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Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1551
CFO4Life Group
Texas
$1.08M +$156K +779 +23%
GIM
1552
Grassi Investment Management
California
$1.07M +$50K +250 +6%
CCP
1553
Carmel Capital Partners
California
$1.07M +$1K +5 +0.1%
SFP
1554
Shepherd Financial Partners
Massachusetts
$1.07M +$3K +15 +0.4%
FMP
1555
Financial Management Professionals
Texas
$1.07M -$13.6K -68 -2%
ATC
1556
Adirondack Trust Company
New York
$1.07M -$12.8K -64 -2%
UAM
1557
Unison Asset Management
Florida
$1.07M – – –
AFG
1558
Alterity Financial Group
Maine
$1.07M -$436K -2,180 -35%
SOS
1559
Silver Oak Securities
Tennessee
$1.06M -$279K -1,397 -26%
MAG
1560
Mayfair Advisory Group
Alabama
$1.06M +$2.8K +14 +0.4%
IWM
1561
Integris Wealth Management
California
$1.06M -$53K -265 -6%
LCM
1562
Lewis Capital Management
California
$1.06M -$50K -250 -6%
CCA
1563
Cravens & Co Advisors
Tennessee
$1.06M +$6.6K +33 +0.8%
ACM
1564
AlphaStar Capital Management
North Carolina
$1.06M -$1.85M -9,260 -70%
FAG
1565
Financial Advisory Group
Texas
$1.06M – – –
TW
1566
Transform Wealth
Colorado
$1.06M +$35.2K +176 +5%
IF
1567
Intrua Financial
Texas
$1.06M +$34K +170 +4%
SIS
1568
Sound Income Strategies
Florida
$1.06M +$102K +512 +15%
WCWM
1569
Wooster Corthell Wealth Management
Connecticut
$1.05M +$800 +4 +0.1%
SAM
1570
Secure Asset Management
Michigan
$1.05M +$12.6K +63 +2%
WDG
1571
Wealth Dimensions Group
Ohio
$1.05M +$20K +100 +3%
ARG
1572
Advisory Resource Group
Oklahoma
$1.05M -$40K -200 -5%
RIL
1573
Rothschild Investment LLC
Illinois
$1.05M +$172K +859 +27%
BGDI
1574
BW Gestao de Investimentos
Brazil
$1.05M +$799K +3,994 New
AWAG
1575
ARS Wealth Advisors Group
Florida
$1.04M +$32.6K +163 +4%
61 62
63
64 65