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Name Holding Trade Value Shares
Change 		Change in
Stake
AA
2701
Altrafin AG
$10M +$199K +880 +2%
BCP
2702
Blackhawk Capital Partners
Wisconsin
$10M +$110K +487 +1%
LEA
2703
Legacy Edge Advisors
New York
$10M +$400K +1,770 +5%
UOWF
2704
University of Wisconsin Foundation
Wisconsin
$10M +$8.9M +39,402 New
CAL
2705
Capital Advisors Ltd
Ohio
$10M +$624K +2,762 +8%
AIC
2706
Ayalon Insurance Company
Israel
$10M – – –
ECAM
2707
East Coast Asset Management
Massachusetts
$10M -$110K -486 -1%
BWP
2708
Bernardo Wealth Planning
Pennsylvania
$10M +$66.2K +293 +0.8%
RFA
2709
Register Financial Advisors
Georgia
$10M -$160K -708 -2%
LWA
2710
Lantern Wealth Advisors
New York
$10M +$793K +3,511 +10%
EF
2711
Exeter Financial
Arizona
$10M -$359K -1,589 -4%
FDS
2712
Freedom Day Solutions
Texas
$10M +$23.9K +106 +0.3%
CH
2713
Cromwell Holdings
Wyoming
$10M +$142K +627 +2%
JBA
2714
Johnson Bixby & Associates
Washington
$9.99M -$61K -270 -0.7%
LAM
2715
Lynch Asset Management
Pennsylvania
$9.99M +$22.6K +100 +0.3%
SIM
2716
Sentry Investment Management
Wisconsin
$9.98M -$2.18M -9,631 -20%
KFS
2717
Keynote Financial Services
Connecticut
$9.97M -$268K -1,185 -3%
GBWM
2718
Granite Bay Wealth Management
New Hampshire
$9.93M +$8.81M +38,998 New
CWM
2719
C2C Wealth Management
Arizona
$9.93M – – –
AWM
2720
Abound Wealth Management
Tennessee
$9.92M -$245K -1,084 -3%
MSA
2721
McAlister Sweet & Associates
Texas
$9.91M +$180K +797 +2%
SF
2722
SWP Financial
California
$9.91M -$521K -2,307 -6%
BC
2723
Bruce & Co
Illinois
$9.91M – – –
RFA
2724
ROI Financial Advisors
Oregon
$9.9M -$313K -1,384 -3%
WMG
2725
WESCAP Management Group
California
$9.9M +$3.67M +16,257 +72%
107 108
109
110 111