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Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1101
Bernard Wealth Management
Michigan
$2.34M +$891K +9,529 +66%
CA
1102
CV Advisors
Florida
$2.34M +$2.23M +23,860 New
FC
1103
FORA Capital
Florida
$2.33M -$489K -5,230 -18%
IWA
1104
Icon Wealth Advisors
Texas
$2.33M +$1.12M +12,023 +103%
MFG
1105
Menard Financial Group
Texas
$2.32M -$242K -2,591 -10%
TCPG
1106
Trivant Custom Portfolio Group
California
$2.32M +$1.07M +11,402 +93%
OIA
1107
OneDigital Investment Advisors
Kansas
$2.32M +$105K +1,118 +5%
RFN
1108
RDA Financial Network
Iowa
$2.3M +$344K +3,683 +19%
DT
1109
Diversified Trust
Tennessee
$2.3M +$615K +6,581 +39%
CRWM
1110
Castle Rock Wealth Management
California
$2.3M +$197K +2,110 +10%
NL
1111
Navalign LLC
California
$2.29M -$59K -631 -3%
EFMC
1112
Empire Financial Management Company
New York
$2.29M +$62.3K +666 +3%
OS
1113
Objectivity Squared
South Carolina
$2.28M +$7.39K +79 +0.3%
UBP
1114
Union Bancaire Privee
Switzerland
$2.27M +$948K +10,136 +70%
GCP
1115
GSA Capital Partners
United Kingdom
$2.26M +$45.5K +487 +2%
KWM
1116
Kingsman Wealth Management
Florida
$2.25M -$112K -1,200 -5%
BL
1117
BFSG LLC
California
$2.25M +$150K +1,604 +8%
AWP
1118
Accretive Wealth Partners
New Jersey
$2.24M +$64.7K +692 +3%
DA
1119
Doliver Advisors
Texas
$2.23M -$76K -813 -3%
TRCT
1120
Tower Research Capital (TRC)
New York
$2.23M -$2.26M -24,208 -52%
SAM
1121
Smartleaf Asset Management
Massachusetts
$2.22M +$648K +6,931 +45%
EML
1122
Eos Management LP
New York
$2.21M – – –
B
1123
BloombergSen
Ontario, Canada
$2.21M +$368K +3,938 +21%
CAS
1124
Coppell Advisory Solutions
Texas
$2.2M +$2.06M +22,069 New
ZF
1125
Zhang Financial
Michigan
$2.19M +$208K +2,228 +11%
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