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Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
2126
Matrix Private Capital Group
New York
$406K -$52.1K -1,322 -11%
DIM
2127
Delta Investment Management
California
$406K -$3.51K -89 -0.8%
IF
2128
IRON Financial
Illinois
$406K – – –
BLAM
2129
Bourne Lent Asset Management
New York
$405K – – –
CBT
2130
Central Bank & Trust
Kentucky
$404K -$46.4K -1,176 -10%
PPG
2131
Peak Planning Group
Colorado
$404K -$41.7K -1,057 -9%
WAS
2132
Wealth Advisory Solutions
Indiana
$403K -$275K -6,977 -40%
PCP
2133
Proficio Capital Partners
Massachusetts
$402K -$79.9K -2,027 -16%
BFG
2134
Bouchey Financial Group
New York
$402K +$53.4K +1,355 +15%
BWP
2135
Bernardo Wealth Planning
Pennsylvania
$401K +$10.4K +264 +3%
PFA
2136
Petra Financial Advisors
Colorado
$401K +$23.7K +600 +6%
RPCONE
2137
Retirement Planning Company of New England
Rhode Island
$401K +$26.1K +661 +7%
OCM
2138
Orion Capital Management
California
$400K – – –
MAM
2139
Meeder Asset Management
Ohio
$399K +$52.8K +1,340 +15%
GWP
2140
Gateway Wealth Partners
Wisconsin
$399K +$83K +2,104 +26%
WWA
2141
WCG Wealth Advisors
Nevada
$399K +$405K +10,271 New
BWAM
2142
Boyd Watterson Asset Management
Ohio
$398K +$34K +863 +9%
AWG
2143
Altus Wealth Group
Colorado
$398K -$16.5K -419 -4%
PWC
2144
PYA Waltman Capital
Tennessee
$397K +$123K +3,113 +44%
PWMG
2145
Prestige Wealth Management Group
New Jersey
$397K +$50.5K +1,280 +14%
FCP
2146
Fidelis Capital Partners
Florida
$396K +$413K +10,480 New
EA
2147
Eudaimonia Advisors
Tennessee
$395K -$18K -457 -4%
IP
2148
Intellectus Partners
California
$394K -$5.48K -139 -1%
PSP
2149
Pacific Sage Partners
Washington
$394K -$32.4K -821 -7%
QIM
2150
Quest Investment Management
Oregon
$394K -$48.1K -1,220 -11%
84 85
86
87 88