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Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
1026
Strengthening Families & Communities LLC
Massachusetts
$2.31M +$144K +826 +8%
BFA
1027
Brendel Financial Advisors
New Hampshire
$2.31M +$607K +3,472 +42%
NAS
1028
Nicolet Advisory Services
Wisconsin
$2.31M +$131K +752 +9%
SL
1029
Stevard LLC
Illinois
$2.3M – – –
SLWA
1030
San Luis Wealth Advisors
California
$2.29M -$70.6K -404 -3%
CCM
1031
Carlson Capital Management
Minnesota
$2.29M +$37.1K +212 +2%
BMCM
1032
Bryn Mawr Capital Management
Pennsylvania
$2.28M -$139K -793 -7%
IEFM
1033
IQ EQ Fund Management
Ireland
$2.28M +$2.01M +11,510 New
PTP
1034
Platform Technology Partners
New York
$2.28M +$2.01M +11,506 New
LC
1035
Landaas & Company
Wisconsin
$2.27M -$44.6K -255 -2%
QC
1036
Quent Capital
New York
$2.27M +$41.2K +236 +2%
SSWM
1037
Strait & Sound Wealth Management
California
$2.27M -$150K -861 -7%
GM
1038
GeoWealth Management
Illinois
$2.25M +$498K +2,849 +33%
MCM
1039
McKinley Capital Management
Alaska
$2.24M -$2.72M -15,582 -58%
MRG
1040
Milestone Resources Group
British Virgin Islands
$2.24M -$268K -1,531 -12%
HA
1041
Herold Advisors
New York
$2.24M +$48.8K +279 +3%
HCM
1042
Helios Capital Management
Singapore
$2.24M – – –
CCFM
1043
Clear Creek Financial Management
Washington
$2.23M +$229K +1,308 +13%
BC
1044
Burney Company
Virginia
$2.23M -$1.01M -5,807 -34%
CIS
1045
Continental Investors Services
Washington
$2.23M +$20.4K +117 +1%
DWM
1046
Destination Wealth Management
California
$2.22M -$371K -2,122 -16%
SCM
1047
Silvant Capital Management
Georgia
$2.22M -$14M -80,379 -88%
BCMLT
1048
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.22M +$512K +2,931 +35%
CA
1049
Claro Advisors
Massachusetts
$2.21M +$318K +1,820 +19%
PA
1050
PFG Advisors
Arizona
$2.2M -$889K -5,088 -31%
40 41
42
43 44