
2519
Lodestar Private Asset Management
California
$1.05M -$6.65K -15 -0.6%
PFU
2520
Parus Finance (UK)
United Kingdom
$1.05M – – –
DCM
2521
Donaldson Capital Management
Indiana
$1.05M -$398K -898 -28%
VA
2522
Veratis Advisors
North Carolina
$1.05M +$1.14M +2,576 New
LGG
2523
Luts & Greenleigh Group
Maryland
$1.04M +$24.8K +56 +2%
TC
2524
Truvestments Capital
Florida
$1.04M -$5.76K -13 -0.6%
PAS
2525
PKS Advisory Services
New York
$1.04M -$152K -342 -13%
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