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Name Holding Trade Value Shares
Change 		Change in
Stake
FCT
2551
Family Capital Trust
Massachusetts
$12.3M -$334K -1,419 -3%
W
2552
Wealthquest
Ohio
$12.3M -$123K -521 -1%
FIM
2553
Freedom Investment Management
Connecticut
$12.3M -$911K -3,866 -7%
WWG
2554
West Wealth Group
California
$12.3M +$395K +1,674 +4%
NIA
2555
NIA Impact Advisors
California
$12.3M -$70.2K -298 -0.6%
PAM
2556
Peninsula Asset Management
Florida
$12.3M -$377K -1,600 -3%
SRC
2557
Sage Rhino Capital
California
$12.3M -$1.31M -5,572 -10%
FPW
2558
Fairvoy Private Wealth
Alabama
$12.2M +$11.5M +48,914 New
SFC
2559
SYM Financial Corp
Indiana
$12.2M +$4.78M +20,274 +71%
GWAG
2560
Garrett Wealth Advisory Group
Texas
$12.2M +$11.3K +48 +0.1%
RFWA
2561
RPg Family Wealth Advisory
Massachusetts
$12.2M +$460K +1,952 +4%
HCA
2562
Heck Capital Advisors
Wisconsin
$12.2M +$10.2M +43,346 +785%
SPC
2563
Stony Point Capital
New York
$12.2M – – –
OCM
2564
Orion Capital Management
California
$12.2M -$247K -1,047 -2%
PRA
2565
Pine Ridge Advisers
New York
$12.2M +$6.6M +28,000 +135%
CPSC
2566
Carl P. Sherr & Co
Massachusetts
$12.2M -$15.8K -67 -0.1%
PVM
2567
Palogic Value Management
Texas
$12.2M -$76.1K -323 -0.7%
YWM
2568
Yoder Wealth Management
California
$12.2M -$139K -591 -1%
AG
2569
Advocate Group
Minnesota
$12.2M +$193K +820 +2%
JA
2570
JVL Associates
Michigan
$12.2M -$977K -4,147 -8%
CIM
2571
CIM Investment Management
Pennsylvania
$12.2M -$174K -740 -2%
CWM
2572
Chesapeake Wealth Management
Virginia
$12.2M -$204K -866 -2%
SCP
2573
Sandhill Capital Partners
New York
$12.2M -$37K -157 -0.3%
HBCM
2574
Heron Bay Capital Management
Michigan
$12.1M +$37.9K +161 +0.3%
SF
2575
Slagle Financial
Illinois
$12.1M -$142K -601 -1%
101 102
103
104 105