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Name Holding Trade Value Shares
Change 		Change in
Stake
APWM
3126
Anchor Pointe Wealth Management
Missouri
$398K +$307K +953 New
5SA
3127
5th Street Advisors
Connecticut
$397K – – –
AA
3128
ACT Advisors
North Carolina
$397K +$2.57K +8 +0.8%
GRA
3129
Golden Road Advisors
Florida
$397K +$7.08K +22 +2%
AWM
3130
Alterna Wealth Management
Texas
$396K +$316K +981 New
WA
3131
WPG Advisers
Maryland
$396K +$316K +981 New
ACM
3132
Aljian Capital Management
Nevada
$396K +$315K +980 New
FSCM
3133
Front Street Capital Management
Montana
$395K -$997K -3,100 -76%
BHWM
3134
Bay Harbor Wealth Management
Maryland
$394K – – –
OFG
3135
Opulen Financial Group
Virginia
$394K +$314K +975 New
VH
3136
Visionary Horizons
Tennessee
$393K – – –
MA
3137
MKT Advisors
California
$392K +$296K +919 New
WCM
3138
Washburn Capital Management
Florida
$392K +$1.61K +5 +0.5%
IF
3139
IRON Financial
Illinois
$392K +$312K +970 New
CF
3140
Clarity Financial
Texas
$392K -$42.8K -133 -12%
BWP
3141
Barlow Wealth Partners
Kentucky
$391K – – –
PAM
3142
Paradigm Asset Management
New York
$390K +$193K +600 +164%
FCC
3143
Flower City Capital
New York
$388K +$40.9K +127 +15%
MKW
3144
Mullaney, Keating & Wright
Connecticut
$388K +$309K +960 New
MWA
3145
Medallion Wealth Advisors
Connecticut
$387K +$312K +971 New
SA
3146
SoundView Advisors
Washington
$387K +$309K +959 New
RGC
3147
Roberts, Glore & Co
Illinois
$387K -$63.7K -198 -17%
MAM
3148
McLean Asset Management
Virginia
$387K +$11.6K +36 +4%
LFGO
3149
Legacy Financial Group (Oklahoma)
Oklahoma
$386K -$7.72K -24 -2%
SRWM
3150
Shira Ridge Wealth Management
California
$386K +$32.5K +101 +12%
124 125
126
127 128