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Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2751
G2 Capital Management
Ohio
$10.8M +$2.3M +8,570 +27%
VPW
2752
Variant Private Wealth
Virginia
$10.8M -$275K -1,023 -3%
EPAM
2753
Evelyn Partners Asset Management
$10.8M -$55K -205 -0.5%
AMG
2754
Advisors Management Group
Wisconsin
$10.8M -$1.75M -6,533 -14%
SFWC
2755
Strategic Family Wealth Counselors
New Jersey
$10.8M +$3.9M +14,528 +50%
BWP
2756
Bernardo Wealth Planning
Pennsylvania
$10.8M +$114K +423 +1%
LAM
2757
Lynch Asset Management
Pennsylvania
$10.8M +$128K +475 +1%
BCP
2758
Blackhawk Capital Partners
Wisconsin
$10.8M +$72.8K +271 +0.7%
EF
2759
Exeter Financial
Arizona
$10.8M +$107K +398 +1%
AWA
2760
Artemis Wealth Advisors
New York
$10.8M +$9.66K +36 +0.1%
ECAM
2761
East Coast Asset Management
Massachusetts
$10.8M +$70.6K +263 +0.7%
TC
2762
Trilogy Capital
California
$10.8M +$7.52K +28 +0.1%
AFC
2763
AFT Forsyth & Company
Florida
$10.7M -$1.34K -5 -0%
ABLA
2764
Alan B. Lancz & Associates
Ohio
$10.7M -$805 -3 -0%
VIA
2765
Victrix Investment Advisors
Florida
$10.7M -$413K -1,539 -4%
DBRC
2766
D.B. Root & Company
Pennsylvania
$10.7M -$701K -2,612 -6%
NAG
2767
Northstar Advisory Group
New Jersey
$10.7M +$4.41M +16,430 +72%
AIC
2768
Ayalon Insurance Company
Israel
$10.7M – – –
WCM
2769
Wisconsin Capital Management
Wisconsin
$10.7M +$318K +1,183 +3%
CH
2770
Cromwell Holdings
Wyoming
$10.7M – – –
GFS
2771
Geremia Financial Services
New Jersey
$10.7M +$10.5M +39,249 New
FDS
2772
Freedom Day Solutions
Texas
$10.7M -$18.8K -70 -0.2%
CWM
2773
C2C Wealth Management
Arizona
$10.6M +$48.9K +182 +0.5%
FLI
2774
Family Legacy Inc
South Carolina
$10.6M -$195K -728 -2%
HFS
2775
Heritage Financial Services
Massachusetts
$10.6M -$774K -2,885 -7%
109 110
111
112 113