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Name Holding Trade Value Shares
Change 		Change in
Stake
CPSC
2651
Carl P. Sherr & Co
Massachusetts
$11.7M -$743K -2,767 -6%
AA
2652
Auctus Advisors
North Carolina
$11.7M +$11.5M +43,018 New
KHLMVGHM
2653
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$11.7M – – –
SAM
2654
Sagewood Asset Management
New York
$11.7M +$11.5M +42,931 New
CPC
2655
CFC Planning Company
Indiana
$11.7M +$1.1M +4,089 +11%
GWS
2656
Greykasell Wealth Strategies
California
$11.7M +$158K +588 +1%
CCM
2657
CFO Capital Management
Connecticut
$11.7M +$11.5M +42,877 New
GCA
2658
Genesee Capital Advisors
New York
$11.6M +$56.4K +210 +0.5%
MP
2659
McDonald Partners
Ohio
$11.6M -$1.11M -4,130 -9%
OC
2660
Opinicus Capital
Florida
$11.6M -$202K -751 -2%
S
2661
Sunpointe
Missouri
$11.6M +$1.64M +6,098 +17%
GWM
2662
Glass Wealth Management
Texas
$11.6M -$606K -2,257 -5%
OP
2663
ORG Partners
Indiana
$11.6M +$330K +1,229 +3%
SAM
2664
Summit Asset Management
Tennessee
$11.6M -$363K -1,352 -3%
BOS
2665
Bank of Stockton
California
$11.6M +$229K +853 +2%
PD
2666
Planning Directions
Pennsylvania
$11.6M -$118K -439 -1%
NIA
2667
NIA Impact Advisors
California
$11.6M -$459K -1,709 -4%
WIC
2668
WealthBridge Investment Counsel
Alberta, Canada
$11.6M -$8.59K -32 -0.1%
SFS
2669
Stiles Financial Services
Minnesota
$11.5M -$430K -1,602 -4%
AWM
2670
Abound Wealth Management
Tennessee
$11.5M +$909K +3,386 +9%
ODIJL
2671
One Day In July LLC
Vermont
$11.5M +$2.27M +8,456 +25%
EW
2672
Evexia Wealth
Wisconsin
$11.5M -$521K -1,942 -4%
MBWA
2673
Marin Bay Wealth Advisors
California
$11.5M +$11.3M +42,177 New
NWM
2674
Northwest Wealth Management
Iowa
$11.5M -$126K -470 -1%
FHWM
2675
Fox Hill Wealth Management
Massachusetts
$11.5M -$277K -1,033 -2%
105 106
107
108 109