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Name Holding Trade Value Shares
Change 		Change in
Stake
BG
851
Benedetti & Gucer
Georgia
$4.26M -$520K -2,189 -11%
APTFM
852
AGUR Provident & Training Funds Management
Israel
$4.26M – – –
AWM
853
Avior Wealth Management
Nebraska
$4.26M -$8.08K -34 -0.2%
PCS
854
Personal CFO Solutions
New Jersey
$4.25M +$1.71M +7,201 +73%
PWPS
855
Pinnacle Wealth Planning Services
Ohio
$4.24M +$135K +567 +3%
BFP
856
Beacon Financial Planning
Massachusetts
$4.24M +$17.3K +73 +0.4%
CW
857
CreativeOne Wealth
Kansas
$4.24M +$425K +1,790 +12%
IIA
858
IPG Investment Advisors
California
$4.24M -$919K -3,866 -18%
PWP
859
Pursue Wealth Partners
California
$4.23M -$507K -2,134 -11%
PVI
860
Pine Valley Investments
New Jersey
$4.21M -$560K -2,356 -12%
MF
861
Magnetar Financial
Illinois
$4.2M +$499K +2,098 +14%
GL
862
Graypoint LLC
New York
$4.18M +$393K +1,654 +11%
MG
863
Mather Group
Illinois
$4.15M +$1.63M +6,854 +70%
HFS
864
Hantz Financial Services
Michigan
$4.12M -$101K -426 -3%
TCA
865
Transcend Capital Advisors
New Jersey
$4.11M -$290K -1,220 -7%
FHB
866
First Hawaiian Bank
Hawaii
$4.11M +$1.24M +5,204 +46%
BEI
867
Benjamin Edwards Inc
Missouri
$4.08M +$638K +2,683 +20%
VCM
868
Verde Capital Management
Michigan
$4.07M -$167K -702 -4%
PPWP
869
Premier Path Wealth Partners
New Jersey
$4.05M +$3.89M +16,386 New
SIM
870
Sentry Investment Management
Wisconsin
$4.05M +$63.2K +266 +2%
WG
871
Watchman Group
Texas
$4.05M +$426K +1,794 +12%
CE
872
Cornerstone Enterprises
Wisconsin
$4.04M +$3.87M +16,276 New
CAAS
873
Capital Asset Advisory Services
Michigan
$4.04M +$284K +1,194 +8%
SPW
874
Surience Private Wealth
Washington
$4.03M +$3.85M +16,209 New
SIC
875
Salem Investment Counselors
North Carolina
$4.01M +$64.4K +271 +2%
33 34
35
36 37