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Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2051
Barden Capital Management
Texas
$1.67M +$201K +835 +13%
AA
2052
Argent Advisors
Louisiana
$1.67M -$26.4K -110 -1%
CFP
2053
Catalyst Financial Partners
Massachusetts
$1.67M +$431K +1,795 +33%
WI
2054
WBI Investments
New Jersey
$1.66M -$3.76M -15,659 -68%
CIG
2055
Cascade Investment Group
Colorado
$1.66M -$19.2K -80 -1%
SFWC
2056
Strategic Family Wealth Counselors
New Jersey
$1.66M – – –
P
2057
&Partners
Tennessee
$1.65M -$46.4K -193 -3%
PPG
2058
Peak Planning Group
Colorado
$1.65M +$4.09K +17 +0.2%
WC
2059
Waterloo Capital
Texas
$1.65M +$60.3K +251 +4%
SG
2060
StoneX Group
New York
$1.65M +$22.8K +95 +1%
SOAMC
2061
Spirit of America Management Corp
New York
$1.64M – – –
NFG
2062
Northeast Financial Group
Pennsylvania
$1.64M -$192K -800 -10%
MPPLM
2063
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.64M +$184K +766 +12%
FPAS
2064
Focus Partners Advisor Solutions
Missouri
$1.64M +$739K +3,074 +76%
FI
2065
Financial Insights
Washington
$1.63M +$250K +1,041 +18%
MWAM
2066
Manhattan West Asset Management
California
$1.63M +$257K +1,071 +18%
CPC
2067
Congress Park Capital
New York
$1.63M -$48.1K -200 -3%
KI
2068
Keystone Investors
Singapore
$1.62M +$1.7M +7,056 New
LWM
2069
Lodestone Wealth Management
Washington
$1.62M +$18.5K +77 +1%
HAI
2070
Hennessy Advisors Inc
California
$1.61M -$24K -100 -1%
AC
2071
Aristides Capital
Kentucky
$1.61M – – –
CGFA
2072
Colton Groome Financial Advisors
North Carolina
$1.61M +$93.7K +390 +6%
ZIG
2073
Zullo Investment Group
Pennsylvania
$1.61M +$29.3K +122 +2%
HIC
2074
Holderness Investments Company
North Carolina
$1.61M +$13.2K +55 +0.8%
IP
2075
Ignite Planners
California
$1.6M +$361K +1,503 +28%
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