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Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1101
Forza Wealth Management
Florida
$2M +$52K +1,109 +2%
RCG
1102
Regatta Capital Group
California
$1.99M -$340K -7,256 -13%
TAM
1103
Trust Asset Management
Texas
$1.98M – – –
EI
1104
EDMP Inc
Florida
$1.98M -$25.5K -544 -1%
VFG
1105
Valley Financial Group
Pennsylvania
$1.98M -$6.29K -134 -0.3%
PFGIA
1106
Patriot Financial Group Insurance Agency
Massachusetts
$1.97M -$4.84M -103,185 -69%
FAM
1107
Formidable Asset Management
Ohio
$1.97M -$885K -18,873 -32%
SM
1108
Sciencast Management
New Jersey
$1.97M -$3.76M -80,134 -63%
BB
1109
Burford Brothers
Texas
$1.96M +$275K +5,858 +14%
IJWM
1110
Inman Jager Wealth Management
Mississippi
$1.95M +$35K +746 +2%
SSWM
1111
Smith Salley Wealth Management
North Carolina
$1.94M +$48.5K +1,034 +2%
NW
1112
Naviter Wealth
Arkansas
$1.93M +$390K +8,312 +22%
DA
1113
DCM Advisors
New York
$1.93M +$7.04K +150 +0.3%
EAM
1114
Erste Asset Management
Austria
$1.93M -$10M -213,622 -83%
WI
1115
Wealth Intelligence
Georgia
$1.93M -$139K -2,955 -6%
MFIM
1116
Mesirow Financial Investment Management
Illinois
$1.92M -$221K -4,708 -9%
FCP
1117
Fidelis Capital Partners
Florida
$1.92M +$12K +255 +0.6%
S
1118
SharpePoint
Arizona
$1.92M +$1.88M +40,042 +757%
NRS
1119
Neville Rodie & Shaw
New York
$1.91M -$46.9K -1,000 -2%
SWM
1120
Shrier Wealth Management
California
$1.91M +$14.4K +306 +0.7%
ONST
1121
Old North State Trust
North Carolina
$1.91M +$30.2K +643 +1%
EFM
1122
E Fund Management
China
$1.9M +$61.7K +1,316 +3%
AC
1123
Apella Capital
Connecticut
$1.9M +$57.8K +1,233 +3%
TNBTD
1124
Trustmark National Bank Trust Department
Mississippi
$1.9M -$179K -3,814 -8%
BCP
1125
Blackhawk Capital Partners
Wisconsin
$1.89M -$148K -3,148 -7%
43 44
45
46 47