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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1951
BlueCrest Capital Management
Jersey
$2.46M -$837K -3,395 -26%
KF
1952
KKM Financial
Illinois
$2.46M +$2.33M +9,455 New
JWCA
1953
J.W. Coons Advisors
Ohio
$2.46M +$26.6K +108 +1%
BWP
1954
Balboa Wealth Partners
Arizona
$2.46M +$348K +1,412 +18%
NW
1955
Naviter Wealth
Arkansas
$2.46M +$406K +1,647 +21%
REMPR
1956
Roof Eidam Maycock Peralta (REMP)
California
$2.46M -$24.6K -100 -1%
IIA
1957
IPG Investment Advisors
California
$2.46M +$1.14M +4,642 +97%
MFG
1958
MidWestOne Financial Group
Iowa
$2.45M -$42.9K -174 -2%
GM
1959
GeoWealth Management
Illinois
$2.44M +$2.13M +8,632 +1,148%
LCG
1960
Lynx Capital Group
Ohio
$2.44M +$2.31M +9,386 New
AA
1961
Auxano Advisors
Washington
$2.44M -$14.5K -59 -0.6%
ACL
1962
Applied Capital LLC
Florida
$2.44M -$96.1K -390 -4%
CF
1963
Centaurus Financial
California
$2.44M +$157K +637 +7%
CFM
1964
Capricorn Fund Managers
United Kingdom
$2.44M – – –
SAM
1965
Smartleaf Asset Management
Massachusetts
$2.43M +$2.32M +9,405 New
CCG
1966
Catalina Capital Group
California
$2.43M +$2.3M +9,330 New
SFPG
1967
Stonebridge Financial Planning Group
Florida
$2.43M -$43.1K -175 -2%
CWM
1968
Compass Wealth Management
Connecticut
$2.43M – – –
RIA
1969
Realta Investment Advisors
Delaware
$2.42M +$143K +580 +7%
VBWMG
1970
Von Berge Wealth Management Group
California
$2.42M +$2.26M +9,163 New
HCCM
1971
Hudson Canyon Capital Management
New York
$2.42M -$51.5K -209 -2%
GC
1972
Gratus Capital
Georgia
$2.42M +$1.72M +6,960 +300%
CIA
1973
Compass Ion Advisors
Pennsylvania
$2.41M -$17.7K -72 -0.8%
PTP
1974
Platform Technology Partners
New York
$2.41M -$299K -1,214 -12%
PCM
1975
Princeton Capital Management
New Jersey
$2.41M +$47.8K +194 +2%
77 78
79
80 81