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Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
2501
Kessler Investment Group
Indiana
$11.1M +$9.81M +52,601 +43,834%
FBFS
2502
First Business Financial Services
Wisconsin
$11.1M +$172K +921 +2%
COI
2503
Connable Office Inc
Michigan
$11.1M -$443K -2,375 -4%
RPA
2504
Rock Point Advisors
Vermont
$11.1M -$32.6K -175 -0.3%
MIM
2505
MTM Investment Management
South Carolina
$11.1M +$42.7K +229 +0.4%
DWM
2506
Diversify Wealth Management
Utah
$11.1M +$9.86M +52,863 New
6F
2507
626 Financial
Michigan
$11.1M -$139K -744 -1%
MFGM
2508
Marshall Financial Group (Maryland)
Maryland
$11.1M +$141K +757 +1%
DCM
2509
DGS Capital Management
New Jersey
$11M +$67.9K +364 +0.7%
GMF
2510
Grace & Mercy Foundation
New York
$11M -$1.49M -8,000 -13%
MSFP
2511
Mark Sheptoff Financial Planning
Connecticut
$11M -$123K -660 -1%
HIM
2512
Harbour Investment Management
Washington
$11M -$95.5K -512 -1%
BWM
2513
BigSur Wealth Management
Florida
$11M +$209K +1,120 +2%
EFG
2514
Ethos Financial Group
Pennsylvania
$11M -$31.3K -168 -0.3%
CPW
2515
Cove Private Wealth
New York
$11M – – –
NMG
2516
New Millennium Group
Utah
$11M +$2.54M +13,638 +36%
PAM
2517
Peninsula Asset Management
Florida
$10.9M +$98.8K +530 +1%
FA
2518
Fountainhead AM
New Jersey
$10.9M +$167K +896 +2%
WAAG
2519
Wealth Alliance Advisory Group
Kansas
$10.9M +$52.8K +283 +0.5%
HBW
2520
Hazlett, Burt & Watson
West Virginia
$10.9M +$47.2K +253 +0.5%
SFI
2521
SPC Financial Inc
Maryland
$10.9M -$468K -2,508 -5%
CFO
2522
CVA Family Office
Colorado
$10.9M +$666K +3,573 +7%
CAWM
2523
Capital Advisors Wealth Management
Washington
$10.9M +$1.09M +5,827 +13%
SPWG
2524
Syntegra Private Wealth Group
Missouri
$10.9M +$799K +4,285 +9%
OCM
2525
Orion Capital Management
California
$10.9M -$438K -2,347 -4%
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101
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