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Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
3051
Sharp Financial Services
Pennsylvania
$796K -$8.42K -28 -1%
PWA
3052
Primoris Wealth Advisors
Florida
$795K – – –
NA
3053
Navellier & Associates
Nevada
$794K -$11.1K -37 -1%
FI
3054
Financial Insights
Washington
$792K -$364K -1,210 -33%
RCM
3055
Raleigh Capital Management
North Carolina
$792K -$5.11K -17 -0.7%
ONGA
3056
O'Neil Global Advisors
California
$792K +$754K +2,506 New
PFSC
3057
Peoples Financial Services Corp
Pennsylvania
$791K – – –
LFA
3058
Laraway Financial Advisors
Minnesota
$790K – – –
GAA
3059
Global Assets Advisory
Florida
$787K -$499K -1,660 -40%
AIM
3060
Advyzon Investment Management
Illinois
$787K +$749K +2,490 New
MEG
3061
Millstone Evans Group
Colorado
$787K +$748K +2,489 New
MHC
3062
May Hill Capital
Massachusetts
$786K +$748K +2,488 New
TWP
3063
Tower Wealth Partners
Pennsylvania
$786K +$13.2K +44 +2%
TFA
3064
Tobias Financial Advisors
Florida
$785K +$23.5K +78 +3%
LA
3065
LexAurum Advisors
Kansas
$785K +$130K +431 +21%
BBNA
3066
Bremer Bank National Association
Minnesota
$778K -$31K -103 -4%
ZI
3067
ZEGA Investments
Florida
$778K +$709K +2,357 New
PA
3068
Promethium Advisors
Maryland
$777K -$25.9K -86 -3%
PCH
3069
PGIM Custom Harvest
New Jersey
$777K +$80.3K +267 +12%
MAS
3070
MPWM Advisory Solutions
Georgia
$776K +$738K +2,455 New
SCA
3071
Sage Capital Advisors
South Dakota
$775K +$301 +1 +0%
ASC
3072
Atalanta Sosnoff Capital
New York
$775K -$10.5K -35 -1%
CAG
3073
Curtis Advisory Group
California
$774K – – –
WCM
3074
Wedge Capital Management
North Carolina
$773K – – –
MWM
3075
Merriman Wealth Management
Washington
$773K +$118K +394 +19%
121 122
123
124 125